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2025-08-18

[News] NVIDIA Reportedly Drives 27% of SK hynix Revenue in 1H25, Cementing AI Chip Partnership

As a key supplier of HBM3 and HBM3e to NVIDIA and a major beneficiary of the AI boom, SK hynix showcases its strong industry position in its freshly released 2025 semi-annual report, highlighting the close partnership with the U.S. chip giant. According to Yonhap News, the company reportedly earned ...

2025-08-18

[News] Hua Hong Seeks Controlling Stake in HLMC in Major China Foundry Consolidation Push

China’s No. 2 foundry, Hua Hong Semiconductor, is reportedly moving to acquire a controlling stake in Shanghai Huali Microelectronics (HLMC) via a combination of share issuance and cash, along with a supporting capital raise, according to ijiwei and Security Times. The deal, aiming to resolve t...

2025-08-18

[News] TSMC Arizona Delivers 2Q25 Investment Income; as Kumamoto Fab Struggles with Losses

According to Commercial Times, TSMC reported a net profit of NT$398.27 billion in the second quarter of 2025. Within this, TSMC Arizona posted NT$4.232 billion in net income, its second straight quarter of profitability. For the first time, it also contributed NT$6.447 billion in investment income r...

2025-08-18

[News] NVIDIA Reportedly Eyes Small-Scale HBM Base Die Production in 2027: Rattling Memory, Chip Markets

Market rumors suggest NVIDIA has kicked off development of its own HBM base die, sending ripples through the supply chain as it could reshape the next-generation HBM landscape. According to the Commercial Times, the chip is expected to be built on the 3nm node, with small-batch trial production sche...

2025-08-18

[News] LG Electronics Reportedly Develops 130-Inch MicroLED Signage Using LTPS TFT Glass

Following rival Samsung, which has long sold LTPS TFT-based MicroLED signage, LG Electronics is now developing a 130-inch MicroLED product using LTPS TFT glass instead of a traditional PCB, as revealed by TheElec. Notably, while Samsung sources its LTPS TFT panels from Taiwan’s AUO, LG’s earl...

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