Subject


Semiconductors


2025-12-01

[News] Onsemi to Receive €450M Government Grant for Advanced SiC Power Device Fab in Czech Republic

On November 21, the European Commission officially approved a state aid measure for the Czech Republic, authorizing a direct grant of approximately Euro 450 million to onsemi, specifically supporting the company’s next-generation silicon carbide (SiC) power device integrated manufacturing facility...

2025-11-28

[News] Nittobo Expands Glass-Fiber Output with Nan Ya; Nan Ya to Handle 20% by 2027 Amid AI Surge

With AI demand surging, electronic materials suppliers are aggressively expanding to capture the market. Nan Ya Plastics announced today that it has formed a strategic partnership with Japan’s specialty glass-fiber giant Nittobo to jointly expand supply capacity and meet rapidly growing market dem...

2025-11-28

[News] NVIDIA Might Stop Bundling VRAM with GPUs amid Memory Crunch, Squeezing Smaller Board Partners

While memory crunch intensified, the wave is not only blowing to consumer products like smartphones and PCs, but even the biggest tech giant is feeling the pinch. Tom’s Hardware, citing leaker Golden Pig Upgrade, reports that NVIDIA has stopped bundling VRAM with the GPUs it sells to AIBs, leaving...

2025-11-28

[News] Korean Researcher Says HBM9 Could Arrive in 2040, With Performance Said to Reach 60× HBM4

HBM4 isn’t even in mass production yet, but the industry is already sketching out HBM9. According to The Elec, Yang Jun-mo, a principal researcher at the Korea Nanofab Center (NNFC), predicts that HBM9—expected to debut around 2040—will deliver performance more than 60 times higher than sixth-...

2025-11-28

[News] Tantalum Capacitor Rally on AI: Panasonic Reportedly Hikes 15–30%, Yageo Rides Wave

As global hyperscalers ramp up AI server data-center expansions, memory isn’t the only component in tight supply. Following recent price hikes by U.S. suppliers, Panasonic has informed distributors and direct customers of 15–30% increases on select tantalum capacitor models, Commercial Times rep...

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