Subject


Semiconductors


2025-10-20

[News] Samsung Reportedly to Reveal HBM4 at Tech Fair in Late October to Close Gap with Rivals

With NVIDIA’s green light on 12-layer HBM3e, Samsung is ramping up its push into the HBM4 race. Shortly after revealing impressive HBM4e specs with per-pin speeds exceeding 13 Gbps, the memory giant is reportedly set to unveil HBM4 at its 2025 Samsung Tech Fair, taking place October 27–31 at t...

2025-10-20

[News] Micron Reportedly Poaches Samsung, SK hynix Talent to Bolster HBM at Taiwan’s Taichung Fab

Competition among global memory giants has been intensifying, and Micron has reportedly stepped up its recruitment efforts, actively targeting skilled engineers for its expanding global operations. According to Hankyung, sources indicate that Micron is using LinkedIn to recruit engineers with experi...

2025-10-20

[News] TSMC Reportedly to Break Ground 1.4nm Taichung Fab on Nov. 5; Mass Production Slated in 2H28

Fresh off celebrating the first NVIDIA Blackwell wafer produced in Arizona, TSMC is ramping up its 1.4nm expansion in Taiwan. According to Economic Daily News, the company filed construction plans with the Central Taiwan Science Park Administration on October 17 and plans to break ground on November...

2025-10-20

[News] Why GPU Rental Prices Keep Falling — and What It Says About the AI Boom

Is the AI bubble about to burst? The question has sparked increasing concern. According to Financial Times, AI hardware poses a striking paradox — it’s extremely costly to buy but cheap to rent. The report notes that when NVIDIA’s B200 GPU debuted in late 2024, it likely sold for around $50...

2025-10-17

[News] Micron Reportedly Exits China Server Chips; Samsung, SK hynix, and Local Makers Stand to Gain

Even tech giants aren’t immune to U.S.-China trade strains — and the memory sector is no exception. After reportedly cutting over 300 jobs in China as part of a global retreat from its struggling mobile NAND business, Micron is now exiting China’s server chip market, Reuters reports, following...

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