Subject


Semiconductors


2025-08-06

[News] GlobalFoundries Partners with Chinese Foundry for Localized Automotive-Grade CMOS Production

Despite a weak Q3 outlook amid sluggish consumer demand, GlobalFoundries is making bold moves in China. The chipmaker is accelerating its “China-for-China” strategy through a new deal with a local foundry, kicking off with automotive-grade CMOS and BCD technologies, according to its press releas...

2025-08-06

[News] Intel 18A Yield Reportedly Just 10% at Risk Production, Casting Doubt on Panther Lake Plans

According to Reuters, Intel began risk production of its Panther Lake chips using the 18A process in April. However, sources cited in the report reveal that yields remain critically low—reportedly reaching only about 10% by this summer, up from just 5% late last year. Intel has historically targe...

2025-08-06

[News] TSMC’s 2nm Data Leak Exposes Fragile Triangle: TEL, Rapidus, and Taiwan-Japan Semiconductor Clash

Just before TSMC’s 2nm node ramps up mass production in 2H25, the foundry fired multiple employees and launched legal action over suspected leaks of sensitive data. According to Economic Daily News and Liberty Times, the case is highly sensitive—not only because it involves the world’s most ad...

2025-08-06

[News] Coherent Opened up a New SiC Fab in Vietnam

On July 28, U.S.-based semiconductor materials and optoelectronic components giant Coherent officially inaugurated its new Vietnam facility located in the Nhon Trach 1 Industrial Park in Dong Nai Province. This high-tech manufacturing plant, built with a total investment of USD 127 million, will pri...

2025-08-05

[News] Samsung Sees Mature Node Uptick on 4–8nm Demand Since June, Easing Foundry Woes

According to Chosun Biz, utilization rates at Samsung Electronics’ mature node production lines—previously a drag on its foundry business—are reportedly now recovering. The report adds that the ramp-up in mature node production may help ease the company’s annual operating losses. As cited...

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