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2025-01-06

[News] TSMC to Hold First 2025 Earnings Call, With ASML Executives Reportedly Planning Taiwan Visit

According to a report from MoneyDJ, TSMC is scheduled to hold its first earnings call of 2025 on January 16. Industry sources indicate that Christophe Fouquet, CEO of ASML, along with other executives from the company, might visit Taiwan again to meet with TSMC and key suppliers. The discussions, a...

2025-01-06

[News] CES 2025: China Maintains Strong Presence Despite Key Absences Amid U.S.-China Tech War

CES, the annual consumer electronics trade show in Las Vegas, is set to commence on January 7. According to a report from South China Morning Post, despite the ongoing U.S.-China tech war, the exhibition is experiencing a rebound in Chinese company participation. Over 1,300 Chinese companies, includ...

2025-01-06

[News] Samsung, SK hynix and Micron Reportedly Cut NAND Production amid Slowing Demand

Is the winter really coming in the memory market just as 2025 kick starts? In addition to rumors of major players scaling down traditional DRAM production, a ZDNet report suggests that Samsung and SK hynix have recently cut back on legacy NAND production and begun upgrading underutilized old facilit...

2025-01-06

[News] South Korea’s Chip Exports to Taiwan and Vietnam Rise in 2024 as China’s Share Falls

According to a report from Central News Agency, citing Korea JoongAng Daily, South Korea's share of chip exports to China has declined, while exports to Taiwan and Vietnam have increased. This trend could be attributed to factors such as the intensifying U.S.-China chip war, rising semiconductor de...

2025-01-06

[News] Samsung Reportedly Starts Trial Production of HBM4 Logic Die with In-house 4nm, Challenging SK hynix

Samsung’s turnaround in the DRAM sector certainly hinges on its progress of next-gen HBMs, and now there is a ray of hope. According to South Korean media outlet the Chosun Daily, the company has started trial production of the logic dies used in HBM4. More importantly, it has kicked off initial p...

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