Subject


Semiconductors


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...

2025-02-11

[News] Potential U.S. Tariffs on Taiwan Semiconductors Spark Calls for Stronger U.S.-Taiwan Tech Cooperation

According to an interview with Central News Agency, former director of TSMC’s R&D Division, Guang-lei Yang, warns that if U.S. President Donald Trump’s proposed tariff policy is implemented, it could significantly affect both Taiwan and the U.S.. Young points out that if the tariff plan p...

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