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2025-05-27

[News] China Greenlights First Rare Earth Exports to South Korea Under New Controls, Yet 45-Day Delays Remain

According to a report from Business Korea, South Korea’s Ministry of Trade, Industry and Energy and industry sources on May 25 indicated that China’s Ministry of Commerce has approved rare earth exports this month to several South Korean firms that procure materials through Chinese suppliers. Th...

2025-05-26

[News] Samsung Reportedly Eyes Glass Interposers by 2028, Speeds up Prototyping with Smaller Panels

Samsung is continuing to strengthen its foundry operation and is reportedly planning to adopt glass substrates for chip packaging, according to Wccftech citing etnews. The South Korean tech giant intends to replace the traditional silicon interposer with a glass interposer by 2028, as the report not...

2025-05-26

[News] Intel and AMD Imports to Russia Plunge 90%, Yet Local Firms Say Chips Still Flow

The impact of U.S. export restrictions on advanced processors remains in question, with a recent Tom’s Hardware report raising concerns over Russia’s access to chips. Citing Russian outlet Kommersant, Tom’s Hardware notes that FCS Russia (the Federal Customs Service of Russia) recorded a stee...

2025-05-26

[News] NVIDIA’s New China AI Chip Reportedly Ditches TSMC’s CoWoS, HBM for 30% Price Cut

After NVIDIA’s H20 has been restricted by the latest U.S. AI chip export curbs, the U.S. chip giant has been reportedly working on a new chipset targeting the market. According to Reuters, the Blackwell-based chip could debut as early as June and cost over 30% less than the H20. Reuters points ...

2025-05-26

[News] Top South Korean Chip Tool Makers Park Systems and Jusung Engineering Q1 Profit Surge on China Boom

According to TheElec, South Korean fab equipment makers saw first-quarter revenue contributions from the Chinese market across the board. The report notes that, among the earnings of 47 South Korean equipment firms, two of the top performers—Park Systems and Jusung Engineering—recorded particula...

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