As the public comment window for the U.S. Section 232 semiconductor probe closed in early May, tension simmered across the chip industry—many feared that the lack of public response could increase the chances of steep tariffs. But according to data released by the Bureau of Industry and Security o...

On May 20, Qualcomm announced that it has signed a new multi-year cooperation agreement with Xiaomi, marking a new phase in their deepening collaboration — extending from smartphones to a comprehensive smart ecosystem. Under the agreement, Xiaomi’s flagship smartphones will continue to be pow...

According to a report from Nikkei, production at Panasonic Holdings’ second U.S. battery plant in Kansas—originally scheduled to begin by March—could now start as early as July. However, built to supply Tesla, the facility remains subject to uncertainty due to potential tariff impacts under Pr...

As HBM4 has become the next battle ground for memory giants, Samsung seems to be aiming to close its gap with SK hynix through aggressive investment. According to ZDNet, Samsung plans to expand 1c DRAM (6th-gen 10nm-class) production in both Hwaseong and Pyeongtaek, with investments starting by year...

According to SEMI’s latest report, global semiconductor capital expenditures (CapEx) fell 7% quarter-over-quarter in Q1 2025 but rose 27% year-over-year, driven by sustained investments in advanced logic, high-bandwidth memory (HBM), and advanced packaging technologies that support AI applications...