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2026-07-09

[News] Japan’s Rapidus Takes on TSMC With Aggressive 2nm Pricing, Reportedly Targeting up to ¥3.5M per Wafer

The race for advanced nodes among foundries is shifting beyond a battle over technology timelines, with emerging challengers also competing on pricing. According to Nikkei, Rapidus, which is targeting 2nm mass production in 2027, plans to price its foundry services at levels comparable to or lower t...

2026-07-09

[News] China Reportedly to Allow NVIDIA H200 Imports, but Approvals May Fall Below 200K Chips

As Chinese AI developers accelerate in-house AI chip development to cope with supply shortages, Beijing appears poised to finally approve NVIDIA's long-delayed H200 imports. Reuters, citing The Information, reported that the government is set to allow leading AI companies—including Alibaba, ByteDa...

2026-07-09

[News] BOE Forms Dedicated Teams for Micro LED Optical Interconnect and Glass Core Substrate CPO Technologies

On July 3, BOE disclosed its latest investor relations update, outlining recent progress in optical interconnects, glass core substrates, perovskites, as well as its LCD and OLED businesses. Optical interconnect is one of BOE's key strategic focus sector. The company said it plans to give full pl...

2026-07-09

[News] imec Roadmap Extends to A3 by 2038; Chip Density Gains Shift Beyond Traditional Transistor Scaling

Leading semiconductor research institute imec has unveiled its latest process roadmap, signaling a major shift in the evolution of advanced chips. According to TechNews, citing Tom's Hardware, the roadmap suggests that traditional transistor scaling will no longer be the sole driver of chip density ...

2026-07-08

[News] Wolfspeed Sues Navitas Over GaN, SiC Patents, Reportedly Seeks U.S. Sales Ban

A new patent dispute has emerged in the power semiconductor industry. According to Investing.com, Wolfspeed announced that it had filed a patent infringement lawsuit against rival Navitas Semiconductor, alleging infringement of its "foundational" gallium nitride (GaN) and silicon carbide (SiC) intel...

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