Subject


Semiconductors


2025-05-23

[News] Giants Split on Chip Tariffs: TSMC Backs Tax Credit Extension, Intel Defends Overseas Supply Chain

As the public comment window for the U.S. Section 232 semiconductor probe closed in early May, tension simmered across the chip industry—many feared that the lack of public response could increase the chances of steep tariffs. But according to data released by the Bureau of Industry and Security o...

2025-05-23

[News] Xiaomi and Qualcomm Signed a New Multi-Year Agreement

On May 20, Qualcomm announced that it has signed a new multi-year cooperation agreement with Xiaomi, marking a new phase in their deepening collaboration — extending from smartphones to a comprehensive smart ecosystem. Under the agreement, Xiaomi’s flagship smartphones will continue to be pow...

2025-05-22

[News] Samsung Reportedly Plans 1c DRAM Expansion for HBM4 in Hwaseong and Pyeongtaek by Year-end

As HBM4 has become the next battle ground for memory giants, Samsung seems to be aiming to close its gap with SK hynix through aggressive investment. According to ZDNet, Samsung plans to expand 1c DRAM (6th-gen 10nm-class) production in both Hwaseong and Pyeongtaek, with investments starting by year...

2025-05-22

[News] Global Semiconductor CapEx Rises 27% in Q1, with Memory Spending Surging Over 50%

According to SEMI’s latest report, global semiconductor capital expenditures (CapEx) fell 7% quarter-over-quarter in Q1 2025 but rose 27% year-over-year, driven by sustained investments in advanced logic, high-bandwidth memory (HBM), and advanced packaging technologies that support AI applications...

2025-05-22

[News] Qualcomm Back to the Data Center Market, with Related Oryon CPU Structure Expected to Unveil Later

U.S. chip giant Qualcomm held its COMPUTEX 2025 keynote speech on May 19, during which CEO Cristiano Amon announced the company’s re-entry into the data center market. While a detailed product roadmap has yet to be revealed, Amon believes Qualcomm is well-positioned for this move. With its recent ...

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