Subject


Semiconductors


2025-08-04

[News] Intel’s Chip Packaging Expert Jumps to Samsung Amid Reported Glass Substrate Retreat

Significant personnel changes are underway at Intel as the company shifts direction under CEO Lip-Bu Tan. According to The Wall Street Journal, Gang Duan, a longtime Intel expert in chip packaging, has left the U.S. firm to join Samsung’s components division. The report highlights Duan’s key con...

2025-08-04

[News] South Korea Posts Record July Chip Exports, Up 31.6% YoY on HBM and DDR5 Demand

According to MoneyDJ, citing South Korean media outlet Yonhap News, South Korea’s Ministry of Trade, Industry and Energy announced on August 1 that exports in July 2025 reached USD 60.82 billion—an impressive 5.9% increase year-over-year—setting a new record high for the month of July and mark...

2025-08-04

[News] Samsung Bets on Local Chip Firm Rebellions and Israeli Startup Teramount to Ride the AI Wave

Riding the AI boom, Samsung has recently invested in two promising startups: Israeli optical tech firm Teramount and South Korea’s AI chip maker Rebellions, according to CNBC, Maeil Business Newspaper and Pulse. Rebellions: A Win-Win Bet for Samsung As noted by CNBC, Rebellions has secured b...

2025-08-01

[News] Chipmaking Tool Giants TEL, KLA Flag Weak China Demand in 2025 Amid Trade Tensions

Global semiconductor equipment giants Tokyo Electron (TEL) and KLA have recently announced their financial forecasts, with declining revenue contributions from China emerging as a key concern. According to MoneyDJ, chipmakers are scaling back equipment investment plans, prompting Japan-based TEL to ...

2025-08-01

[News] Intel NEX Spinoff Reportedly Draws Ericsson’s Interest, with $100M+ Investment on the Table

Intel is moving quickly as it trims non-core operations and shifts strategy. Just after reports of a planned spin-off of its Network and Edge Group (NEX), Bloomberg reveals that Ericsson is in talks to invest hundreds of millions in the unit. According to Bloomberg, under the discussion, Ericsson...

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