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2025-12-03

[News] China Guangdong to Build World’s Largest 12-Inch Optical SiC Production Base

On November 19, China’s Shenzhen Kuotan Semiconductor Technology (Huizhou Huishikang Technology) announced plans to invest RMB 1.15 billion to build the world’s largest 12-inch optical-grade silicon carbide (SiC) materials production base in Zhongkai district, Huizhou, Guangdong. The project ...

2025-12-03

[News] U.S. Invests $150M in xLight as Gelsinger-Led Startup Targets More Precise EUV Lasers Than ASML

The Trump administration is making a bold bet on U.S. chipmaking capabilities, investing in a startup seeking to advance laser used in EUV lithography tools. According to The Wall Street Journal, the administration has agreed to provide up to $150 million to xLight, where former Intel CEO Pat Gelsin...

2025-12-02

[News] Samsung MX Faces Galaxy S26 Cost Pressure as Memory Division Reportedly Sticks to Quarterly Pricing

With Galaxy S26 slated for release in 2026, Samsung’s MX Division, which oversees smartphone production, is grappling with sharply rising costs amid the ongoing “memory super-cycle,” while the company’s Device Solutions (DS) Division remains firmly focused on profitability. According to Seda...

2025-12-02

[News] Intel to Inject $208M in Malaysia to Expand Chip Packaging Amid Soaring Demand

Earlier in July, Intel announced plans to consolidate its chip packaging operations in Costa Rica with facilities in Vietnam and Malaysia amid operational challenges. However, facing surging demand for chip packaging, the company is now set to inject an additional RM860 million ($208 million) into M...

2025-12-02

[News] Memory Price Rally May Run Past 2028 as Samsung, SK hynix Reportedly Cautious on Expansion

With DRAM prices climbing sharply and supply still constrained, Samsung and SK hynix are prioritizing profitability. According to Hankyung, the two companies—together commanding roughly 70% of the DRAM market—signaled caution toward aggressive capacity expansion during recent IR meetings with ma...

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