Subject


Semiconductors


2025-05-16

[News] NVIDIA Said to Build Shanghai R&D Hub Amid U.S. Export Curbs, But Core Design Could Stay Abroad

Amid tightening U.S. export controls, NVIDIA has seen a sharp revenue decline in China. According to Economic Daily News, citing Financial Times, the company reportedly plans to set up a new R&D center in Shanghai to bolster its position in the market. The center will focus on solutions tailored...

2025-05-16

[News] Samsung Reportedly Revises High-NA EUV Plans: Limited Memory Use, Foundry Begins at 1.4nm

According to South Korean media outlet The Bell, Samsung Electronics and SK hynix are reportedly delaying the adoption of ASML’s high-NA EUV lithography equipment in their DRAM production, citing the steep cost of the tools and upcoming shifts in DRAM architecture. 3D DRAM Architecture Won’t ...

2025-05-16

[News] Applied Materials’ China Sales Slide Amid U.S. Curbs, Guides Muted Q3 Outlook

Unlike Dutch chip tool giant ASML, which recently signaled stronger-than-expected demand from China, Applied Materials struck a more cautious tone for the current quarter, with U.S. export curbs and tariffs continuing to pressure sales in China, one of its key markets, according to Reuters and Bloom...

2025-05-16

[News] U.S. Rumored to Mull Adding DRAM Giant CXMT and More Chinese Tech Firms to Entity List

With new chip tariffs possibly around the corner, Washington may be gearing up for another strike on China’s semiconductor sector. According to Reuters, citing Financial Times, the U.S. Commerce Department is weighing whether to slap more Chinese tech firms—including DRAM giant CXMT—onto its e...

2025-05-16

[News] Vietnam’s Semiconductor Packaging & Testing Industry Picks up Steam

Phase II of CT Semiconductor’s Packaging and Testing Plant Underway As per Vietnam’s published semiconductor development strategy, the country has set specific goals for 2030 and 2050. By 2030, Vietnam aims to establish at least 100 chip design companies, one small-scale semiconductor manufac...

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