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2025-06-24

[News] Japan Reportedly Develops Tech to Cut Heavy Rare Earth Use Amid Dependence on China

According to a report from Central News Agency, citing Nikkei, Japan has been actively working to reduce its dependence on Chinese rare earths. Efforts include lowering rare earth usage in manufacturing, promoting recycling, and developing entirely new products that do not rely on rare earths. Ho...

2025-06-24

[News] Fujitsu Taps TSMC for 2nm CPU, But Flags Rapidus as Key to Supply Chain Diversification

According to MoneyDJ, citing Nikkei, Fujitsu is developing a 2nm CPU named “MONAKA” based on designs from Arm. The chip is scheduled for commercialization in 2027 and is intended for AI and data center applications. A higher-performance successor is planned for the next-generation supercomputer ...

2025-06-24

[News] Historic DDR4 Spot Price Rally Reportedly Doubles DDR5, Propelling Nanya Tech’s Inventory Windfall

Last week, Taiwan’s top DRAM maker Nanya Technology reportedly halted DDR4 spot price quotes amid soaring prices. Now, with DDR4 16Gb chips nearly twice as expensive as equivalent DDR5—a first in DRAM history—the company is poised to profit from its large inventory, according to the Economic D...

2025-06-24

[News] NVIDIA Ramps up Investment in AI Startups at Full Speed

Over the past two years, NVIDIA has leveraged its rapidly growing wealth to actively invest in more than 80 artificial intelligence startups, establishing itself as a leader in the AI space. Since the launch of ChatGPT, NVIDIA’s revenue and stock price have surged, fueling a wave of investment in ...

2025-06-24

[News] Samsung Reportedly Resumes Cleanroom Work at Taylor in Q2; 2nm Tool Move-In Targeted for 2026

Samsung is reportedly stepping up preparations for production at its U.S. foundry. According to South Korean outlet ZDNet, citing sources from June 23, the company is discussing plans to begin installing equipment for its 2nm process at the Taylor fab in 2026. The report notes that after several...

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