| Zeit | Aktuelle Nachrichten | ||
|---|---|---|---|
| 19.01. | China's OSAT Giants Step Up: Tongfu Microelectronics to Raise RMB 4.4B; JCET Backs Chip Fund | ||
| 19.01. | Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch | ||
| 16.01. | Expert Says HBF May Be Deployed in NVIDIA GPUs by 2027-28; Market Could Surpass HBM by 2038 | ||
| 16.01. | SK hynix Unveils 5-Bit NAND That Splits Cells, Delivers 20× Faster Reads | ||
| 16.01. | MediaTek Debuts Dimensity 9500s on TSMC 3nm and 4nm 8500, Targeting Upper-Midrange Market | ||
| 16.01. | Taiwan-U.S. Trade Deal Cuts Tariffs from 20% to 15%, Secures $250B Investment with TSMC at Center | ||
| 16.01. | HBM Etching Equipment Said to Enter a Super Cycle | ||
| 16.01. | U.S. Commerce Secretary Lutnick Reportedly to Attend Micron's $100B Clay Fab Groundbreaking | ||
| 15.01. | TSMC Addresses Speculations of a 20% Wafer ASP Increase, Says Price Is Not the Main Profit Driver | ||
| 15.01. | TSMC Flags Significantly Higher Capex Over Next 3 Years; Arizona 4th Fab, Packaging Site in Works | ||
| 15.01. | TSMC Q1 Revenue Guidance Hits $35.8B, Up 38% YoY; Unveils Record $56B Capex for 2026 | ||
| 15.01. | OpenAI Reportedly to Deploy Custom AI Chip on TSMC N3 by End-2026, Second-Gen Planned for A16 | ||
| 15.01. | TSMC 2025 Q4 Net Profit Soars 35% YoY to Record NT$505.7B, EPS Hits NT$19.5 | ||
| 15.01. | Trump Targets NVIDIA H200, AMD MI325X with 25% Tariff; U.S. Infrastructure Spared | ||
| 15.01. | Global 8-Inch Wafer Market Tightens: Samsung Giheung S7, TSMC Closures Put China Fabs in Spotlight | ||
| 15.01. | Shanghai Launched New Plan, Highlighting the Development of IC, Key Equipment and Photoresists | ||
| 15.01. | Google Reportedly to Develop High-End Pixel Phones From Scratch in Vietnam Amid China Diversification | ||
| 14.01. | [Insights] Memory Spot Price Update: DRAM Surges as Sellers Hold Back Inventory, Mainstream DDR4 Up 10% | ||
| 14.01. | ASE Buys NT$2.8B Zhunan Facility, Packaging Orders Reportedly Span NVIDIA, AMD, and More | ||
| 14.01. | NVIDIA Reportedly Pivots to 8GB RTX 5060 amid Memory Crunch, Older GPUs Back in Play | ||
| 14.01. | 8-Inch Foundries May Raise Prices 5-20%, Benefiting UMC, PSMC, Vanguard | ||
| 14.01. | TSMC Earnings Preview: $150B Capex Over Next Three Years Tops Five Key Focuses | ||
| 14.01. | Global Players Vie for 12-Inch SiC Single-Crystal Substrates Amid Semiconductor Materials Innovation | ||
| 14.01. | GigaDevice Goes Public in Hong Kong: Founder Bets on China's Memory Future | ||
| 13.01. | Intel Reportedly Reaffirms 14A Commitment as Lip-Bu Tan Hints at Possible Customer Interest |