Subject


Semiconductors


2025-04-28

[News] Intel Announced Partnerships with Black Sesame, Model Best and BOS Semiconductors

During the 2025 Shanghai Auto Show, Intel announced new partnerships with companies including Black Sesame Technologies, Model Best, and BOS Semiconductors, aiming to collaboratively cross technological hurdles in the automotive intelligence process and build an open, mutually beneficial smart vehic...

2025-04-28

[News] Following JEDEC’s HBM4 Standard: What’s Next for SK hynix, Samsung, and Micron?

As memory giants gear up for the next-gen HBM battle, JEDEC has officially released the JESD270-4 HBM4 standard in mid-April. With AI models and HPC workloads demanding faster, larger memory, HBM4 is arriving just right on time. As per JEDEC’s press release, one of the major improvements in HBM...

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...

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