According to a report, India’s first OSAT companies are moving from announcements to competitive positioning. One firm claims pricing is now attractive compared to Malaysia, Singapore, and Taiwan, though China remains cheaper. The real ramp to volume production, especially for automotive, is still 1
Samsung’s semiconductor division is roaring back as a cash cow. Chairman Jay Y. Lee visited key factories to inspect next-gen tech and motivate staff during a market upswing.
Samsung is reportedly considering using its in-house Exynos 2600 chipset in the upcoming Galaxy Z Flip 8. The move would be a major vote of confidence in its new 2nm manufacturing process. It’s also seen as a cost-saving measure against Qualcomm’s expensive Snapdragon 8 Elite Gen 5.
Stephen Witt, author of the Jensen Huang biography “The Thinking Machine,” argues Google is the single biggest risk to NVIDIA. He claims Huang is driven by a fear of failure, which has fueled the chipmaker’s rise to a $5 trillion valuation.
Internal Apple files reference unreleased MacBooks with A15 and A18 Pro chips. The A18 Pro configuration looks more like a real product, pointing to a potential low-cost MacBook launch in 2025.
According to a report, China has built its first operational extreme ultraviolet (EUV) lithography machine prototype. This marks a potential breakthrough in its quest for semiconductor independence, targeting mainstream use by 2030.
The founder of Chinese AI chip firm MetaX, Chen Weiliang, is now worth $6.5 billion after his company’s shares skyrocketed 693% in their Shanghai trading debut. This marks China’s second chip billionaire in two weeks, fueled by massive investor demand and a national push for semiconductor self-relia
New rumors from supply chain sources indicate NVIDIA is planning a significant reduction in RTX 50 series GPU production. The move is a response to a looming, long-term memory shortage that’s hitting the entire industry. Gamers hoping for easier upgrades in 2026 could be in for a nasty surprise.
Lumentum has expanded its board to nine members with the appointment of Thad Trent, the current CFO of onsemi. The move brings deep semiconductor finance and manufacturing expertise to the photonics company’s leadership as it targets AI infrastructure growth.
The US has formed a new international group, ‘Pax Silica,’ to secure the semiconductor supply chain. The initial members include South Korea, Japan, and the Netherlands, but Taiwan—which makes 60% of the world’s chips—is not included. The move underscores the geopolitical battle over critical tech i
