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2025-09-26

[News] China’s NAND Giant YMTC Reportedly Moves into HBM Using TSV, Following CXMT and Huawei

With HBM turning into a scarce resource in the AI boom and imports effectively off-limits, China is racing to develop its own supply, with major tech firms joining the push. Reuters reports that Yangtze Memory Technologies Co. (YMTC), the country’s leading NAND maker, is gearing up to enter the DR...

2025-09-26

[News] China’s “Big Fund III” Invested RMB 450 Million in Semiconductor Equipment

On September 12, Piotech announced a series of filings disclosing that its majority-owned subsidiary, Piotech Jianke, plans to raise up to CNY 1.0395 billion at a pre-investment valuation of RMB 2.5 billion. Among the investors, Guotou Jixin (Beijing) Equity Investment Fund (Limited Partnership) —...

2025-09-26

[News] Qualcomm Launches Snapdragon 8 Elite Gen 5, May Plan Samsung Galaxy-Exclusive Version

On the 24th, Qualcomm unveiled its next-generation chips at the annual Snapdragon Summit. According to ZDNet, citing Alex Katouzian, Qualcomm Senior Vice President and Head of the Mobile, Compute & XR (MCX) Business Unit, the company has been working with Samsung on the chip design for the Galax...

2025-09-25

[News] TSMC 1.4nm Fab in Central Taiwan Science Park Reportedly to Break Ground in 4Q25

According to Commercial Times, construction on TSMC’s new 1.4-nanometer fab in Central Taiwan Science Park will break ground in the fourth quarter in 2025, Central Taiwan Science Park Bureau Director-General Hsu Maw-shin said, noting that contractors are still finalizing the schedule. The repo...

2025-09-25

[News] Intel Reportedly Explores Investment Talks With Apple, Foundry Seen as Key

According to Bloomberg, sources say Intel has approached Apple to explore a possible investment and ways to deepen cooperation. The reported discussions are described as early-stage and may not result in an agreement. The report, citing sources, also notes that Intel has contacted other companies to...

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