Subject


Semiconductors


2025-09-03

[News] Intel Loses Silicon Photonics Lead to TSMC as Patent Filings Reportedly Plummet Since 2023

As silicon photonics becomes a cornerstone of the AI era, AI chip leader NVIDIA and AMD have joined the competition alongside traditional foundries. Yet, Nikkei reports that Intel—the early pioneer in this sector—has seen its patent filings slump, with TSMC overtaking the U.S. giant since 2023. ...

2025-09-03

[News] Alibaba’s Ant Group, ByteDance Back InnoStar, Boosting China’s Memory Chip Drive

According to STAR Market Daily, major Chinese tech companies are actively investing in the semiconductor sector, with one of the latest cases involving a local memory chipmaker. Sources indicate that Ant Group’s subsidiary, Shanghai Yunya Enterprise Management Consulting, has acquired a 1.87% stak...

2025-09-03

[Insights] Memory Spot Price Update: DDR4 Prices Outpace DDR5 as Memory Giants’ EOL Impact Lingers

According to TrendForce's latest memory spot price trend report, regarding DRAM, although spot transaction volumes keep shrinking, DDR4 prices have risen more than DDR5, showing that the impact of the DDR4 EOL announcements by the three major suppliers hasn’t fully faded. In terms of NAND, supplie...

2025-09-03

[News] SK Hynix Leads the Pack to Introduce ASML’s High-NA EUV System for Memory Production

SK hynix announced on September 3 that it has installed a High NA EUV lithography system at its M16 fab in Icheon, South Korea, and held a ceremony to mark the system’s assembly. The machine introduced is ASML’s TWINSCAN EXE:5200B, the first High NA EUV model designed for volume production, a...

2025-09-03

[News] US to End TSMC Nanjing Waiver by End-2025: Decoding the Impact on the Foundry and Supply Chain

Hot on the heels of similar moves against Samsung and SK hynix, Washington has now targeted TSMC—informing the chipmaker it will revoke the Nanjing fab’s “validated end user” (VEU) status by December 31, 2025, Bloomberg reported, citing a company statement. As Central News Agency explains...

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