Subject


Semiconductors


2025-05-28

[News] TSMC to Open First European Design Center in Munich by Q3 2025, Focusing on AI and Automotive

TSMC has been accelerating its global expansion. According to a report from Commercial Times, citing Reuters, TSMC plans to establish a chip design center in Munich, Germany, which is expected to officially launch in the third quarter of 2025. As Commercial Times highlights, this will be TSMC’s fi...

2025-05-28

[News] NVIDIA’s Earnings Preview: H20 Fallout Impact, New China GPU, and GB200/300 Push

With NVIDIA’s earnings call just 24 hours away, the spotlight is on how the U.S. AI chip powerhouse will steer through looming tariff threats and the H20 bans. Here’s a comprehensive snapshot of the key issues on what the market needs to watch as NVIDIA reveals its outlook. H20 Restrictions a...

2025-05-28

[News] China Reportedly Mulls New “Made in China” Plan with Focus on Semiconductor Manufacturing Tools

According to a report by Economic Daily News, citing Bloomberg, China is reportedly planning an upgraded follow-up to its “Made in China 2025” strategy, aimed at further expanding domestic production of advanced technology products. As highlighted by Semafor, citing Bloomberg, the new plan is...

2025-05-28

[News] Samsung OSAT Partner Hana Micron Reportedly Slashes Vietnam Capacity to One-Third

With tariff risks looming and market uncertainties rising, South Korean headquartered OSAT giant Hana Micron has reportedly scaled down its expansion plan in Vietnam. According to The Financial News and Vietnam’s CAFEF, its Bac Ninh plant is seeking approval to cut production capacity by two-third...

2025-05-27

[News] Wolfspeed’s Rumored Bankruptcy Puts Renesas’ $2B SiC Supply Deal at Risk

According to Japanese media outlet Nikkan Kogyo Shimbun, U.S.-based silicon carbide wafer producer Wolfspeed is reportedly moving toward filing for Chapter 11 bankruptcy protection. This development is prompting Japanese firms—including Renesas Electronics, which holds a 10-year supply agreement ...

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