Subject


Semiconductors


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...

2025-06-27

[News] Continental Establishes Semiconductor Division, a Step for in-House Chip Development

On June 24, automotive parts supplier Continental announced the establishment of a new business unit dedicated to semiconductors, marking a significant step into in-house chip development. To address the growing strategic demand for semiconductors in the automotive industry, Continental has entered ...

2025-06-27

[News] Can Global Fab Expansion Keep Up with Micron’s HBM Surge? Timeline Update from U.S., Japan & India

Micron’s record-breaking revenue in Q3 FY2025 was driven by a nearly 50% surge in HBM sales—and the momentum isn’t slowing. The U.S. memory giant now aims for a roughly 25% share of the HBM market by year-end, as noted by ZDNet. While its upbeat outlook draws market attention, the spotlight is...

2025-06-26

[News] China’s New Rare Earth Rules Reportedly Target Experts, Curb Overseas Travel to Prevent Leaks

While Beijing has yet to approve exports of certain rare-earth magnets used in U.S. fighter jets and missile systems, it is tightening control over the industry at a deeper level. According to the Wall Street Journal, China is now requiring firms to register technical staff and collect their passpor...

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