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2025-04-23

[News] Samsung Faces High Tariff Risks as It Reportedly Hesitant to Bring in Chipmaking Tools for Taylor

Samsung has denied rumors that its Taylor plant timeline will be pushed to 2027, but concerns are growing over the mounting hurdles in its U.S. investment. According to the Chosun Daily, the company has been reluctant to bring in key equipment like EUV machines to the Taylor facility — a move that...

2025-04-23

[News] The TC Bonder Drama: Could Hanmi’s Supply Shift the HBM Race Between Micron, SK hynix, and Samsung?

As the HBM race heats up among memory giants, TC (thermal compression) bonders are taking center stage. Notably, recent developments involving key player Hanmi Semiconductor, Micron, and SK hynix have sparked attention—and could potentially reshape the memory landscape, according to reports from T...

2025-04-23

[News] Are Tech Giants Ready for Impact? What to Watch Ahead of Tesla, Meta, NVIDIA’ Earnings Under Tariff Pressure

Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following highlights key points to watch ahead of upcoming earnings calls from Tesla, Meta, Microsoft, Amazon, Ap...

2025-04-22

[News] Huawei’s 910C AI Chip Reportedly Gears Up for Mass Shipment in May Amid U.S. Curbs on NVIDIA

Following the recent U.S. export restrictions on NVIDIA’s H20, Huawei appears poised to fill the gap in China’s AI chip market. According to Reuters, the company is expected to begin mass shipments of its Ascend 910C as early as May. Sources cited by the report unveiled that some of the chips...

2025-04-22

[New] Taiwan Driver IC Packaging Firms Reportedly Raise Prices as Gold Hits Record High

According to Economic Daily News, on the 21st, international gold prices surged to a new record high of USD 3,400 per ounce. Due to the heavy use of gold as a raw material in the gold bumping process for panel driver IC packaging, Taiwan’s two major driver IC packaging and testing companies, Chipb...

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