In the ongoing race within the semiconductor industry, TSMC and Samsung Electronics are fiercely competing to lead in 2nm chip manufacturing. As per recent reports, both companies plan to begin mass production of 2nm chips in 2H25. However, TSMC is at an advantage in securing orders due to its super...

According to South Korean media outlet ETNews, industry sources on June 18 indicate that LG Innotek plans to supply camera modules for Figure AI’s humanoid robots. The two companies are reportedly in negotiations over specific volumes and pricing. If a final agreement is reached, shipments are exp...

According to TrendForce's latest memory spot price trend report, regarding DRAM, SK hynix and Micron are currently in last-time buy negotiations with DDR4 customers, pushing spot prices higher as contract prices are set to rise in Q3 2025. As for NAND flash, recent market rumors on China’s stern a...

According to a report from Reuters, China’s restrictions on the critical mineral antimony are starting to impact global lead-acid battery manufacturers, with customers also feeling the pain as soaring procurement costs are passed down the supply chain. Citing Steve Christensen, executive direct...

NVIDIA still leads in the AI chip race, but its global AI infrastructure push recently may reflect concerns that hardware growth may slow—and that CSPs ramping up ASIC development could become serious challengers. According to Commercial Times, as Google, Microsoft, and Meta ramp up in-house ASIC ...