Right before TSMC’s earnings call this week, the U.S.-China chip war flared up again. On October 9, Beijing tightened rare-earth export rules, requiring case-by-case reviews for semiconductors and AI. According to China’s Ministry of Commerce, the rules cover 14nm-and-below logic chips, 256-laye...

As competition in the semiconductor industry intensifies, cases of technology leaks are on the rise, involving everything from the most advanced chip nodes to cutting-edge memory. Recent incidents have highlighted major firms, including Samsung, SK hynix, and TSMC, facing allegations of trade secret...

In a major shake-up in the AI chip market, AMD has signed a multi-year deal with OpenAI to supply next-generation AI accelerators, potentially generating tens of billions in annual revenue and giving OpenAI the option to acquire up to 10% of Team Red. The impact goes beyond the two companies: accord...

The DRAM price surge shows no sign of cooling off. According to the Commercial Times, Korean and U.S. chipmakers have suspended new enterprise quotes for a week, hinting at an even steeper climb ahead as supply remains constrained. Citing supply chain sources, the report notes that DDR4 contract pri...

More details about Samsung’s first XR device have surfaced. Until now known as ‘Project Moohan,’ the device reportedly marks the tech giant’s first Android-based XR headset, developed in partnership with Google and Qualcomm. According to the Chosun Daily, the new device is slated for release...