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2025-03-05

[News] TSMC’s U.S. Investment Could Lead to 15% Price Hike, with AMD and NVIDIA Cheering on the Expansion

While TSMC is set to expand its U.S. investment to a staggering $165 billion, price hikes for its advanced nodes seem to be inevitable, with adjustments reflecting the high cost of U.S. fabs, as per Commercial Times. With Trump ruling out the possibility for subsidies, analysts expect at least a 15%...

2025-03-05

[News] Over $6.67 Billion Wafer Plant Breaks Ground as HBM Market Heats Up

Recently, SK Hynix announced the full-scale commencement of construction on the first wafer plant within its Yongin Semiconductor Cluster, with completion expected in May 2027. In July 2024, the SK Hynix board of directors approved an investment of approximately 9.4 trillion KRW (about $6.67 bill...

2025-03-05

[News] SK hynix U.S. Revenue More Than Doubles Amid Surging HBM Demand

According to reports from The Chosun Daily and The Korea Herald, SK hynix's revenue in the U.S. market surged 2.6 times in 2024, fueled by the rising demand for AI memory chips from major U.S. tech companies. In a corporate filing on Tuesday, SK hynix announced that its U.S. sales subsidiary, SK...

2025-03-04

[News] China Reportedly Set to Roll Out Nationwide RISC-V Chip Push, with Policy Expected by March

With building self-reliance for the chip industry becoming one of its top priorities, China plans to promote open-source RISC-V chips nationwide for the first time, according to Reuters. The policy could be issued as soon as this month, the report suggests. Eight government bodies, including Chin...

2025-03-04

[News] TSMC Denies Scaling Down Japan, Taiwan Expansion After $100B U.S. Investment

At the White House, President Donald Trump and TSMC CEO C.C. Wei announced the foundry giant's plan to invest at least another $100 billion in the U.S. While some worry this could divert funds from other projects, TSMC told Central News Agency that its Japan and Taiwan plans remain on track, with...

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