Subject


Semiconductors


2025-03-12

[News] Samsung-Baidu 2nm Chip Deal Reportedly Stalls Amid U.S.-China Tensions

As Samsung pushes to expand its advanced-node customer base, its 2nm collaboration with China’s Baidu may be put on hold, according to Sedaily. The report, citing an industry source, reveals that Baidu previously aimed to produce AI chips with Samsung’s 2nm process, but talks stalled after Tr...

2025-03-11

[News] CHIPS Act Repeal Could Slash U.S. Semiconductor Market Share to Single Digits

Recently, concerns have arisen that U.S. President Donald Trump might repeal the CHIPS and Science Act. According to a report from Liberty Times, citing Bloomberg, if the Trump administration revokes the CHIPS Act, the U.S. semiconductor market share could drop to single digits. As noted in the B...

2025-03-11

[News] Samsung Electronics Begins First-Half Hiring, But Not for System Semiconductor Division

Recently, The Korea Economic Daily reported that Samsung Electronics has been closely reviewing its chip design and foundry businesses and is considering a potential restructuring due to ongoing struggles. This concern is also reflected in its hiring strategy. As noted by Korean media outlet NewsPim...

2025-03-11

[News] Rapidus’ Costly Bet on Cutting-Edge Nodes Raises Concerns, as Japanese Expert Calls for a Plan B

Japan’s Rapidus is making waves with its 2nm chip push, positioning itself against foundry giants like TSMC, Intel, and Samsung. But questions loom over its hefty investments and the absence of major client orders. A recent Asahi Shimbun report argues that Rapidus’ focus on extreme semiconductor...

2025-03-11

[News] NAND Prices on the Rise: Micron and SanDisk Lead in April, with Samsung, SK hynix Likely to Follow

The NAND market seems to be finally seeing a turnaround. According to Commercial Times and TechNews, U.S. memory makers like Micron and SanDisk have decided to kick off price hikes next month, with SanDisk set to raise NAND prices by over 10% starting April 1. In addition, South Korean memory gia...

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