Subject


Semiconductors


2025-12-11

[News] TSMC Reportedly Weighs Shifting Kumamoto 2nd Plant from 6nm/7nm to 4nm Amid AI Demand

TSMC is reportedly reassessing its strategy in Japan amid surging AI demand. According to Nikkei, the company is considering shifting its second Japan fab toward producing more advanced chips than originally planned. As the report highlights, TSMC is weighing a move to 4nm production at the second p...

2025-12-11

[News] Canon Reportedly Mulls Multi-Billion-Yen Investment in Rapidus’s 2nm Push

Japan is advancing its 2nm ambitions with Rapidus, and the investment required is enormous. According to Japanese outlet Kyodo News, sources say Canon is in the final stages of negotiations to invest in Rapidus, with the amount expected to be in the several-billion-yen range. As a semiconductor equi...

2025-12-11

[News] SK hynix Reportedly Aims 100 Million IOPS with AI-NAND by 2027 in Collaboration with NVIDIA

2027 is shaping up to be a pivotal year for SK hynix's next-generation NAND ambitions. The company is accelerating its next-generation AI NAND development by teaming up with NVIDIA, aiming to deliver storage performance up to 30 times faster than current enterprise SSDs by 2027, according to ZDNet. ...

2025-12-11

[News] China’s US$16.4B Chip Megamerger Collapses as Hygon and Sugon Call Off Deal

China’s drive for tech autonomy through deeper integration has encountered an unexpected pause. According to South China Morning Post, supercomputer maker Sugon and chip designer Hygon have scrapped a long-anticipated mega-merger that had been under discussion for months. As the report notes, t...

2025-12-11

[News] Samsung CEO Roh Reportedly to Meet Micron in Rare CES Meeting Over Tight Mobile DRAM Supply

Amid a sharp surge in memory prices, even Samsung is feeling the strain despite its in-house capacity. DealSite reveals that Roh Tae-moon, CEO and Head of Samsung Electronics’ DX Division, will meet Micron CEO Sanjay Mehrotra on the opening day of CES 2026 in Las Vegas, running January 6–9. A...

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