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2025-10-30

[News] Lutnick Reportedly Rules Out Chip Tariffs in U.S.–Korea Deal, Reversing Taiwan-Level Rate Expectations

Trump’s tariff push is jolting the semiconductor world, heightening uncertainty over global trade and competition. South Korea, deeply embedded in the global chip ecosystem, could be among the most affected by Washington’s next move. According to Chosun Ilbo, following the summit on the 29th bet...

2025-10-30

[News] Samsung 3Q Profit Hits 3-Year High on Memory, Foundry; Tesla AI5 Reportedly Set for 2nm at Taylor

Riding the wave of the memory supercycle, Samsung joined SK hynix in posting stellar third-quarter results. Following SK hynix’s record-breaking profit, Samsung reported a 32% year-on-year surge in operating profit in the third quarter — its strongest performance in over three years, according t...

2025-10-30

[News] GlobalFoundries CFO Departs Ahead of €1.1 Billion Expansion in Germany

U.S.-based semiconductor manufacturer GlobalFoundries is undergoing a major leadership change. The company announced that, effective immediately, John Hollister, its Chief Financial Officer, has departed. Hollister leaves the chipmaker after just over a year in the role, having been appointed as Glo...

2025-10-30

[News] NVIDIA Rumored to Build a Data Center with Deutsche Telekom

NVIDIA is reportedly joining forces with Deutsche Telekom AG to construct a EUR 1 billion (approximately USD 1.16 billion) data center in Germany, marking a significant step in the chipmaker’s effort to strengthen its artificial intelligence (AI) infrastructure across Europe. According to sourc...

2025-10-29

[News] CXMT Confirms LPDDR5X Mass Production Began in May, High-speed Variant Under Customer Trials

As China races to catch up with South Korea’s memory leaders in cutting-edge products such as DDR5 and HBM3e, domestic DRAM champion CXMT unveiled the latest updates on its LPDDR5X lineup on October 28. The company reported that its 8533Mbps and 9600Mbps products entered mass production in May, wh...

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