Subject


Semiconductors


2026-03-13

[News] Samsung Reportedly Asks Execs to Fly Economy as Mobile Risks Worst-Ever Q1 on Memory Costs

Samsung Electronics is reportedly stepping up cost-cutting efforts within its Device Experience (DX) division, which oversees its smartphone business as well as TVs and home appliances. According to Hankyung, industry sources say the DX division is reviewing a range of cost-reduction measures under...

2026-03-13

[News] Micron Reportedly Schedules March 26 Tool Move-In at PSMC Tongluo Fab, Signaling Next Deal Phase

After formally signing an exclusive letter of intent to acquire Powerchip Semiconductor Manufacturing Corp. (PSMC)’s P5 fab in Tongluo for US$1.8 billion, Micron has begun moving the deal forward. According to TechNews, the memory giant recently sent out a confidential invitation announcing a tool...

2026-03-13

[News] NVIDIA May Offer First Look at Feynman at GTC 2026, TSMC A16 and Taiwan Supply Chain in Focus

NVIDIA may showcase previously unseen AI technology at NVIDIA GTC 2026, which some speculate could be related to the Feynman chip. According to TechNews, Feynman is a core product that NVIDIA is actively developing and plans to officially launch in 2028. It will also be the company’s first chip ma...

2026-03-13

[News] SerDes Wars Heat Up: Broadcom, Marvell, MediaTek Battle for AI Interconnect Supremacy

As AI models expand at breakneck speed, SerDes (Serializer/Deserializer) has become pivotal for boosting chip-to-chip data bandwidth. As observed by TrendForce, competition in high-speed SerDes has been heating up since 2025. In addition to Broadcom and Marvell, MediaTek reportedly broke into Google...

2026-03-12

[News] Google Makes First Appearance in Samsung’s Top Five Clients in 2025 amid Soaring TPU Demand

As NVIDIA reportedly overtook Apple to become TSMC’s largest customer, another chip giant—Samsung Electronics—also saw its key client lineup reshuffled in 2025. According to the company’s latest business report, cited by Korea JoongAng Daily and Sedaily, Google entered Samsung’s top five c...

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