Subject


Semiconductors


2025-05-22

[News] Ireland Reportedly Unveils Multi-Billion Euro Project to Draw TSMC and Samsung for Investment

According to Liberty Times, citing Business Post, Ireland unveils a new plan outlining a series of support measures aimed at advancing its semiconductor industry. The government is reportedly offering subsidies worth several billion euros to attract tech giants like TSMC and Samsung to invest in the...

2025-05-21

[News] NVIDIA Reaffirms TSMC as Preferred U.S. Advanced Packaging Partner, Reportedly Sidelines Intel

During the international press conference for Computex 2025,  NVIDIA CEO Jensen Huang, when asked whether NVIDIA might use Samsung or Intel for advanced packaging in the U.S., said the technology is highly advanced and that NVIDIA currently has no alternative—reaffirming TSMC as its sole partn...

2025-05-21

[Insights] Memory Spot Price Update: DDR4 Sees Larger Hikes Amid Tight Supply; DDR5 Up Incrementally

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market shows prices of DDR4 products registering larger hikes compared with prices of DDR5 products due to the anticipation of supply tightening in the future. As for NAND flash, buyers have slowed down inquiri...

2025-05-21

[News] Jensen Huang: NVIDIA’s China Market Share Plummets from 95% to 50% amid U.S. Export Curbs

Speaking at Computex 2025 in Taipei today, NVIDIA CEO Jensen Huang, in a rare blunt moment, openly called out how U.S. chip export controls have hammered the AI chip giant’s position in China. Once commanding 95% of the Chinese market four years ago, NVIDIA now holds just 50%, with local rivals ru...

2025-05-21

[News] Intel Reportedly Mulls Selling Network, Edge Units to Double Down on PC, Data Center Chips

Intel CEO Lip-Bu Tan has been working to steer the company toward a turnaround. According to Reuters, sources say Intel has explored the possibility of divesting its network and edge businesses, once known as NEX, as these segments no longer align with the strategic direction Tan is pursuing for the...

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