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| UMC, Polar sign memorandum on US wafer production |
12/8/2025 |
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United Microelectronics and Polar Semiconductor have signed a memorandum of understanding to explore the manufacturing of 8-inch semiconductor wafers in the US. The partnership will join Polar's expanded facility in Minnesota with UMC's 8-inch chip portfolio and global customer network. It will target demand from the automotive, data center, consumer electronics, and aerospace and defense sectors.
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| Kerala Sets Sights on Design and IP |
12/5/2025 |
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While Gujarat boasts about OSATs and fabs, the Indian state of Kerala is charting a different path with its design-first semiconductor roadmap that focuses on chip design, testing and IP creation rather than competing to build multi-billion-dollar fabs.
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| SiTime Exploring Renesas’ $2 Billion Timing Exit |
12/5/2025 |
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SiTime is in discussions to acquire Renesas Electronics' timing components unit, in what would be SiTime's largest acquisition, according to reports. The unit, which Renesas largely inherited from Integrated Device Technology, could be valued at nearly $2 billion and includes clock generators, jitter cleaners and real-time clocks.
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| Micron Technology plans to exit the consumer DRAM market |
12/5/2025 |
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Micron Technology plans to exit the consumer DRAM market, including sales of Crucial-branded products, by February to focus on the growing demand for memory and storage in data centers driven by AI. The move aligns Micron's "business to secular, profitable growth vectors in memory and storage," the company says.
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| The Chip Industry’s Future Equilibrium |
12/4/2025 |
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The notion of balance between performance and purpose, innovation and sustainability, is fast becoming the defining narrative of the global semiconductor sector.
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| Samsung touts 96% lower-power NAND design |
12/3/2025 |
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Researchers investigate design based on ferroelectric transistor and demonstrate FeFET-based 3D NAND cells with near-zero pass voltage and up to five bits per cell.
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| Global growth is holding up better than expected |
12/2/2025 |
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Global growth is holding up better than expected as an artificial intelligence investment boom helps offset some of the shock from US tariff hikes, the OECD said, nudging up its outlook for some major economies.
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| Micron preps $9.6B HBM plant in Japan |
12/2/2025 |
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Micron Technology plans to invest $9.6 billion in a high-bandwidth memory facility in Hiroshima, Japan, according to reports. The project, supported by up to $3.2 billion in government subsidies, is designed to address the rising demand for AI memory, potentially shifting the HBM market share in Micron's favor.
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| Global DRAM Revenue Soars 31% in 3Q 2025 |
12/1/2025 |
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Significant increases in conventional DRAM contract prices and growing HBM volumes drove the global DRAM industry revenue to $41.4 billion in 3Q 2025.
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| Trump team wants Taiwan to train US chip plant workers |
11/27/2025 |
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Under the arrangement, Taiwanese companies including TSMC (2330.TW), opens new tab, the world's largest contract chipmaker, would send new capital and workers to expand their U.S. operations and train U.S. workers.
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