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2025-03-05

[News] Intel’s Panther Lake Mass Production Reportedly Slips to 4Q25: More 18A Hurdles Ahead?

Intel is betting on 18A for a turnaround, as it reportedly works with clients like Broadcom and NVIDIA on test chips. However, industry speculation suggests further delays, with Panther Lake possibly missing mass production until Q4 2025, according to Wccftech. Here’s a quick round-up at the poten...

2025-03-05

[News] TSMC’s $100 Billion U.S. Investment Puts Pressure on Samsung and SK hynix’s Next Move

According to a report from TechNews, citing Chosun Biz, Taiwanese semiconductor giant TSMC’s massive investment plan in the U.S. is intensifying pressure on Samsung Electronics and SK hynix to take similar action, as U.S. President Donald Trump continues to escalate threats of tariffs and other ec...

2025-03-05

[News] TSMC’s U.S. Investment Could Lead to 15% Price Hike, with AMD and NVIDIA Cheering on the Expansion

While TSMC is set to expand its U.S. investment to a staggering $165 billion, price hikes for its advanced nodes seem to be inevitable, with adjustments reflecting the high cost of U.S. fabs, as per Commercial Times. With Trump ruling out the possibility for subsidies, analysts expect at least a 15%...

2025-03-05

[News] Over $6.67 Billion Wafer Plant Breaks Ground as HBM Market Heats Up

Recently, SK Hynix announced the full-scale commencement of construction on the first wafer plant within its Yongin Semiconductor Cluster, with completion expected in May 2027. In July 2024, the SK Hynix board of directors approved an investment of approximately 9.4 trillion KRW (about $6.67 bill...

2025-03-05

[News] SK hynix U.S. Revenue More Than Doubles Amid Surging HBM Demand

According to reports from The Chosun Daily and The Korea Herald, SK hynix's revenue in the U.S. market surged 2.6 times in 2024, fueled by the rising demand for AI memory chips from major U.S. tech companies. In a corporate filing on Tuesday, SK hynix announced that its U.S. sales subsidiary, SK...

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