| Zeit | Aktuelle Nachrichten | ||
|---|---|---|---|
| 04.09. | U.S. Chip Tariffs Could Hinge on Investment Scale: What's at Stake for TSMC, Samsung, SK hynix? | ||
| 04.09. | ASML Japan to Boost Workforce 40% by 2030 to Support Rapidus, TSMC Advanced Chip Push | ||
| 04.09. | Apple's iPhone 18 Lineup Takes Shape: Prices Seen Rising 10-20%, Foldable May Start Above US$2,000 | ||
| 04.09. | Samsung Electro-Mechanics Secures KRW 1.07 Trillion Long-Term MLCC Supply Deal for AI Servers | ||
| 04.09. | China's 2nd-largest Foundry Hua Hong Unveils US$2B Wuxi Expansion, Adding 55K Wafers/M and 30% More Capacity | ||
| 04.09. | Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With Rivals | ||
| 03.09. | Korean Power Utility Reportedly Asks Samsung, SK hynix to Prepay ~5 Years of Power Bills Worth KRW 25T | ||
| 03.09. | AUO Sells Singapore Plant to Western Digital for NT$8.75B Amid Shift to Advanced Packaging, Micro LED CPO | ||
| 03.09. | TSMC Equipment Demand Reportedly Jumps 90% in Just Over Half a Year; Substrate Capacity Faces AI Squeeze | ||
| 03.09. | Broadcom Targets $115B AI Revenue in FY27, Nearly 2X FY26; Singapore Fab to Ease Key Substrate Bottleneck | ||
| 03.09. | InP Gains Traction: Sumitomo Initiates Epitaxial Wafer Mass Production, Wuhan Tianyuan Enters Market | ||
| 03.09. | China's Chip Tool Push: AMEC Expands 3D Memory Equipment; Wellrun Targets Key Metrology Gap | ||
| 02.09. | Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall | ||
| 02.09. | China's DUV Could Reach High-Volume Production in 2-5 Years; EUV Reportedly Unlikely Within a Decade | ||
| 02.09. | [Insights] Memory Spot Price Update: DDR5, DDR4 Demand Weakens, but Firm Supplier Quotes Support Elevated Prices | ||
| 02.09. | TSMC Eyes Chip-Level Microchannel Cooling as AI System Power Could Rise 6× in Five Years | ||
| 02.09. | SK hynix's China eSSD Business Hits Turning Point as Intel NAND Deal Restrictions Near Expiry by End-2026 | ||
| 02.09. | RF Chipmaker Maxscend Announces Strategic Expansion into Optical Interconnects | ||
| 02.09. | SK hynix Reportedly Weighs Japan Memory Plant; U.S. Pressure, Korean Approval Could Complicate Plans | ||
| 01.09. | Samsung Unveils Memory Roadmap at SEMICON: HBM5 Targets 2× HBM4E Performance, zHBM 8× Boost | ||
| 01.09. | Intel CFO Says 14A Defect Reduction Fastest Since 22nm; Customer Talks Reportedly Grow Ahead of 2028 Ramp | ||
| 01.09. | ASML Advances High-NA EUV Toward HVM as 10 Systems Reportedly Go Live at 4 Customers | ||
| 01.09. | HBM3E Spot Prices Said to Be 4-5× LTA Levels, with Samsung Reportedly Locking 70% of Capacity Through 2031 | ||
| 01.09. | NVIDIA's First Investment in a Taiwan-Listed Firm in Spotlight: What the MediaTek Deal Means for the AI Race | ||
| 01.09. | JSG Achieved Breakthrough in 12-inch SiC Crystal Growth |