Subject


Semiconductors


2025-04-11

[News] A Deep Dive into Intel CEO’s Vast China Investment Portfolio: SMIC, YMTC Supplier and More

Intel’s new helmsman, Lip-Bu Tan, is best known as a seasoned investor and still chairs Walden International. However, as highlighted by Reuters, his investments in China appear more extensive than expected, reportedly covering hundreds of Chinese tech companies. Stakes in Over 600 Chinese Firm...

2025-04-11

[News] Global Wafer Foundry Market Pattern Could be Reshaped

Amidst a complex international landscape and a sharply polarized end-market demand, the global foundry industry is entering a period of reorganization, marked by frequent personnel changes and merger rumors. Meanwhile, the development of advanced process technologies has picked up steam, while the m...

2025-04-10

[News] Tariffs on Chip Gear Could Spike U.S. Fab Costs: TSMC Reportedly to Spend $6B or More

Trump may have hit the brakes on tariffs for 90 days, but concerns still linger. If they go into effect later, chipmakers like Intel and TSMC could face 20% higher costs for ASML gear if they plan to use it in U.S. fabs, according to BITS & CHIPS. The BITS & CHIPS report highlights that w...

2025-04-10

[News] Intel Acts on 25% U.S. Tariff on Aluminum and Steel: New Compliance Policies for Suppliers

Though Trump has announced a 90-day pause for nations hit by the latest round of U.S. tariffs, tech giants have already been making moves in terms of the potential impact. According to Tom’s Hardware, Intel is rolling out new compliance policies for its suppliers, following the U.S. decision to im...

2025-04-10

[News] Samsung Reportedly Begins 1nm Process Development, Targets 2029 Mass Production

Despite recent market rumors that Samsung might cancel its 1.4nm node to cut foundry business losses, a report from Wccftech, citing SEDaily, states that the company has begun development of its 1-nanometer (1nm) process. According to sources cited in the report, Samsung has formed a dedicated team ...

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