Subject


Semiconductors


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...

2025-02-12

[News] TSMC Board Approves USD 17 billion Investment to Boost Capacity, No Update on U.S. Expansion Plans

With the world watching, TSMC has unveiled its board meeting decisions. According to its press release, the chip giant has greenlit a massive US$17 billion investment to boost production capacity. Reports hinted that TSMC might unveil plans for a third Arizona fab, a potential fourth fab, or its ...

2025-02-12

[News] U.S. Lawmakers Call Out Lam Research for Noncompliance in China Sales Probe

According to a report from ijiwei, U.S. lawmakers previously requested five major semiconductor equipment manufacturers to provide a list of their customers in China. On February 11, the Select Committee on the CCP specifically called out Silicon Valley-based Lam Research for failing to cooperate wi...

2025-02-12

[Insights] Memory Spot Price Update: SK hynix 2Gb*8 A Die Prices Rise on Shortages Though DRAM Market Lags

According to TrendForce's latest memory spot price trend report, regarding DRAM, though transaction prices in the spot market have yet to rebound, specific items, such as SK hynix’s 2Gb*8 A die, saw a price hike due to supply shortages. As for NAND flash, there have been fewer order inquiries, whe...

2025-02-12

[News] TSMC Fast-Tracking 3nm Progress in U.S., Equipment Installation Reportedly Starting Mid-2026

Ahead of TSMC's upcoming board meeting in the U.S., there are speculations that the company may speed up or expand investments due to potential tariffs on Taiwanese semiconductors. Industry sources cited by MoneyDJ suggest that TSMC's second Arizona fab, featuring 3nm, will likely progress ahead of ...

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