Subject


Semiconductors


2025-04-16

[News] TSMC Reportedly to Bring FOPLP Packaging Tech to U.S., Trial Production May Start in 2027

Amid Trump’s tariffs, TSMC has been stepping up its investment in the U.S. According to Economic Daily News, the company is accelerating the timeline for its second Arizona fab. In addition, TSMC is reportedly set to introduce its latest fan-out panel-level packaging (FOPLP) technology in the U.S....

2025-04-16

[News] NVIDIA Reportedly Takes $5.5B Charge Over U.S. H20 Sales Restrictions, Risks $18B Revenue Loss in 2025

Shortly after announcing a massive $500 billion AI investment in the U.S., NVIDIA said it would take a $5.5 billion charge after the U.S. restricted exports of its H20 AI chip to China, according to Reuters and Bloomberg. The Bloomberg report suggests that NVIDIA’s $5.5 billion writedown signal...

2025-04-16

[News] Novel Memory “DRAM+”May Emerge as Germany Restarts Memory Chip Production

Recently, German semiconductor company Neumonda announced a strategic partnership with Ferroelectric Memory Company (FMC) to establish a new production line for non-volatile memory chips (FeRAM) in Dresden, Germany. At the core of this collaboration is FMC’s innovative “DRAM+” technology. I...

2025-04-15

[News] AMD to Double Down on U.S. Output, with First Domestic Chip Set to Roll Out from TSMC Arizona

With NVIDIA unveiling a massive up to $500 billion investment in the U.S., AMD, another American chip powerhouse, is also doubling down on domestic production. CEO Lisa Su confirmed today that AMD is boosting U.S. output, and according to Reuters, its flagship chips will soon roll off TSMC’s new A...

2025-04-15

[News] Intel Sells Altera to Silver Lake for $4.46B; Taps Marvell Exec as New CEO

Intel CEO Lip-Bu Tan previously stated that, in order to achieve a successful turnaround, the company must divest its non-core assets—and now, the first step has been taken. According to Liberty Times, citing Reuters, Intel announced on Monday (April 14) that it will sell a 51% stake in its subsid...

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