Semiconductors


2025-02-13

[News] Samsung’s Xi’an Plant Set to Upgrade to 286-Layer NAND against Rising Compeition from China

According to a report from ijiwei, citing Business Korea, Samsung Electronics is upgrading its Xi'an plant in China by transitioning to a 286-layer (V9) NAND flash process. This effort aims to counteract the ongoing market decline and strengthen Samsung's competitive edge against rising Chinese s...

2025-02-13

[News] Samsung Reportedly to Ramp up Foundry Production as 4nm Orders from Exynos and China Surge

Despite rumors that Samsung's foundry division would cut investment by over half in 2025, the company seems to be turning a corner. According to Chosun Biz, Samsung has lifted the shutdown of its foundry and plans to increase the utilization rate of the Pyeongtaek campus, driven by higher demand for...

2025-02-13

[News] Shocking Yet Feasible: U.S. Reportedly Pushes TSMC-Intel Joint Venture to Boost Domestic Chipmaking

TSMC hasn’t announced any U.S. expansion plans at the board meeting yesterday, but rumors are swirling on Wall Street. Reports from the Wall Street Journal and ijiwei suggest the U.S. is pushing the foundry giant and Intel to form a joint venture to co-own and develop multiple chip foundries. C...

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...

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