Subject


Semiconductors


2025-04-02

[News] Rapidus Reportedly to Begin 2nm Trial Production in April, Chip Prototypes Expected by July

According to a report from MoneyDJ, citing Nikkei, Japanese foundry Rapidus launched its 2nm pilot production line on April 1. As reported by Tom’s Hardware, the company has begun adjusting its equipment in preparation for wafer test production that will begin later this month. Nikkei further high...

2025-04-02

[News] Arm and Qualcomm Reportedly Compete for Alphawave Acquisition to Gain AI Chip Advantage

According to a report from ijiwei, citing Reuters, Arm—the world’s largest semiconductor IP company under SoftBank—recently reportedly sought to acquire Alphawave, the world’s fourth-largest semiconductor IP company, in an effort to obtain technologies crucial to AI processors development. ...

2025-04-02

[Insights] Memory Spot Price Update: Price Hike Party Rolls on, as Tight Supply Leads to High DDR5/DDR4 Demand

According to TrendForce's latest memory spot price trend report, regarding DRAM, suppliers continue to limit the supply in the spot market, leading to high demand and price hikes for both DDR5 and DDR4 products. As for NAND flash, the reduction in provisions and excessive price hikes have cooled tra...

2025-04-02

[News] Mature Node Shake-up? GlobalFoundries Reportedly Seeks Taiwan’s Approval for UMC Merger

As TSMC and Intel push sub-2nm advances, GlobalFoundries and UMC are rumored to be joining forces in mature nodes to counter rising Chinese rivals. UMC had stated that there is currently no merger in progress, but according to Economic Daily News, insiders say GlobalFoundries has already sought appr...

2025-04-02

[News] Tech Giants Retreat from China: Microsoft Reportedly Shuts down AI Lab in Shanghai

Amid rising geopolitical tensions, Western tech giants are retreating from China. According to South China Morning Post, Microsoft has quietly shut down its IoT & AI Insider Lab in Shanghai’s hi-tech zone. The report suggests that the lab, once a hub to boost China’s local IoT and AI deve...

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