Semiconductors


2025-02-13

[News] Intel’s AI Head Leaves for Nokia CEO, Sparking Potential Shift in AI Chip Strategy after Gelsinger’s Exit

Probably one of the most shocking executive shake-up in the tech industry this week, Justin Hotard, head of Intel’s Data Center and AI Group, is leaving to become Nokia's CEO. This move, following ex-CEO Pat Gelsinger’s exit in December, 2024, could suggest a shift in Intel’s AI chip strategy,...

2025-02-13

[News] Trump’s Tariff Plans on Critical Metals, Including AI-Essential Copper, Could Hurt U.S. Industry

According to Liberty Times, citing The Hill, U.S. President Donald Trump announced that he will impose tariffs on semiconductors, pharmaceuticals, steel, aluminum, oil and natural gas, as well as copper, by mid-February. Notably, the move of imposing tariffs on copper, according to the reports, cou...

2025-02-12

[News] TSMC Board Approves USD 17 billion Investment to Boost Capacity, No Update on U.S. Expansion Plans

With the world watching, TSMC has unveiled its board meeting decisions. According to its press release, the chip giant has greenlit a massive US$17 billion investment to boost production capacity. Reports hinted that TSMC might unveil plans for a third Arizona fab, a potential fourth fab, or its ...

2025-02-12

[News] U.S. Lawmakers Call Out Lam Research for Noncompliance in China Sales Probe

According to a report from ijiwei, U.S. lawmakers previously requested five major semiconductor equipment manufacturers to provide a list of their customers in China. On February 11, the Select Committee on the CCP specifically called out Silicon Valley-based Lam Research for failing to cooperate wi...

2025-02-12

[Insights] Memory Spot Price Update: SK hynix 2Gb*8 A Die Prices Rise on Shortages Though DRAM Market Lags

According to TrendForce's latest memory spot price trend report, regarding DRAM, though transaction prices in the spot market have yet to rebound, specific items, such as SK hynix’s 2Gb*8 A die, saw a price hike due to supply shortages. As for NAND flash, there have been fewer order inquiries, whe...

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