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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...

2025-06-23

[News] If US Revokes Chip Tool Exemptions: Unpacking TSMC, Samsung, and SK hynix’s China Operations

The U.S. Commerce Department is mulling to revoke licenses previously granted to major chipmakers like TSMC, Samsung, and SK hynix—a move that could create fresh obstacles for their operations in China, according to Reuters. Citing the Wall Street Journal, Wccftech points out that Jeffrey Kessl...

2025-06-23

[News] Wolfspeed Nears Bankruptcy as Renesas Warns of JPY 250 Billion Loss

According to MoneyDJ, Wolfspeed is reportedly preparing to file for bankruptcy in the near future. Japanese semiconductor giant Renesas Electronics, which has a supply agreement with Wolfspeed, announces that it has signed a Restructuring Support Agreement (RSA) with the company. As noted in its pre...

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