Subject


Semiconductors


2025-07-14

[News] Stronger Taiwan Dollar Weighs on TSMC’s Q3 Outlook: 5 Key Questions Before July 17 Earnings Call

With TSMC’s earnings call scheduled for Thursday (July 17), all eyes are on the impact of the stronger Taiwan dollar, capex plans, and progress in advanced processes and packaging. However, Economic Daily News and Commercial Times point to a cautious Q3 outlook, factoring in currency headwinds. An...

2025-07-14

[News] China’s Final 12-Inch Fab AMS Collapses—Another Casualty in Ongoing Chip Project Failures

Jiangsu Advanced Memory Semiconductor (AMS) has issued an announcement officially declaring the failure of its restructuring plan. This not only marks the final collapse of China’s last 12-inch wafer fab project, but also serves as a typical example of the wave of unfinished tech ventures in the c...

2025-07-11

[News] Tariff Uncertainty Could Put Malaysia’s Chip Expansion on Ice

With Trump warning a couple of days ago that Malaysia could face a separate 25% tariff starting August 1, chipmakers in the country are hitting pause on investments as they await clarity on U.S. tariffs, according to Bloomberg. Citing remarks from Malaysia Semiconductor Industry Association presi...

2025-07-11

[News] LG Innotek Unveils Copper Post Substrate Tech for Slimmer Smartphones

LG Innotek announced that it has successfully developed the world’s first copper post (Cu-Post) technology and applied it to the mass production of mobile semiconductor substrates, according to its press release. As noted by TechNews, citing Tom’s Hardware, LG Innotek’s Cu-Post replaces the t...

2025-07-11

[News] SK hynix Reportedly Raises DDR4/ LPDDR4X Contract Prices by 20% as Q3 Demand Stays Strong

As memory makers move to phase out DDR4, with shipments expected to end in early 2026, contract prices continue to climb. According to China’s Wallstreetcn, SK hynix has raised contract prices for DDR4 and LPDDR4X memory by around 20%, marking a new round of price hikes. This trend echoes findi...

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