Riding a record-smashing Q2 profit fueled by strong demand for 12-high HBM3E, SK hynix announced at last week’s earnings call that it will boost 2025 spending to keep pace with the expanding HBM market. While the company hasn’t disclosed the exact increase, sources told The Elec its 2025 capex i...

According to Economic Daily News, industry sources note that Taiwan’s leading IC design firms are sharply cutting wafer foundry orders for mature nodes in the second half of the year. In Q3 alone, orders have dropped 20–30% from Q2 levels. As a result, utilization rates at mature-node foundrie...

TSMC is accelerating its U.S. push, with its third Arizona fab (F21 P3) reportedly breaking ground in Q2. Still, the foundry giant is playing catch-up—Treasury Secretary Scott Bessent revealed TSMC’s Arizona site currently meets just 7% of U.S. chip demand, according to Wccftech via The The All-...

According to Tom’s Hardware, citing CRN, Intel is spinning off its Network and Edge Group (NEX) into an independent business unit. In a memo to customers, the company revealed its plan to seek external investment for the NEX unit. As CRN notes, an Intel spokesperson has confirmed the details outli...

After grappling with 2nm yield challenges and failing to lock in major clients, Samsung is making a bold comeback. According to Digital Daily and Reuters, the company has announced a massive foundry deal worth over 22.7 trillion won (nearly $17 billion)—a potential game-changer for its chip busine...