Subject


Semiconductors


2025-08-18

[News] TSMC Arizona Delivers 2Q25 Investment Income; as Kumamoto Fab Struggles with Losses

According to Commercial Times, TSMC reported a net profit of NT$398.27 billion in the second quarter of 2025. Within this, TSMC Arizona posted NT$4.232 billion in net income, its second straight quarter of profitability. For the first time, it also contributed NT$6.447 billion in investment income r...

2025-08-18

[News] NVIDIA Reportedly Eyes Small-Scale HBM Base Die Production in 2027: Rattling Memory, Chip Markets

Market rumors suggest NVIDIA has kicked off development of its own HBM base die, sending ripples through the supply chain as it could reshape the next-generation HBM landscape. According to the Commercial Times, the chip is expected to be built on the 3nm node, with small-batch trial production sche...

2025-08-18

[News] China Unveiled its First Commercial Electron Beam Lithography Machine

On August 13, China’s first domestically developed commercial electron beam lithography machine, Xizhi, was officially unveiled in Yuhang, Zhejiang. According to Hangzhou Government Website, this machine is one of the first projects signed at Zhejiang University’s Technology Commercialization...

2025-08-15

[News] China’s Rare Earth Gamble: Why Export Controls Might Ultimately Lose its Edge

During the heated U.S.-China tariff battle in April, China wielded rare earths as a weapon by halting exports. According to a Liberty Times report citing The Economist, while the move seemed effective, it will likely “backfire” in the long run, as China’s export controls in recent years have p...

2025-08-15

[News] Samsung’s DRAM Market Share Reportedly Plunges to 33% in H1, Bets on HBM and DDR5 Recovery

Samsung Electronics, struggling with HBM3E verification for NVIDIA, reported a drop in its global DRAM market share in its semi-annual report released on Aug. 14, according to South Korean media outlets Sedaily and The Hankyoreh. The company’s DRAM share by value reportedly fell to 32.7% in H1 202...

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