Subject


Semiconductors


2025-07-15

[News] NVIDIA’s China H20 Sales to Resume After U.S. Commitment, Samsung Poised to Gain from HBM3 Supply

During Jensen Huang’s visit to Beijing, NVIDIA revealed that the AI chip giant plans to restart sales of its H20 AI accelerator in China, after receiving assurances from the U.S. government that export licenses will be granted, according to Bloomberg. Notably, as per South Korean media outlet B...

2025-07-15

[News] Apple Rumored to be Developing 7 In-House Chips

The iPhone 17 series, along with new Macs, Apple Watches, and other upcoming products, is set to launch in the second half of the year, marking a new phase in Apple’s in-house chip strategy. According to industry sources, Apple is  reportedly developing at least seven unreleased chips, including ...

2025-07-15

[News] LG Makes Bold Move in HBM Race with Hybrid Bonders, Reportedly Sets Sights by 2028

As Samsung and SK hynix charge ahead in the HBM race, an unexpected player is said to be entering the arena from a different angle. LG Electronics is reportedly making a bold push into the semiconductor equipment space by developing hybrid bonders for HBM, according to Sedaily. Sedaily suggests a...

2025-07-14

[News] Japan Reportedly Demands Golden Share in Rapidus as Condition for JPY 100 Billion Investment

According to a report from MoneyDJ, citing NHK, Japan’s Ministry of Economy, Trade and Industry (METI) is considering additional investment in domestic foundry Rapidus. As a condition, the government is reportedly planning to require a “golden share” in the company—a special type of share th...

2025-07-14

[News] Broadcom Reportedly Scraps $1 Billion Chip Investment in Spain

According to a report from Alerta, citing Europa Press, sources state that Broadcom has scrapped its plan of building a microchip manufacturing plant in Spain, promoted under Spain’s Strategic Project for Economic Recovery and Transformation (PERTE Chip) The company announced in the summer of 2...

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