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2025-06-27

[News] Can Global Fab Expansion Keep Up with Micron’s HBM Surge? Timeline Update from U.S., Japan & India

Micron’s record-breaking revenue in Q3 FY2025 was driven by a nearly 50% surge in HBM sales—and the momentum isn’t slowing. The U.S. memory giant now aims for a roughly 25% share of the HBM market by year-end, as noted by ZDNet. While its upbeat outlook draws market attention, the spotlight is...

2025-06-26

[News] China’s New Rare Earth Rules Reportedly Target Experts, Curb Overseas Travel to Prevent Leaks

While Beijing has yet to approve exports of certain rare-earth magnets used in U.S. fighter jets and missile systems, it is tightening control over the industry at a deeper level. According to the Wall Street Journal, China is now requiring firms to register technical staff and collect their passpor...

2025-06-26

[News] Samsung Nears Qualcomm 2nm Deal as Foundry Recovery Gains Momentum

According to a report from South Korean outlet Business Post, Samsung Electronics appears close to securing Qualcomm as the first major customer for its next-generation 2nm foundry process. This development could mark a significant step toward reviving Samsung’s struggling contract chip manufactur...

2025-06-26

[News] Micron Scales Up HBM to Four Major GPU/ASIC Clients; Targets 24% Market Share by Year-End

Fueled by a nearly 50% surge in HBM sales in the third quarter of fiscal 2025, Micron posted record revenue and is now eyeing another milestone. According to ZDNet, the U.S. memory giant aims to increase its HBM market share to 23–24% by the end of 2025. Notably, Micron said in its press releas...

2025-06-26

[News] NVIDIA and Foxconn in Talks to Deploy Humanoid Robots in Houston, Production Expected Next Year

In Houston, NVIDIA and Foxconn are actively discussing the deployment of humanoid robots to support AI server manufacturing at a new facility. As per Reuters, if the project proceeds successfully, it will mark NVIDIA’s first use of humanoid robots in its manufacturing processes, and also represent...

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