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2025-04-24

[News] SK hynix Q1 Profit Soars, Sees 12-layer HBM3E Sales Skyrocketing in Q2, But Flags Tariff Risks for 2H

SK hynix saw its Q1 operating profit surging 158% year-over-year, fueled by booming AI chip sales and stockpiling ahead of potential U.S. tariffs, as per Reuters. Despite the upbeat results, the South Korean memory giant warns that elevated macro uncertainties like tariff policy could lead to demand...

2025-04-24

[News] Hanmi Semiconductor Reportedly Sees Strong TC Bonder Demand from Micron, Chinese Clients

As the HBM race heats up, TC (thermal compression) bonders, which stack chips onto processed wafers by employing thermal compression to bond, are in hot demand. Memory giants are scrambling to lock in orders, and according to Money Today, Hanmi Semiconductor is seeing a surge in overseas interest, e...

2025-04-24

[News] Programmable Chip Uses Light to Train Neural Networks for the First Time

As per the latest issue of Nature Photonics, a research team from the University of Pennsylvania has developed the first programmable chip capable of using light to perform nonlinear neural network training. This breakthrough could significantly accelerate artificial intelligence (AI) training while...

2025-04-23

[News] Tesla’s Robot Plans Stumble Amid China’s Rare Earth Export Curbs

China has recently introduced a new round of rare earth export controls. As reported by Reuters, Tesla CEO Elon Musk states on Tuesday that production of the company’s Optimus humanoid robots is being impacted by China’s restrictions on rare earth magnets. Musk previously states that he expects ...

2025-04-23

[News] Micron Reportedly Joins Samsung in Cutting DDR4 Output, Boosting Taiwanese Suppliers

According to Commercial Times, after reports that Samsung will halt 1y and 1z nm 8GB DDR4 production starting in April, Micron has also informed customers it will discontinue legacy DDR4 modules for servers. This shift reflects a broader industry trend, as memory makers accelerate product transiti...

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