Amid rumors that TSMC declined expansion offers in Qatar, Taiwan’s second-largest foundry, UMC, revealed on May 28 that Middle Eastern countries also approached them for collaboration, according to Commercial Times and CNA. However, the reports note that UMC showed little interest, prioritizing Si...

Trump’s tariffs have kept the industry on alert. According to ijiwei, citing a report from the U.S. think tank Information Technology and Innovation Foundation (ITIF), implementing a blanket 25 percent tariff on semiconductor imports would lead to a 0.18 percent decline in U.S. economic growth i...

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 prices have shown signs of slowing, with overall DRAM price hikes expected to ease in 3Q25. As for NAND flash, spot prices have reached a relatively high level after rising since late February, and buying momentum ...

TSMC has been accelerating its global expansion. According to a report from Commercial Times, citing Reuters, TSMC plans to establish a chip design center in Munich, Germany, which is expected to officially launch in the third quarter of 2025. As Commercial Times highlights, this will be TSMC’s fi...

With NVIDIA’s earnings call just 24 hours away, the spotlight is on how the U.S. AI chip powerhouse will steer through looming tariff threats and the H20 bans. Here’s a comprehensive snapshot of the key issues on what the market needs to watch as NVIDIA reveals its outlook. H20 Restrictions a...