Subject


Semiconductors


2025-11-20

[News] Samsung May Unveil Executive Shake-Up Within Days; Memory Leadership Under Scrutiny

Samsung may be approaching a round of executive reshuffling. According to Chosun Daily, sources say the company began issuing retirement notices to some executives on the 20th. With these notifications underway, subsequent appointments could be announced as early as the 21st or early next week, the ...

2025-11-20

[News] ASML: Moore’s Law to Advance Chips for 15 More Years; First Advanced-Packaging Tool Ships in Q3

ASML, the company behind the world’s most advanced chipmaking tools, has offered fresh insights into the future of chipmaking and how its technologies will drive the next wave of progress. According to Commercial Times, Kuan-Cheng Hsu, Head of Customer Marketing for ASML Taiwan and Southeast Asia,...

2025-11-20

[News] NAND Flash Prices Likely to Jump Double Digits in Q1, as Makers Reportedly Hike in Turns

With leading memory firms reportedly slowing NAND production expansion in the second half of 2025, prices are climbing sharply on tight supply. Commercial Times, citing industry sources, reports that NAND makers are taking turns raising prices in a steady, ongoing pattern, with NAND prices in the fi...

2025-11-20

[News] TSMC Dresden Fab Reportedly Enters Structural Build, Eyes Equipment Move-In in 2H26

Construction of TSMC’s European fab is advancing. According to Commercial Times, sources say the company’s new Dresden facility has entered its main structural construction phase and is expected to move into fab-system installation and equipment move-in during the second half of 2026. The plant ...

2025-11-20

[News] NVIDIA Posts Record Q3 on Blackwell Ultra, Eyes Strong Q4 — H20 Sales Stall at $50M

Defying fresh warnings of an AI bubble, NVIDIA delivered strong results for its October quarter and projected fourth-quarter revenue above Wall Street estimates, buoyed by soaring demand from cloud providers. The company’s data-center business hit a record high last quarter, with CFO Colette Kress...

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