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2025-08-06

[News] Trump Reportedly Set to Announce Chip Tariffs Soon – Nearly 20% of Taiwan’s Listed Revenue at Risk

The U.S. is set to announce the results of its Section 232 investigation into semiconductors, along with the final tariff measures. According to Economic Daily News, citing research by the Taiwan Stock Exchange (TWSE) and the Taipei Exchange (TPEx), in 2024, Exchange-listed and OTC-listed companies...

2025-08-06

[Insights] Memory Spot Price Update: DRAM Trading Slows as DDR4 Mainstream Prices Drop 2.4%

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market has remained fairly subdued in terms of trading activities, while the average spot price of the mainstream chips (i.e., DDR4 1Gx8 3200MT/s) slightly decreased by -2.40%. As for NAND flash, legacy product...

2025-08-06

[News] GlobalFoundries Partners with Chinese Foundry for Localized Automotive-Grade CMOS Production

Despite a weak Q3 outlook amid sluggish consumer demand, GlobalFoundries is making bold moves in China. The chipmaker is accelerating its “China-for-China” strategy through a new deal with a local foundry, kicking off with automotive-grade CMOS and BCD technologies, according to its press releas...

2025-08-06

[News] Intel 18A Yield Reportedly Just 10% at Risk Production, Casting Doubt on Panther Lake Plans

According to Reuters, Intel began risk production of its Panther Lake chips using the 18A process in April. However, sources cited in the report reveal that yields remain critically low—reportedly reaching only about 10% by this summer, up from just 5% late last year. Intel has historically targe...

2025-08-06

[News] TSMC’s 2nm Data Leak Exposes Fragile Triangle: TEL, Rapidus, and Taiwan-Japan Semiconductor Clash

Just before TSMC’s 2nm node ramps up mass production in 2H25, the foundry fired multiple employees and launched legal action over suspected leaks of sensitive data. According to Economic Daily News and Liberty Times, the case is highly sensitive—not only because it involves the world’s most ad...

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