Subject


Semiconductors


2025-09-23

[News] SK hynix Reportedly Negotiates Price Adjustments with Customers Following Micron, Samsung

Memory giants are preparing additional price hikes amid a shortage fueled by the AI boom. Following Samsung and Micron, SK hynix—while holding off on a formal announcement—is reportedly negotiating with customers under a policy of adjusting prices according to market conditions, according to SeD...

2025-09-23

[News] SK hynix Reportedly Launches M15 Pilot Line for 1b DRAM Production Amid Big Tech HBM Surge

As Samsung reportedly cleared NVIDIA’s qualification for its 12-layer HBM3E and races to catch up with other memory giants, SK hynix has fired up a pilot production line at its M15X facility in Cheongju, featuring 1b DRAM to meet growing HBM demand, according to The Bell. The company plans to m...

2025-09-23

[News] China Reportedly Blocks NVIDIA RTX Pro 6000D; Samsung, SK hynix Impact Seen as Limited

According to Tom’s Hardware, citing Financial Times, China’s Cyberspace Administration (CAC) has reportedly barred major firms, including ByteDance and Alibaba, from purchasing NVIDIA’s RTX Pro 6000D.  As Chosun Biz highlights, the RTX Pro 6000D was designed specifically for the Chinese marke...

2025-09-22

[News] TSMC 2nm Customer Surge: 15 Clients Reportedly Secured, 10 in HPC

As TSMC’s 2nm mass production countdown begins, speculation mounts over its major clients. KLA, a key chipmaking equipment supplier, reports that around 15 customers are designing at the N2 node, including roughly 10 high-performance computing (HPC) players, according to Investing.com, etnews and ...

2025-09-22

[News] Trump Proposes H-1B Visa Changes, Pressuring Indian Tech Workers; TSMC Reportedly Unaffected

According to Reuters, the Trump administration said on Friday it would require companies to pay $100,000 per year for H-1B worker visas, prompting some major tech firms to warn visa holders to remain in the U.S. or return quickly. As the report notes, the change could deliver a major blow to the tec...

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