Subject


Semiconductors


2025-08-18

[News] NVIDIA Reportedly Drives 27% of SK hynix Revenue in 1H25, Cementing AI Chip Partnership

As a key supplier of HBM3 and HBM3e to NVIDIA and a major beneficiary of the AI boom, SK hynix showcases its strong industry position in its freshly released 2025 semi-annual report, highlighting the close partnership with the U.S. chip giant. According to Yonhap News, the company reportedly earned ...

2025-08-18

[News] Hua Hong Seeks Controlling Stake in HLMC in Major China Foundry Consolidation Push

China’s No. 2 foundry, Hua Hong Semiconductor, is reportedly moving to acquire a controlling stake in Shanghai Huali Microelectronics (HLMC) via a combination of share issuance and cash, along with a supporting capital raise, according to ijiwei and Security Times. The deal, aiming to resolve t...

2025-08-18

[News] TSMC Arizona Delivers 2Q25 Investment Income; as Kumamoto Fab Struggles with Losses

According to Commercial Times, TSMC reported a net profit of NT$398.27 billion in the second quarter of 2025. Within this, TSMC Arizona posted NT$4.232 billion in net income, its second straight quarter of profitability. For the first time, it also contributed NT$6.447 billion in investment income r...

2025-08-18

[News] NVIDIA Reportedly Eyes Small-Scale HBM Base Die Production in 2027: Rattling Memory, Chip Markets

Market rumors suggest NVIDIA has kicked off development of its own HBM base die, sending ripples through the supply chain as it could reshape the next-generation HBM landscape. According to the Commercial Times, the chip is expected to be built on the 3nm node, with small-batch trial production sche...

2025-08-18

[News] China Unveiled its First Commercial Electron Beam Lithography Machine

On August 13, China’s first domestically developed commercial electron beam lithography machine, Xizhi, was officially unveiled in Yuhang, Zhejiang. According to Hangzhou Government Website, this machine is one of the first projects signed at Zhejiang University’s Technology Commercialization...

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