Semiconductors


2025-01-15

[News] Micron Races to Catch Up, Reportedly Conducts Final Tests for 16H HBM3E Production

As South Korean memory giant SK hynix claimed that its HBM development speed has surpassed NVIDIA’s request, U.S.-headquartered Micron is also working on the next-gen HBM product at full throttle. According to a report from ETNews, Micron is currently conducting final equipment tests for the HBM3E...

2025-01-15

[News] China Tightens Export Checks on U.S. Tech Giants Like Apple, Disrupting Southeast Asia Supply Chains

According to a report from ijiwei, citing Nikkei, sources indicate that China is intensifying export inspections on Apple and other U.S. tech companies, hindering these American companies' expansion efforts in Southeast Asia and India. The enhanced customs checks are reportedly related to dual-us...

2025-01-15

[News] TSMC Faces Order Cut Fears as AMD, Broadcom, and NVIDIA Reportedly Slash CoWoS-S Demand

Ahead of TSMC’s earnings call on January 16th, market rumors have been circulating that the foundry giant’s largest clients are slashing their CoWoS-S orders. According to Commercial Times, AMD and Broadcom are reportedly releasing the CoWoS-S capacity they previously booked due to slowing deman...

2025-01-15

[News] Micron Launches HBM Facility in Singapore as Samsung and SK hynix Expand Advanced Packaging Investments

Recently, U.S.-based memory giant Micron Technology announced the groundbreaking of a new HBM (High Bandwidth Memory) advanced packaging facility in Singapore. This facility will be the first of its kind in Singapore and is scheduled to begin operations in 2026. Starting in 2027, Micron’s advan...

2025-01-15

[News] STMicroelectronics and GlobalFoundries Reportedly Halt French Wafer Plant Plans, Shift Focus to Chinese Market

According to a report from ijiwei, citing Bloomberg, previously in 2022 STMicroelectronics and GlobalFoundries announced a EUR 5.7 billion investment plan to construct a wafer fabrication plant in France. However, this joint venture project has since stalled. Meanwhile, ijiwei notes that while cons...

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