Subject


Semiconductors


2025-04-25

[News] China Rumored to Ease 125% Tariffs on Semiconductors, Excluding Storage Chips

While the U.S. has temporarily spared chips from tariffs, Beijing's heavy retaliatory levies on U.S. semiconductors create uncertainty in the sector. But according to TechNews and Chinese media outlet mydrivers, chips from Qualcomm, Intel, and Texas Instruments may soon get a pass — with storage...

2025-04-25

[News] Intel Signals Tariff Impact: Weaker Q2, Slower AI PC Chip Demand; Reveals Talks with TSMC

Intel held its Q1 2025 earnings call on Thursday. According to Reuters, attention centered on the disclosure that CEO Lip-Bu Tan had recently met with TSMC CEO C.C. Wei and former chairman Morris Chang, as well as on the impact of trade uncertainties on Intel’s outlook. As highlighted by Reute...

2025-04-25

[News] Intel Tightens Belt amid Conservative Outlook: Layoffs in Q2, Lower 2025 Capex, No Acquisitions

Amid weak Q2 guidance, Intel CEO Lip-Bu Tan unveiled a series of sweeping changes to reshape the company—starting with major layoffs, cost cuts, and more. According to Intel’s press release and media reports, layoffs affecting up to 20% of the workforce are set to begin in Q2, with 2025 capex ta...

2025-04-24

[News] Samsung Reportedly Phasing Out HBM2E as Focus Shifts to HBM3E and HBM4

With 1y and 1z nm 8Gb DDR4 production reportedly winding down, Samsung is said to be discontinuing its HBM2E products as well, as Commercial Times reveals they’ve reached the Last Buy Order (LBO) stage. Though Samsung declined to confirm the information, this could imply its shift to more high-...

2025-04-24

[News] TSMC Tech Symposium Highlights: A14 Set for 2028 Launch; 9.5 Reticle CoWoS Arriving in 2027

With 2nm scheduled to enter mass production in 2H25, TSMC, at its North America Technology Symposium today, introduced more details on its next-gen advanced node, A14, which is expected to start production in 2028. Notably, Tom’s Hardware suggests that the initial version will lack backside power ...

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