Subject


Semiconductors


2025-08-11

[News] Samsung May Boost Taylor Investment Beyond $50B, Poised to Be 2nd-Largest Foundry in the U.S.

According to SEDaily, citing industry sources, Samsung’s investment in the Taylor plant could exceed USD 50 billion. The report says the company is reportedly considering reinstating a KRW 10 trillion (approximately USD 7.7 billion) packaging facility project that was excluded from its U.S. invest...

2025-08-11

[News] NVIDIA, AMD Make Historic Deal: Reportedly Pay 15% of China Sales for H20, MI308 Export Licenses

NVIDIA and AMD reportedly secured export licenses last Friday to sell their H20 and MI308 chips in China—but at a steep price. According to the Financial Times, the chipmakers have agreed to share 15% of their China revenues as a condition for the approvals. The report suggest that this marks t...

2025-08-11

[News] Renesas Reportedly Struggles with Takasaki Plant Future and Domestic Workforce Uncertainty

Amid the uncertainty of U.S. chip tariffs, Japan’s semiconductor companies—with limited presence in the U.S.—are gearing up for tougher times. Renesas, in particular, faces mounting pressure, as Newswitch highlights growing concerns over the future of its Takasaki plant and looming domestic wo...

2025-08-11

[News] 8 Years, 300 Million Chips: How Indiemicro Becomes China’s Automotive Chip Powerhouse

With competition mounting for NVIDIA’s H20 in China, the U.S. chip giant is also seeing its automotive chips come under growing pressure from local rivals. This shift is reflected in SMIC’s performance—China’s top foundry now earns 10% of its revenue from automotive and industrial chips, up ...

2025-08-08

[News] Taiwan’s Nanya Tech and Etron Form NT$500M JV to Develop Custom HBM for Edge AI

According to TechNews, Taiwan’s leading DRAM maker Nanya Technology and IC design firm Etron Technology jointly announced the establishment of a new joint venture focused on AI memory design services. Nanya and Etron will invest NTD 500 million in the venture, with an 80:20 ownership split. The co...

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