Subject


Semiconductors


2025-10-01

[News] OpenAI CEO Reportedly Meets Foxconn, TSMC, Heads to Korea to Explore Samsung, SK hynix Ties

According to Economic Daily News, sources say OpenAI CEO Sam Altman visited Taiwan on the 30th, reportedly discussing cooperation details of the U.S. AI project “Stargate” with Foxconn, the project’s largest AI server supplier. He reportedly also met with TSMC to discuss key issues such as waf...

2025-10-01

[News] Tesla and Apple Reportedly Eye Glass Substrates, Lifting Prospects for Taiwanese Suppliers

According to Commercial Times, industry sources suggest that Tesla and Apple are evaluating the use of glass substrates to improve chip performance. The report notes that if adopted, the move would likely target advanced, large-die applications such as autonomous driving platforms or AI server proc...

2025-10-01

[News] Intel to Unveil 18A at Tech Tour: Reportedly Limited Q3 Shipments, Panther Lake Debuts Oct. 9

With Team Blue currently hosting its first Intel Tech Tour in Arizona, new details on the 18A ramp-up have emerged. Commercial Times reports that the semiconductor began limited shipments to U.S. customers in Q3, with 18A wafers already in production and initial output of its own CPUs expected in Q4...

2025-10-01

[News] imec Achieves Single-Patterning High-NA EUV Milestones, Appoints New CEO to Sharpen AI Focus

According to its press release, imec announced a leadership transition, appointing Patrick Vandenameele as its next CEO effective April 2026, while sharpening its focus on the rising demands of AI chipmaking. At the same time, the institute reported breakthroughs in single-patterning High-NA EUV lit...

2025-10-01

[News] NVIDIA’s SOCAMM2 Orders Likely Evenly Split Among Memory Makers in 2026, 1c Adoption in Focus

Amid circulating rumors that NVIDIA may drop SOCAMM1 (Small Outline Compression Attached Memory Module) in favor of SOCAMM2 due to technical challenges, Etoday and DealSite indicate that the U.S. AI chip giant has placed next-year SOCAM module orders with Samsung, SK hynix, and Micron, likely distri...

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