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2025-07-31

[News] Arm Reportedly Weighs Chiplet and Solution Development, Raising Customer Tensions

Arm CEO Rene Haas said the company is stepping up investment in the potential development of chiplets and integrated solutions, according to a report from Reuters. As Reuters notes, Haas did not provide a timeline for when these investments might begin to generate profits, nor did he share specif...

2025-07-31

[News] Chinese Regulators Reportedly Summon NVIDIA Over H20 Chip Backdoor Security Risks

Shortly after White House Economic Adviser Kevin Hassett hinted at NVIDIA’s H20 AI chip shipments to China, Chinese authorities unexpectedly demanded NVIDIA explain the security risks and possible backdoors in its H20 chips, according to Chinese media outlet ijiwei. The report suggests that th...

2025-07-31

[News] Memory Giants Unite at SEMICON Taiwan as SK hynix’s Young HBM Head Steals Spotlight

As HBM competition heats up, the world’s top three memory giants—SK hynix, Samsung, and Micron—will share the stage in Taiwan for the first time this September at the Memory Executive Summit during SEMICON Taiwan 2025, according to Commercial Times and Knews. As per SEMICON Taiwan, the su...

2025-07-31

[News] ASML Tools Reportedly Exempt from U.S. Tariff, Easing Costs for Intel, Samsung, and TSMC

According to a report from Tom’s Hardware, the trade agreement signed earlier this week between the U.S. and the President of the European Commission introduces a 15% tariff on European-made goods entering the U.S. However, certain categories—such as semiconductor manufacturing equipment—are e...

2025-07-31

[News] Samsung Chip Division Profit Plunges 90% in Q2; H2 Hopes on HBM3E, 2nm

Just days after clinching a $16.5 billion deal with Tesla, South Korean memory giant Samsung posted Q2 results, showing a steep 55% drop in overall operating profit, as highlighted by Reuters. However, as Chosun Daily points out, its semiconductor business took an even harder hit, with profit plungi...

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