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2025-09-08

[Insights] Panel Prices in Early September: TV Expected to Hold Steady Amid Year-End Demand Prep

.TV As September begins, TV brands are preparing for year-end promotional demand, helping to sustain relatively stable momentum in panel procurement. In response, panel makers have adopted a more proactive stance in production and shipments over the past two months, easing the downward pressure...

2025-09-08

[News] SK hynix May Secure NVIDIA HBM4 Deal by Sep., Samsung Reportedly Trails in Testing

The HBM4 race is intensifying. According to Chosun Biz, SK hynix and Micron are reportedly set to enter the final stage of HBM4 testing with NVIDIA this month. SK hynix, ahead in quality verification, is expected to finalize pricing and delivery terms and may secure a supply agreement with NVIDIA as...

2025-09-05

[News] China’s Chip Tool Maker SiCarrier Reportedly Hits RMB65B Valuation, Secures Billion-Yuan Orders

According to Chinese media outlet Jiemian, China’s 13th Semiconductor Equipment, Core Components, and Materials Expo (CSEAC 2025) was held from September 4 to 6. Notably, SiCarrier—recognized for showcasing a broad range of semiconductor manufacturing equipment at SEMICON China earlier this year...

2025-09-05

[News] Intel Reportedly Sets 2026 as Key Test for 14A, But Might Rely on TSMC “Forever”

Supported by SoftBank’s $2 billion investment and the U.S. government’s 10% ownership stake, Intel has provided a more detailed outlook on its foundry business and key process node roadmap. According to Bloomberg and Investing.com, Team Blue views 2026 as a pivotal year for its manufacturing tec...

2025-09-05

[News] NVIDIA–MediaTek GB10 Collaboration Fuels $73B Acquisition Rumor—Why It May Not Happen

NVIDIA and MediaTek are collaborating on the development of the GB10 superchip, with their complementary strengths making for a close partnership. This has even led some outlets, such as TechRadar, to speculate whether NVIDIA might consider a $73 billion acquisition of MediaTek. However, according t...

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