Subject


Semiconductors


2025-07-24

[News] Foxconn’s AirPods Production in India Reportedly Hit by Rare Earth Shortage Amid China Export Curbs

A report from The Economic Times, citing sources, indicates that Foxconn’s production of Apple AirPods at its Telangana facility in India has been disrupted due to China’s restrictions on rare earth metal exports. However, Foxconn maintains that production remains unaffected, according to the re...

2025-07-23

[News] Amazon Reportedly Shuts Down Shanghai AI Lab as Tech Giants Scale Back in China

According to ijiwei, Minjie Wang, Chief Applied Scientist at the AWS Shanghai AI Lab, stated that the AWS Shanghai AI Research Institute—also the last remaining overseas research lab of AWS—has officially been disbanded. An Amazon spokesperson confirmed the report to be accurate, according to I...

2025-07-23

[News] What to Expect from Trump’s Upcoming AI Action Plan: Three Key Focuses Unveiled

With Trump set to unveil his AI Action Plan Wednesday, a 20-page draft reveals a focus on three key areas and a strategy that’s “mostly carrots, not sticks,” Time Magazine reports. As Reuters indicates, Trump is focused on clearing hurdles to AI growth, sharply diverging from Biden’s caut...

2025-07-23

[Insights] Memory Spot Price Update: DDR4 Slide Slows as Korean Memory Makers Trigger Major Price Hikes

According to TrendForce's latest memory spot price trend report, regarding DDR4, due to the two major Korean suppliers implementing significant monthly price hikes for consumer DRAM chips, the previous downward trend in prices has eased. As for NAND flash, high-capacity products are confined by the ...

2025-07-23

[News] NVIDIA and MediaTek Reportedly Delay N1X Processor Launch from Second Half of 2025 to Q1 2026

According to Commercial Times and Tom’s Hardware, NVIDIA and MediaTek’s plan to launch their N1X AI PC platform has reportedly been delayed, with the debut of the jointly developed next-generation processor pushed from the second half of 2025 to the first quarter of 2026. As Commercial Tim...

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