Insights
With Intel officially unveiling Panther Lake, more details about the processor—its first built on the 18A node—are coming to light. According to Zhu Xi’s column in TechNews, Panther Lake’s performance could determine whether Intel can stage a comeback in advanced process technology. As Te...
News
Amid a rebound in memory and foundry performance, Samsung Electronics said Tuesday its third-quarter operating profit likely jumped 32% year-on-year to 12.1 trillion won ($8.5 billion), far exceeding market expectations of roughly 10 trillion won, according to Reuters, ZDNet and the Chosun Daily. ...
News
With semiconductor giants gearing up for 2nm-class mass production, SEMI, announced in its press release that worldwide spending on 300mm wafer fab equipment is set to exceed $100 billion for the first time in 2025, rising 7% to $107 billion. Meanwhile, investment in 300mm wafer fab equipment is pro...
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Right before TSMC’s earnings call this week, the U.S.-China chip war flared up again. On October 9, Beijing tightened rare-earth export rules, requiring case-by-case reviews for semiconductors and AI. According to China’s Ministry of Commerce, the rules cover 14nm-and-below logic chips, 256-laye...
News
As competition in the semiconductor industry intensifies, cases of technology leaks are on the rise, involving everything from the most advanced chip nodes to cutting-edge memory. Recent incidents have highlighted major firms, including Samsung, SK hynix, and TSMC, facing allegations of trade secret...