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Monday 24 February 2025
Samsung to launch LPW DRAM in 2028, touted as 'mobile HBM' for on-device AI
As AI applications advance, the demand for high-performance and energy-efficient memory is growing across on-device AI, high-performance computing (HPC), and data centers. In response,...
Monday 24 February 2025
Huawei's Ren Zhengfei reassures Xi: China's chip concerns fade as self-reliance efforts surge
Chinese President Xi Jinping recently attended a "Private Enterprise Symposium," which saw participation from nearly all leading companies, including Alibaba founder Jack Ma. However,...
Saturday 22 February 2025
Taiwan eyeing Indian talent to support Silicon Valley-like tech hub plans
Taiwan's status as a global powerhouse in the semiconductor industry could be undermined by labor shortages, but talent from India could provide a solution.
Saturday 22 February 2025
Did Samsung miss a key opportunity for an Intel foundry alliance?
In October 2024, South Korean media reported that Intel's CEO, Pat Gelsinger, aimed to meet Samsung's chairman, Lee Jae-Yong, to discuss a foundry alliance that would involve sharing...
Saturday 22 February 2025
Economy minister of Netherlands and former ASML CEO visit Samsung's Pyeongtaek plant
Dirk Beljaarts. Economy Minister of Netherlands and Peter Wennink, former CEO of ASML, visited Samsung Electronics' semiconductor facility in Pyeongtaek, South Korea, drawing significant...
Friday 21 February 2025
SK Hynix CEO sees greater opportunities for semiconductor industry amid DeepSeek's impact
SK Hynix CEO Noh-Jung Kwak, reflecting on the emergence of China's DeepSeek, predicts that the generative AI model will ultimately have a positive impact on the semiconductor industry...
Friday 21 February 2025
Apple unveils iPhone 16e as affordable option, targets iPhone 11/12 users for upgrades
Apple has officially unveiled the iPhone 16e, marking a significant shift in the company's strategy as it also announces the discontinuation of the iPhone SE product line. The iPhone...
Friday 21 February 2025
BYD, other Chinese auto vendors face CIS shortage
Following BYD's debut of its "God's Eye" intelligent driving system, the already limited supply of 8-megapixel (8M) automotive CMOS image sensors (CIS) has quickly become a shortage,...
Friday 21 February 2025
EU approves funding for Infineon's Dresden fab under European chip incentive
According to Infineon's press release, the European Commission has approved funding for Infineon's Smart Power Fab in Dresden under the European Chips Act, with expected approval...
Friday 21 February 2025
Reversal of trends in the semiconductor industry (2): A return to vertical integration amid limits of miniaturization
If two competitive strategies within an industry can both become dominant at different times, it is natural for these strategies to shift as industry conditions change.
Friday 21 February 2025
PC brands to hike US price as tariff pressures mount on chipmakers
Major PC brands have started raising prices on US-bound products, attributing the hikes to tariff pressures. The industry's strategy has shifted from stockpiling inventory ahead of...
Friday 21 February 2025
Huawei CEO hints at 'Backup Plan 2.0'; HiSilicon launches new automotive chip
HiSilicon is keen to grow its chip business beyond mobile phones and computing to the automotive industry, according to industry sources in China. During a recent summit for private...
Friday 21 February 2025
Intel on the brink: boardroom battles, Trump's policies, the TSMC dilemma
With geopolitical tensions reshaping the semiconductor landscape, Intel's future hinges on decisions made by its board, the Trump administration, and Wall Street investors eyeing...
Friday 21 February 2025
UFS integrated with QLC NAND to penetrate mobile phone market
In recent years, Quad-Level Cell (QLC) NAND has gradually penetrated mainstream applications such as PCs and enterprise-level storage, but it has yet to make substantial inroads into...
Friday 21 February 2025
Micron targets PC replacement trend; PCIe Gen5 penetration to reach 10% in 2026
With the ongoing development of new-generation processors, the introduction of PCIe Gen5 specifications into high-end PC applications is set to commence in 2025. According to Micron...