Subject


Semiconductors


2025-08-29

[News] SMIC 1H25 Net Profit Rises 35.6%, 7nm Capacity Reportedly to Double in 2026

According to Commercial Times, China’s leading foundry SMIC delivered a strong performance in the first half of 2025, with revenue reaching US$4.456 billion, up 22% year-on-year. Net profit attributable to shareholders came to US$321 million, a 35.6% increase from a year earlier. As the report ...

2025-08-29

[News] Intel CFO Says Trump Deal Prevents It From Selling Its Loss-Making Foundry

According to Financial Times, Intel’s chief financial officer said the Trump administration’s investment was intended to prevent the company from selling off its foundry. As the report notes, the government stake effectively locks Intel into a business that has been losing money and that it has ...

2025-08-29

[News] Broadcom Reportedly Boosts 2026 CoWoS Orders with Foundries on Strong ASIC Demand

With NVIDIA’s latest earnings underscoring the AI infrastructure boom, investor focus is also shifting to ASIC demand. According to the Commercial Times, Broadcom has lifted its CoWoS packaging orders for next year, a move likely fueled by rising custom chip needs from Google, Meta, and other clou...

2025-08-29

[News] GlobalFoundries Reportedly Cuts U.S. Jobs, Says CHIPS Act Funding Involves No Equity

According to Times Union, chipmaker GlobalFoundries said it has made “adjustments” to its workforce at Fab 8, its plant in Malta, Saratoga County, New York. The report notes that despite the company’s ongoing $16 billion expansion of its manufacturing operations in Malta and at its older facil...

2025-08-29

[News] SK hynix Launches Industry-First High-K EMC Mobile DRAM with 3.5x Higher Thermal Conductivity

While performance drop caused by heat has become not only an issue for AI data centers but for smartphones as well, SK hynix announced that it has begun supplying mobile DRAM with industry-first High-K Epoxy Molding Compound, offering highly efficient heat dissipation. According to its press rel...

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