Subject


Semiconductors


2025-06-30

[News] China Made Breakthrough in Ultra-Highly Parallel Optical Computing Integrated Chip

Optical computing uses photons as carriers to enable information transmission, interaction, and computation. With inherent advantages such as low power consumption, low latency, and high parallelism, it is considered a promising approach to building next-generation computing infrastructure in the po...

2025-06-30

[News] Tokyo Electron Reportedly Sees China Sales Dropping to 30% in 2025 Amid Tightening U.S. Export Curbs

Amid rising U.S. tariffs and stricter export controls on chipmaking tools, global equipment makers are dialing back their reliance on China. Japan’s Tokyo Electron, the most exposed among peers, now expects China to make up about 30% of its sales—down from 40% in the second half of 2024, Bloombe...

2025-06-27

[News] Intel’s First Overseas Foundry Connect in Seoul Sparks SK hynix HBM Buzz

As Intel pushes to grow its presence among external clients, South Korea—a major memory and semiconductor powerhouse—has emerged as a prime target. According to the bell, Team Blue is actively promoting its foundry services to companies including LG Electronics, Hyundai Mobis, AI chip startup Re...

2025-06-27

[News] TSMC Reportedly Eyes 10-Year Boom from Humanoids, Backed by NVIDIA Jetson and Tesla’s Chips

At the June 25 shareholders meeting, NVIDIA CEO Jensen Huang highlighted AI and robotics as the company’s biggest growth opportunities, with both markets holding multi-trillion-dollar potential, according to CNBC. Echoing his outlook, Commercial Times reports that NVIDIA’s Jetson and Tesla’...

2025-06-27

[News] Renesas Reportedly Pushes 2030 Sales Goal Back 5 Years After JPY250B Hit from Wolfspeed Fallout

Facing Wolfspeed’s looming bankruptcy, Renesas has signed a Restructuring Support Agreement (RSA) with the SiC giant and expects to book a loss of about JPY 250 billion in the first half of fiscal 2025 (January to June), as noted in its press release. In the wake of this setback, Japanese media ou...

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