Subject


Semiconductors


2025-09-04

[News] China’s Chip Industry Surges in 1H25 — 38 A-Share Listed Firms Reportedly Post Growth

According to Shanghai Securities News, China’s chip industry is reportedly seeing growth driven by AI. The report notes that among 102 A-share listed companies engaged in digital chip design, analog chip design, integrated circuit manufacturing, and IC packaging and testing, 66 posted profits in t...

2025-09-04

[News] First Intel 18A-Based Panther Lake Laptop Unveiled: Acer Leads with 16-Inch Ultralight Model

While Intel’s 18A process continues to face speculation over yield issues—casting doubt on whether it can enter mass production by late 2025 as planned—Taiwan’s Acer has unexpectedly become the first laptop brand to unveil a device powered by Team Blue’s 18A-based Panther Lake processor, a...

2025-09-03

[News] Intel Loses Silicon Photonics Lead to TSMC as Patent Filings Reportedly Plummet Since 2023

As silicon photonics becomes a cornerstone of the AI era, AI chip leader NVIDIA and AMD have joined the competition alongside traditional foundries. Yet, Nikkei reports that Intel—the early pioneer in this sector—has seen its patent filings slump, with TSMC overtaking the U.S. giant since 2023. ...

2025-09-03

[News] Alibaba’s Ant Group, ByteDance Back InnoStar, Boosting China’s Memory Chip Drive

According to STAR Market Daily, major Chinese tech companies are actively investing in the semiconductor sector, with one of the latest cases involving a local memory chipmaker. Sources indicate that Ant Group’s subsidiary, Shanghai Yunya Enterprise Management Consulting, has acquired a 1.87% stak...

2025-09-03

[Insights] Memory Spot Price Update: DDR4 Prices Outpace DDR5 as Memory Giants’ EOL Impact Lingers

According to TrendForce's latest memory spot price trend report, regarding DRAM, although spot transaction volumes keep shrinking, DDR4 prices have risen more than DDR5, showing that the impact of the DDR4 EOL announcements by the three major suppliers hasn’t fully faded. In terms of NAND, supplie...

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