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2025-06-06

[News] SMIC Offloads Ningbo Stake to Local Chipmaker Goke Micro in Strategic Move

Amid China’s semiconductor consolidation wave to push back against U.S. pressure, local foundry giant SMIC announced on June 5 it is selling its full 14.83% stake in SMIC Ningbo to Shenzhen-listed Goke Microelectronics, according to Sina and the Science and Technology Innovation Board Daily. Pe...

2025-06-06

[News] Kioxia Plans to Double Output in Five Years, Ramping Up NAND Flash for AI Data Centers

According to a report from MoneyDJ, citing Nikkei, Japanese NAND flash memory giant Kioxia announced its mid- to long-term business plan on June 5, aiming to double its production capacity by fiscal 2029 compared to fiscal 2024 by expanding production lines at its two main facilities in Japan—the ...

2025-06-06

[News] Intel Reportedly Demands 50% Margins for New Products in Profitability Push

Intel's new CEO, Lip-Bu Tan, has been working to turn the company around. According to Tom’s Hardware, Intel has stopped approving new projects unless they can demonstrate a projected gross margin of at least 50%, based on industry expectations, as stated by Intel Products CEO Michelle Johnston Ho...

2025-06-06

[News] U.S. Reportedly to Allow AI Chip Exports to Allies If Run by Approved U.S. Operators Soon

Just weeks after Trump hit pause on Biden’s sweeping AI Diffusion Rule—which tried to rank every country in a strict three-tier system—Commerce Secretary Howard Lutnick reportedly teased a revamped version is coming pretty soon, though he could not provide a specific timeline. Speaking on J...

2025-06-06

[Insights] Panel Prices in Early June: TV and MNT Prices Flat Amid Rising Inventories

TrendForce discloses the latest panel prices for early June, with details as follows. TV As June begins, demand for TV panels is showing signs of weakening. Since the first quarter, brand customers have been actively restocking, leading to a gradual buildup in inventory levels. Starting in t...

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