Subject


Semiconductors


2025-09-03

[News] Nikon Reportedly Aims Doubled Wafer Alignment Sales by FY27 as 3D Stacking, Wafer Bonding Rise

Shortly after announcing its plan to close the Yokohama Plant, Nikon seems to double down its efforts on advanced node related chipmaking tools. According to Nikkan Shimbun, the Japanese semiconductor equipment firm aims to double sales of its wafer alignment stations—which measure wafer distortio...

2025-09-02

[News] Applied Materials Reportedly Flags Minimal Effect of U.S. Incentives, Offers Nuanced View on China

While TSMC, Samsung, and other semiconductor giants ramp up U.S. investments under the government’s reshoring push, chip equipment leader Applied Materials is taking a different stance. According to Wccftech and Investing.com, CFO Brice Hill noted at the Deutsche Bank Tech Conference that U.S. inc...

2025-09-02

[News] TSMC Partners with Technical University of Munich to Establish AI Chip R&D Center in Bavaria

According to Liberty Times, citing German media outlet BR24, the Bavarian state government has announced a collaboration with TSMC to establish an AI chip research and development center at the Technical University of Munich (TUM). The center, officially named the Munich Advanced-Technology Cente...

2025-09-02

[News] Alibaba Reportedly Unveils AI Chip Rivaling NVIDIA’s H20, Boosting Taiwan’s Server ODM Inventec

According to Economic Daily News, citing Wall Street Journal, sources say Alibaba has introduced a new AI chip that is more versatile than its predecessors, aiming to fill the gap left after NVIDIA faced regulatory hurdles in selling to China. The chip, currently in testing, is reportedly produced b...

2025-09-02

[News] Samsung, SK hynix Reportedly Delay Phase-out to 2026 as DDR4 Becomes Unexpected Cash Cow

With DDR4 prices holding strong amid tight supply, memory giants that once planned to phase out the chip are now reversing course. South Korea’s Maeil Business Newspaper reports that Samsung and SK hynix will extend DDR4 production into next year. Previously, as Commercial Times noted, both com...

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