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2025-10-07

[Insights] Panel Prices in Early October: Notebook Panels Projected to Fall Slightly amid Soft Demand

.TV As year-end promotional stocking winds down and some brands begin adjusting inventories, TV panel demand is expected to gradually slow in the fourth quarter. In response to this trend, panel makers plan to adjust production during the China’s National Day holidays. China-based manufacture...

2025-10-07

[News] Hybrid Bonder Market Could Hit $2B by 2028 as Korean Makers Push Next-Gen HBM Tools

As HBM suppliers weigh the shift to hybrid bonding for their 16-layer HBM4 products to address TSV yield bottlenecks, News1 Korea, citing industry analysts, reports that the hybrid bonding market is set to soar in the HBM4E era, with its share projected to hit around 50% by 2028. News1 Korea note...

2025-10-07

[News] Texas Instruments’ U.S. Layoffs Reportedly to Hit 400 This December Amid Closure of 150mm Chip Facilities

According to KXII, Texas Instruments has informed employees of an upcoming round of layoffs expected in December, affecting its existing fabrication plants in Dallas and Sherman. The report, citing sources, indicates that nearly 400 employees are expected to lose their jobs. The move comes as Texas ...

2025-10-07

[News] TSMC Kaohsiung Fab Hits 2nm Trial Production Ahead of Schedule, A14 Reportedly Under Evaluation

According to Economic Daily News, the Kaohsiung City Government announced on the 6th that TSMC’s Kaohsiung F22 has successfully completed trial production of its first batch of 12-inch 2-nanometer wafers. The report notes that this indicates the company’s 2nm project in Kaohsiung, Taiwan, is pro...

2025-10-07

[News] OpenAI’s Multi-Billion AMD Deal Unpacked: Big Gains for Both, Along with TSMC and Taiwan’s ODMs

Just weeks after sealing a massive partnership with NVIDIA — which plans to invest up to $100 billion in the ChatGPT creator — OpenAI is now joining forces with Team Green’s biggest rival. According to Reuters and Tom’s Hardware, AMD has signed a multi-year deal to supply AI chips to OpenAI,...

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