Subject


Semiconductors


2025-04-21

[News] NVIDIA CEO Rumored to Meet DeepSeek’s Founder during His Visit in China

As per CCTV News, on April 17, NVIDIA CEO Jensen Huang arrived in Beijing at the invitation of the China Council for the Promotion of International Trade (CCPIT). His visit to China sends a positive signal of cooperation and demonstrates NVIDIA’s long-term commitment to the Chinese market. Duri...

2025-04-18

[News] Micron Creates Dedicated HBM Business Unit, Reportedly Eyes Custom Memory for Big CSPs

As HBM has emerged as a key battle ground for memory giants amid the surging demand for AI, Micron has created a dedicated business unit for HBM. The company says in its press release that the new structure will be in place by early fiscal Q4, starting May 30, 2025, and financial reporting will foll...

2025-04-18

[News] Samsung Reportedly Dismisses Taylor Fab Delay Rumors, Confirms Operations Set to Begin in 2026

Following market rumors that Samsung may slow down its U.S. investment and further delay the timetable for its Taylor plant to 2027, a latest report from KXAN suggests that Samsung pushed back, claiming it still aims to start operations by the end of 2026. According to South Korean media outlet T...

2025-04-18

[News] Lip-Bu Tan’s First Move as Intel CEO: Strengthening AI Leadership, Cutting Management Layers

Intel's new CEO Lip-Bu Tan has made his first major leadership move, according to a memo reviewed by Reuters. Intel’s data center and AI chip groups, as well as its personal-computer chip group, will now report directly to Tan. He has also promoted networking chip head Sachin Katti to serve as bot...

2025-04-18

[News] Chip Tariffs Loom: Samsung, SK hynix Brace as China Reportedly Makes Up 40%, 30% of NAND Output

As the U.S. gears up to announce new tariffs on semiconductor products, anxiety is mounting among South Korean memory firms like Samsung and SK hynix. According to Sisa Journal and Asia Business Daily, both manufacture key memory semiconductors—including NAND and DRAM—in China, with their NAND p...

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