Subject


Semiconductors


Huawei
2025-06-05

[News] Huawei Advances, but U.S. Reportedly States China’s Advanced Chip Output Limited to 200K

As the U.S. moves to restrict NVIDIA’s H20 chip in China, Commerce Secretary Howard Lutnick said China still can’t mass-produce advanced semiconductors, adding that the country can make only around 200,000 high-end chips, according to Bloomberg. Bloomberg, citing Lutnick, sees this as clear e...

2025-06-05

[News] GlobalFoundries Commits $16B to Strengthen U.S. Semiconductor Manufacturing

According to a report from Economic Daily News, citing Bloomberg, GlobalFoundries—the largest contract chipmaker in the U.S.—announced on June 4 that it will invest USD 16 billion to boost domestic chip production. The company is the latest to publicly commit billions of dollars toward expanding...

2025-06-05

[News] Samsung, Micron Rumored to Exit MLC, Driving Price Hikes and Order Surge for Taiwanese Suppliers

Samsung is reportedly pulling out of the MLC NAND flash market—and Micron might be next. According to Liberty Times, both memory giants are shifting away from low-capacity MLC products, sparking price hikes and a surge in orders for Taiwanese suppliers. While neither company has confirmed its ...

2025-06-05

[Insights] China’s EDA Self-Sufficiency Tops 10% in 2024 — Will U.S. Crackdown Boost or Block Its Chip Push?

After Huawei’s Kirin X90 reportedly entered mass production on 5nm and Xiaomi wowed the world with its self-developed XRING O1—rumored to be built on 3nm—all eyes are now on China’s chip scene. However, with Washington blocking EDA giants like Synopsys, Cadence, and Siemens from supportin...

2025-06-04

[News] South Korea’s New President Lee Jae-myung Promotes AI Chip Drive, But Industry Doubts Remain

With Lee Jae-myung of the Democratic Party of South Korea virtually confirmed as the 21st president, attention is turning to whether he will deliver on pledges to strengthen South Korea’s semiconductor industry—its top export and a key growth driver in the AI era, as noted by Chosun Biz. Preside...

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