Subject


Semiconductors


2025-08-21

[News] Intel Reportedly Offers Discounted Equity to Additional Investors After SoftBank Investment

According to CNBC, sources say Intel is in talks with other major investors for a discounted equity infusion, just days after the struggling chipmaker received a $2 billion injection from SoftBank Group. Reuters notes this could mark a second discounted capital infusion, following SoftBank’s $2...

2025-08-21

[News] U.S. Eyes TSMC Stake: Legal Hurdles, Shareholder Concerns, and What’s at Play

U.S. Commerce Secretary Howard Lutnick, as per Reuters, is weighing a plan to swap CHIPS Act subsidies for equity stakes in recipients such as TSMC, Samsung, and Micron—an idea drawing intense scrutiny over both its impact and feasibility. According to the Economic Daily News, before the plan c...

2025-08-21

[News] Chinese Research Team Achieves New Breakthrough in Semiconductor, Based on DRAM Principle

Currently, in fields such as autonomous driving, smart home systems, and industrial control, there is an increasing demand for edge-intelligent hardware to locally process real-time environmental data generated by sensors and smart devices, thereby minimizing decision latency. Neuromorphic hardware ...

2025-08-21

[News] Samsung Reportedly Seizes on Intel Talent Exodus, Hiring Glass Substrate and Packaging Experts

According to Chosun Biz, Intel’s financial strain, sweeping restructuring under CEO Lip-Bu Tan, and the cancellation of multiple projects have triggered an exodus of key talent — prompting Samsung Electronics and its affiliate Samsung Electro-Mechanics to reportedly recruit these departing Intel...

2025-08-20

[Insights] Memory Spot Price Update: DRAM Trading Gradually Loses Steam as DDR5, DDR4 Drop Slightly

According to TrendForce's latest memory spot price trend report, regarding DRAM, the main focus for 3Q25 has been the rebound in contract prices, but trading momentum has gradually slowed down recently, with prices of DDR5 and DDR4 products experiencing slight declines. Meanwhile, in terms of NAND, ...

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