Subject


Semiconductors


2025-07-22

[News] BT Substrate, Fiberglass Prices Reportedly Eye 20% Hike amid AI Boom and Supply Shortage

With TSMC and NVIDIA signaling booming AI demand, the supply chain is heating up and key materials are facing imminent price hikes. According to Commercial Times, BT substrate prices have been climbing since July, and prices for high-end fiberglass fabrics used in IC substrates are also set to rise ...

2025-07-22

[News] World’s First Electron–Photon–Quantum Integrated Chip System Unveiled

A team from Boston University, the University of California, Berkeley, and Northwestern University has jointly developed the world’s first electron–photon–quantum integrated chip system, as reported in the latest issue of Nature Electronics. This is the first time that a quantum light source a...

2025-07-21

[News] TSMC Reportedly Planning Drone Rollout Starting in Arizona, with Suppliers to Be Confirmed in 4Q25

According to Liberty Times, in response to AI development trends and labor shortages, TSMC is reportedly planning to introduce a drone-based system for safety inspections, including fire safety and perimeter patrols around its facilities. After nearly a year of discussions with potential suppliers, ...

2025-07-21

[News] NVIDIA’s H20 Production Faces Challenges? Inventory Reportedly Holds Amid Full TSMC N4 Capacity

With U.S. approval to restart H20 sales in China, buzz around NVIDIA’s inventory is ramping up. Reuters, citing The Information, reports the AI chip giant has told Chinese clients that H20 supplies are running low, while TSMC has already shifted its reserved production lines—making restocking a ...

2025-07-21

[News] Huawei to Unveil CloudMatrix 384, Rumored to Deliver 2× NVIDIA GB200 NVL72 Throughput

Huawei is reportedly set to unveil its CloudMatrix 384 system for the first time at the 2025 World Artificial Intelligence Conference (WAIC), which opens on the 26th in Shanghai, according to Economic Daily News. As highlighted by Tom’s Hardware, the CloudMatrix 384 is a rack-scale AI system compo...

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