Subject


Semiconductors


2025-06-12

[News] Micron’s $100B Mega Fab Reportedly Delays Again, with Groundbreaking Pushed to Late 2025

After unveiling its $100 billion mega fab plan in 2022 and securing $6.1 billion in CHIPS Act funding in 2024, Micron’s long-anticipated chip plant in Clay, New York, is hitting pause once again. Citing syracuse.com, The daily orange reports that groundbreaking is now delayed to late November or D...

2025-06-12

[News] Qualcomm to Acquire UK-Based Alphawave Semi at USD 2.4B

As per Reuters and other foreign media, U.S. chip design giant Qualcomm has announced to acquire UK-based semiconductor company Alphawave Semi at approximately USD 2.4 billion. The transaction is expected to be completed in the first quarter of 2026. Via this acquisition, Qualcomm aims at strengt...

2025-06-12

[News] China Just 3-6 Months Behind US in AI Models, Warns Trump’s AI Czar

According to a report from Reuters, David Sacks, the Trump administration’s AI and crypto czar, argues that China is not years behind the U.S. in AI development; instead, the gap may be as short as three to six months. The White House later clarified that he was referring specifically to China’s...

2025-06-11

[Insights] Memory Spot Price Update: DDR4 and DDR5 Chips Hit Price Parity in Early June amid Soaring Hikes

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 and DDR5 chips have generally reached price parity in the spot market at the beginning of June. Some DDR4 chips are even priced higher than DDR5 chips. As for NAND flash, spot prices were still seen with a slow red...

2025-06-11

[News] Micron Rumored to Hike DDR4 Prices by 50% as Samsung Runs Out Early; Industry Says Pricing in Chaos

As Samsung winds down DDR4 production with final orders due in June, module makers seem to be already scrambling for supply. Amid the tight market, rumors say Micron has hiked June DDR4 prices by 50%, sending 8Gb and 16Gb spot prices soaring. Industry sources indicate that DDR4 pricing is in chao...

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