China has taken steps to assert state ownership over its rare earth materials necessary for semiconductor production by enacting a regulation that came into effect on October 1st. Also, the country's Ministry of Commerce announced on December 3rd that the export of dual-use items involving gallium, ...

While making strides in the HBM capacity expansion at its Cheongju M15X fab, SK hynix may have locked in another major client in addition to NVIDIA. According to South Korean media outlet The Elec, the memory giant has reportedly landed a substantial order to provide HBM to Broadcom. Sources cite...

Amid the booming demand for advanced packaging used in AI chips, TSMC Chairman C.C. Wei confirmed in the July earnings call that the company has been working on a mini production line for FOPLP (Fan-Out Panel Level Packaging), with achievements expected within three years. Now here’s the latest...

On December 18, Japan's leading NAND Flash manufacturer, Kioxia, debuted on the Tokyo Stock Exchange’s Prime Market with its Initial Public Offering (IPO). According to a report from MoneyDJ, citing Nikkei, Kioxia’s president, Nobuo Hayasaka, announced on December 19 that the company plans to ur...

According to a report from Reuters, citing The Information, the U.S. Department of Commerce has recently requested NVIDIA to investigate how its AI chips ended up in China over the past year. This request comes as part of ongoing efforts to enforce export control regulations and address potential un...