Subject


Semiconductors


2025-12-17

[News] Apple Reportedly Pushes In-House AI Chip, Eyes 2027 Server Deployment; Foxconn to Gain

Apple is entering the race to develop in-house AI chips. According to Economic Daily News, citing sources, the company is working with Broadcom to develop its first proprietary AI chip, dubbed “Baltra,” with AI servers deployment expected to begin in 2027. The move aims to further advance Apple ...

2025-12-17

[News] Kingston Warns NAND Prices Have Surged 246% Since Early 2025, Signals More Price Hikes Ahead

Amid a global memory price surge driven by tight supply, another major module maker is warning of imminent price hikes. Citing remarks from Kingston Datacenter SSD Business Manager Cameron Crandall, Tom’s Hardware and TechPowerUp report that NAND prices—already up 246% since 1Q25—are likely to...

2025-12-17

[News] European Commission Approves EUR 623M in German State Aid to Support Construction of Two Chip Fabs

On December 11, the European Commission announced that it has approved EUR 623 million in German state aid for GlobalFoundries and X-FAB to support the construction of two new semiconductor manufacturing facilities in Germany. The aid consists of two grants, valued at EUR 495 million and EUR128 m...

2025-12-17

[News] Samsung Unveils Sub-10nm DRAM Breakthrough with InGaO, Reportedly Eyes 0a/0b Adoption

Having completed development of its 6th-generation 1c DRAM on a 10 nm-class process in July, Samsung Electronics is now moving forward with next-generation DRAM technology. According to The Elec, Samsung and the Samsung Advanced Institute of Technology (SAIT) unveiled a new method for implementing...

2025-12-16

[News] Intel Completes First 2nd-Gen High-NA EUV Acceptance Testing; ASML Eyes 2027–28 Mass Production

Intel is continuing efforts to advance its foundry business and has reached another milestone with equipment supplied by Dutch lithography toolmaker ASML. According to a recent blog post from the company, Intel and ASML have completed “acceptance testing” on the first second-generation High-NA E...

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