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2025-09-18

[News] Intel Rumored to Build Tesla Chips on 18A; Gaudi 3 Sees Early Momentum in Dell Servers

With Washington at Intel’s back with a 10% stake backup, Team Blue might be bracing for orders from more big techs. According to TweakTown, citing sources online, Intel may soon join forces with Tesla to build custom chips on its 18A process. As noted by TweakTown, the leak originated from Wccf...

2025-09-18

[News] South Korea Launches First 8-Inch SiC Plant in Busan, Annual Output Projected at 30K Wafers

With silicon carbide (SiC) offering superior heat resistance, voltage tolerance, and power efficiency over traditional silicon, global leaders like Infineon and Wolfspeed are racing ahead. Now, South Korea is stepping up too—Maeil Business Newspaper reports that Busan has opened the nation’s fir...

2025-09-18

[News] Samsung Reportedly Outsources Photomasks for the First Time, Eyes New Masks Tech for EUV

According to The Elec, citing industry sources, Samsung is outsourcing the production of photomasks — vital components in chipmaking — for the first time. As the report indicates, Samsung is said to be outsourcing lower-end photomasks for memory chips, signaling a strategy to channel resources ...

2025-09-17

[Insights] Memory Spot Price Update: DDR4 Spot Prices Surge Amid Tight Supply, Buyers Struggle to Keep Pace

According to TrendForce's latest memory spot price trend report, regarding DRAM, although DDR4 supply remains tight, the price surge has made it difficult for buyers to keep up, leading to limited trading volumes despite the price hikes. In NAND, the spot market is seen with price increases, recover...

2025-09-17

[News] Alibaba T-Head PPU Lands China Unicom Deal, Reportedly Matches NVIDIA H20 Performance

According to EE Times China, during a report on China Unicom’s Sanjiangyuan data center, China’s CCTV News unexpectedly revealed a table titled “Comparison of Key Parameters Between Domestic and NV Cards.” The table highlighted how homegrown AI chips deployed at the data center — including...

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