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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...

2025-07-31

[News] Groq Cuts 2025 Revenue Projection by USD 1.5B, Dealing Blow to Samsung Foundry

Samsung may have just secured a major win with its deal to produce Tesla’s “AI6” chipset, but it’s not all good news. According to Business Korea, citing The Information, Groq—a U.S. AI chip startup backed by Samsung Electronics—has sharply lowered its 2025 revenue forecast from USD 2 bi...

2025-07-31

[News] MediaTek Gears Up for 2nm Tape-Out in Sep; ASIC Reportedly to Boost 2026 Revenue

As Qualcomm and Samsung push into the 2nm era with the Snapdragon 8 Elite Gen 2 and Exynos 2600, Taiwan’s MediaTek confirmed at its July 30 earnings call that it’s also gearing up for 2nm, targeting edge and cloud AI chips—with tape-out expected in September, according to the Economic Daily Ne...

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