Subject


Semiconductors


2025-10-03

[News] TSMC’s EUV Program Cuts Peak Power 44%, Projected to Save US$22.4M by 2030

As noted by Tom’s Hardware, TSMC, the world’s largest foundry, consumes about 9% of Taiwan’s total electricity. To help curb this demand, the company has collaborated with suppliers on the “EUV Dynamic Energy Saving Program.” A pilot run showed the initiative can cut an EUV tool’s annual...

2025-10-02

[News] Western Digital Reportedly Bets $1B on Japan R&D to Power Next-Gen HDDs for AI

With AI driving unprecedented demand for data storage, Western Digital, the world’s largest hard-disk drive (HDD) maker, has announced plans to invest $1 billion in Japan over the next five years, according to Nikkei. CEO Irving Tan, as cited by the outlet, said the investment is aimed at “drivi...

2025-10-02

[News] SK hynix Reportedly to Double DRAM Capacity in 2H26 to Match Samsung, Pulls Back on NAND

Fresh off the massive boost from OpenAI’s Stargate project—with demand soaring to 900,000 DRAM wafers a month—South Korea’s memory titans are moving into expansion mode. The Bell reports that SK hynix plans to lift its DRAM wafer input to about 600,000 units per month in the second half of 2...

2025-10-02

[News] Taiwan’s UMC Reportedly to Slash Supplier Prices 15% in 2026—Mature Node Shake-Up Ahead

Amid the aggressive expansion strategy of Chinese foundries and weak demand on products like automotive electronics, Taiwan’s second-largest foundry UMC has reportedly notified its suppliers that, starting January 1, 2026, all supply contracts must see a price reduction of at least 15%, as reveale...

2025-10-02

[News] OpenAI’s Stargate 900k DRAM Wafers Could Hit 40% of Global Output — Led by Samsung & SK hynix

According to Tom’s Hardware, citing Reuters, Samsung and SK hynix have reached preliminary agreements to supply memory for OpenAI’s massive Stargate data center project. OpenAI’s projected demand could climb to 900,000 DRAM wafers per month—a staggering figure that may represent as much as 4...

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