Subject


Semiconductors


2025-08-27

[News] U.S. Proposes Major Critical Minerals Update, Adding Copper, Potash, and Silicon to Draft List

In the biggest update since 2018, the U.S. has added copper, potash, and silicon to its draft critical minerals list, as noted by Mining.com. As the report highlights, the latest revision now covers 54 minerals, proposing six additions—including copper, silicon, potash, silver, lead, and rhenium...

2025-08-26

[News] TSMC Reportedly Fast-Tracks U.S. Packaging Plants for 2H26 Construction, 2028 Production

Amid scrutiny over Washington’s 10% stake in Intel, TSMC is pressing ahead with its U.S. expansion. MoneyDJ reports that site prep is underway for its two advanced packaging plants (AP1, AP2) in Arizona, with construction set to begin in 2H26 and production by 2028. The report also details TSMC...

2025-08-26

[News] Malaysia Unveils First Homegrown AI Chip MARS1000 on 7nm

According to Bloomberg, Malaysia unveiled its own AI processor on Monday, as local designer SkyeChip introduced the MARS1000 at an industry association event. SkyeChip CEO Fong Swee Kiang said MARS1000 is the country's first smart IoT chip, which is developed on a 7-nanometer process, according t...

2025-08-26

[News] Intel Filing Cautions U.S. Stake Could Weigh on Future Funding, Overseas Business

According to Reuters, Intel warned in a securities filing that the U.S. government’s move to convert $11 billion in subsidies into a 9.9% equity stake presents new risks, including potential limits on obtaining future government grants and possible damage to its international business. Future G...

2025-08-26

[News] Huawei Enters Global AI Memory Race with Upcoming AI SSD on August 27

Shortly after releasing UCM (Unified Computing Memory)—an AI inference acceleration toolkit designed to reduce China's HBM reliance—Huawei is making waves again in the memory sector as it plans to unveil a new AI SSD on August 27, according to Chinese media outlets guancha.cn and National Busine...

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