Subject


Semiconductors


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...

Huawei
2025-07-11

[News] Huawei Reportedly Looks to Sell Ascend 910B in UAE, Saudi Arabia, and Thailand

Huawei has reportedly approached potential buyers in the UAE, Saudi Arabia, and Thailand to sell its older-generation Ascend 910B processors, according to sources cited by Bloomberg. As the report notes, Huawei is said to be offering the 910B in quantities of a few thousand units, though the specifi...

2025-07-11

[News] Is the GaN Foundry Model Facing Trouble? China’s Innoscience Weighs In as TSMC Plans 2027 Exit

While TSMC plans to exit the gallium nitride (GaN) wafer foundry business by 2027, industry heavyweight Infineon is ramping up its efforts—signaling a notable shift within the GaN sector. What factors might be driving these diverging strategies? According to a report from STAR Market Daily, Board ...

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