Semiconductors


2025-02-12

[News] TSMC Fast-Tracking 3nm Progress in U.S., Equipment Installation Reportedly Starting Mid-2026

Ahead of TSMC's upcoming board meeting in the U.S., there are speculations that the company may speed up or expand investments due to potential tariffs on Taiwanese semiconductors. Industry sources cited by MoneyDJ suggest that TSMC's second Arizona fab, featuring 3nm, will likely progress ahead of ...

2025-02-12

[News] SMIC 2024 Sales Hit Record, But Profit Drops Reportedly Due to High Huawei Chip Costs

Despite escalating U.S. chip sanctions, China’s foundry giant SMIC reported Q4 2024 revenue of $2.207 billion, up 31.5% year-over-year, according to its its press release. However, its net profit fell 38.4% to $108 million, as noted by Commercial Times. Commercial Times, citing Chinese media, r...

2025-02-12

[News] Silicon Carbide Boom: Wafer Fabs Gearing Up

As demand for silicon carbide (SiC) continues to rise across sectors such as electric vehicles, renewable energy systems, and artificial intelligence, investments in SiC wafer fabs are also surging. Around the world, new SiC wafer fabs are being actively developed, and recently, news has emerged tha...

2025-02-12

[News] Samsung and SK hynix Reportedly to Cut NAND Production by 10% in Q1 Amid Tech Migration

The memory market, particularly in the NAND Flash sector, appears to be entering a downturn. A recent report from etnews reveals that Samsung and SK hynix have started reducing their NAND flash production due to oversupply. Industry sources mentioned in the report indicate that both companies’ ...

2025-02-11

[News] Samsung Reportedly Targets 1c DRAM Yield Improvement by Mid-2025 with Redesign Plans

While earlier reports suggested Samsung was gearing up for 1c DRAM mass production, ZDNet now suggests the company has been redesigning it since the second half of 2024, opting for larger chip sizes to boost yield over productivity and performance. Notably, 1c (6th-gen 10nm) DRAM would be a criti...

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