Subject


Semiconductors


2025-01-22

[News] SK hynix Reportedly Set 1c DRAM Mass Production in Feb, While Samsung Delays by Six Months

Ahead of SK hynix’s upcoming fourth-quarter results announcement, another Korean memory giant, Samsung, may be in trouble again. According to MoneyToday, the company has delayed the development of its 10nm-class sixth-generation (1c) DRAM by another six months, postponing the target date to June, ...

2025-01-21

[News] Arm’s Reported 300% Price Hike Could Threaten the Future of Samsung’s Exynos Chips

According to a report from MoneyDJ, citing Sammobile, semiconductor intellectual property (IP) leader Arm is reportedly planning a significant price increase of up to 300%. This move could severely impact the future development of Samsung Electronics' Exynos series processors, as highlighted in the ...

2025-01-21

[News] Taiwan’s Alchip Adjusts Chip Design for Chinese Automakers to Meet U.S. Standards

According to a report from Commercial Times, sources indicate that due to U.S. restrictions on AI computing power exports to China, the application for an ADAS (Advanced Driver Assistance System) chip by Taiwanese ASIC manufacturer Alchip was rejected. The ADAS chip developed by Li Auto, named "S...

2025-01-21

[News] 6.4 Magnitude Earthquake Hits Southern Taiwan, TSMC Evacuates Factories, Impact Under Review

A 6.4 magnitude earthquake struck southern Taiwan early Tuesday, at 12:17 a.m., raising concerns about its impact on foundry giant TSMC. According to Commercial Times, the Economic Daily News and Reuters, TSMC evacuated staff from its central and southern Taiwan facilities, ensuring all employees we...

2025-01-21

[News] NVIDIA’s SEC Filing Highlights U.S. AI Diffusion Rule’s Impact on B200, GB200 with No Financial Warning

As the Biden administration brought hammer down on AI chip exports by introducing a three-tier system based on countries and companies, NVIDIA has voiced its disagreements on the regulations, calling it a “misguided AI diffusion rule. Notably, in a recent 8K filing with the SEC, the U.S. chipma...

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