As of November 2025, the silicon carbide (SiC) market is undergoing a critical phase of value re-evaluation and structural divergence. On the pricing front, low-end bulk SiC materials are experiencing price increase due to runaway costs, while mainstream 6-inch SiC substrates continue to plunge amid...

As China races toward semiconductor self-reliance, the rollout of next-generation chips is not only boosting local equipment and materials makers, but creating opportunities for South Korean firms like Hanmi Semiconductor and SEMES, New Daily reports. Memory Boom Fuels Korean Equipment Exports to...

After nearly a month of rumors that former TSMC senior vice president Wei-Jen Lo had jumped to Intel—and may have taken sub-2nm process documents with him—the foundry giant finally broke its silence last night. According to the Economic Daily News, TSMC confirmed that on November 25 it filed a l...

As major U.S. cloud providers ramp up their AI ASIC efforts to lessen dependence on NVIDIA, Meta is reportedly evaluating to spend billions on Google’s in-house AI chips. According to Bloomberg, citing The Information, Meta is in talks to deploy Google’s TPUs in its data centers starting in 2027...

Last week, TSMC Chairman C.C. Wei received the semiconductor industry's top honor, the Robert N. Noyce Award, and revealed that demand now exceeds the company’s capacity by three times, leaving advanced process capacity “massively insufficient,” Commercial Times reports. Amid surging AI chip d...