Subject


Semiconductors


2026-04-02

[News] MediaTek, Qualcomm Reportedly Cut 4nm Wafer Starts, Down ~15% YoY Amid Rising Memory Costs

Surging memory prices are weighing on end demand, with smartphone demand showing signs of cooling. According to Commercial Times, the market outlook remains weak, prompting SoC vendors to scale back wafer starts, with sources saying MediaTek has begun reducing its 4nm wafer starts at foundries. Medi...

2026-04-02

[News] Intel Moves to Reclaim Ireland Fab From Apollo in $14.2B Buyback Amid CPU Demand Strength

Backed by support from the U.S. government and major chip players including NVIDIA, Intel is stepping up efforts to revive its manufacturing strategy amid resilient CPU demand. As it now positions its 18A node for potential external customers, the company is also reclaiming full ownership of its Ire...

2026-04-02

[News] onsemi Sets Shanghai as China HQ, Reportedly Eyes 50% BOM Localization

As STMicroelectronics moves to address rising chip demand in China through its partnership with local foundry Huahong, another major chipmaker is also stepping up its China push. According to Jiemien News and IT Home, onsemi has designated Shanghai as its Greater China headquarters, alongside pla...

2026-04-02

[News] Samsung Exynos 2600 Reportedly Trails Snapdragon by Up to 28% in Battery Life; 2nm Efficiency Faces Doubts

Samsung’s Exynos 2600 is reportedly facing challenges in power efficiency. According to Chosun Biz, tests conducted under identical conditions comparing the chip with Qualcomm’s Snapdragon 8 Elite Gen 5 revealed a battery life gap of up to 28%. While overall performance between the two is consid...

2026-04-01

[News] China’s DDR5 Price Drop Driven by Secondary-Market Modules; Impact Confined to Niche Channel

The recent DDR5 price correction in China’s retail market has triggered heated debate, with Calian Press reporting sharp spot-price declines of around 30% in Shenzhen’s Huaqiangbei Electronics Market, a key electronics trading hub. However, industry sources suggest the prices quoted by retailers...

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