Subject


Semiconductors


2025-09-15

[News] Beijing Says NVIDIA Violated Anti-Monopoly Law, Potential Fines Up to 10% of China Sales

According to CNBC, China’s market regulator said Monday that a preliminary investigation found NVIDIA in violation of the country’s anti-monopoly law, adding that Beijing will continue its probe into the U.S. chipmaker. As Bloomberg indicates, China’s State Administration for Market Regulation...

2025-09-15

[News] Western Digital Raises HDD Prices Amid Soaring Demand, Shipping Delays of Up to 10 Weeks

Following SanDisk’s 10% NAND price hike and Micron’s week-long pricing freeze, Western Digital has become the third company to act, notifying customers that it will gradually raise prices on all HDD products effective immediately, according to industry sources. According to the notice spotted...

2025-09-15

[News] NVIDIA May Be Among the First to Adopt TSMC A16 for 2028 Feynman Architecture

According to Commercial Times, sources say NVIDIA is weighing the adoption of TSMC’s most advanced process, the A16 — a 2nm-class node with backside power delivery slated for mass production in the second half of 2026. In 2026, alongside major smartphone makers adopting TSMC’s 2nm, AMD is set...

2025-09-15

[News] NVIDIA Rumored to Ditch SOCAMM1 for Next-Gen SOCAMM2, Opening Door for Samsung, SK hynix

While Micron reportedly passed NVIDIA’s verification and became the first of the big three memory makers to ship SOCAMM (Small Outline Compression Attached Memory Module), the U.S. AI chip giant may revise its adoption plan for this new low-power DRAM (LPDDR) server memory module—a move that cou...

2025-09-15

[News] China Opens Analog Chip Dumping Probe Against TI, Broadcom and Others Over 300% Margin

Ahead of a new round of U.S.-China trade talks in Spain from September 14 to 17, Beijing has stepped up pressure on Washington. On Saturday, China’s Ministry of Commerce announced anti-dumping investigations targeting U.S. analog chips from Broadcom, Texas Instruments, Onsemi, and ADI, according t...

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