Subject


Semiconductors


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 ...

2025-05-27

[News] Chipmaker Hygon to Acquire Sugon as China Pushes Chip Sector Consolidation

According to Commercial Times, citing South China Morning Post, China’s semiconductor sector has seen a surge in mergers and acquisitions in 2025, driven by the rollout of the “Six M&A Guidelines” and booming AI demand. The latest case involves local chip designer Hygon Information Technol...

2025-05-27

[News] Samsung Reportedly to End MLC NAND Shipments for Consumers by June, Shift to Automotive

While leading NAND flash makers are trimming output in early 2025, Samsung is reportedly exiting the Multi-Level Cell (MLC) NAND business to streamline its memory portfolio. According to The Elec, it will stop taking MLC NAND orders after June. However, industry sources note that Samsung intends ...

2025-05-27

[News] Asahi Kasei Rumored to Cut PSPI Supply for Advanced Packaging, Sparks Concern for TSMC, ASE

Amid surging demand for advanced packaging, key materials are now hot commodities for tech giants. According to EE Times China and the Economic Daily News, Japan’s Asahi Kasei, a top PSPI (photosensitive polyimide) supplier to semiconductor firms like TSMC and Samsung, plans to cut PIMEL shipments...

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