Subject


Semiconductors


2025-02-25

[News] Trump Administration Reportedly Eyes Stricter Chip Export Curbs on China, With TEL and ASML in Focus

According to MoneyDJ, citing Bloomberg, the Trump administration is reportedly weighing tighter semiconductor export restrictions in an effort to further suppress China’s chip industry. As noted in the report, sources indicate that Trump administration officials have recently held discussions w...

2025-02-25

[News] China Advances in AI Chips: Huawei Reportedly Boosts Yield to 40%, Making Ascend Line Profitable

China appears to be quickly catching up in the memory sector, with CXMT and YMTC leading the charge. Now, the country seems to be making strides in AI chips as well, an area dominated by U.S. giant NVIDIA. According to the Financial Times, Huawei has boosted the yield of its latest AI chips to nearl...

2025-02-25

[News] TSMC Reportedly Delays Second Kumamoto Fab Construction; 2027 Mass Production On Track

According to Commercial Times, citing Japanese media outlet TBS News, the construction of TSMC’s second fab in Kumamoto has reportedly been delayed, with the groundbreaking date pushed back from the originally planned "first quarter of 2025" to "sometime within 2025." However, the plant’s pro...

2025-02-25

[News] Intel Claims High-NA EUV Machines in Production with Good Results, But 18A Yield Concerns Loom

Shortly after confirming positive progress on its 18A node, with tape-outs set for 1H25, Intel also updated on its adoption of high-NA EUV equipment. On Monday, the company revealed that the first two high-NA EUV machines from ASML are in production, processing 30,000 wafers in a quarter already, as...

2025-02-25

[News] EU & Japan Grant Major Semiconductor Subsidies: Infineon, TSMC in Focus

Recently, the semiconductor industry has seen two major developments, as the EU and Japan have each announced substantial subsidies for semiconductor-related companies to promote local industry growth. Infineon Receives €920 Million EU Subsidy, Dresden Plant Accelerates Development On Februa...

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