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SE Asia Production Capacity Expansion to Fuel Global Notebook Shipment Growth in 2025 10/24/2025
Despite challenges from geopolitical tensions and tariff uncertainties, the global notebook market is showing signs of recovery in 2025.
Texas Instruments’ earnings outlook stirs confusion, signals soft demand 10/24/2025
A number of Wall Street analysts identified a “tone” shift in how executives were describing where Texas Instruments was in the semiconductor recovery cycle compared to Q1, raising questions about what happened to change the messaging.
Chipmaker CXMT eyes US$42 billion Shanghai listing, sources say 10/24/2025
IPO plans come as China’s semiconductor stocks surge, with the benchmark CSI CN semiconductor index rallying 49 per cent year-to-date
Amazon Reportedly Wants Robots to Replace 600,000 Human Hires 10/24/2025
Amazon's robot push promises to cut costs and automate operations at warehouses, according to The New York Times. Amazon says it's a 'misleading picture of our plans.'
Eos Energy to spend $353M to establish factory, relocate HQ to Pittsburgh area 10/23/2025
The project will create at least 735 jobs and retain 265 positions, according to the release. It also brings Eos geographically closer to new strategic partner Talen Energy Corporation, which plans to partner with the battery maker to develop storage capacity for artificial intelligence infrastructure across Pennsylvania.
Samsung, SK hynix showcase latest HBM4 chips at 2025 SEDEX 10/23/2025
SK Hynix and Samsung Electronics touted their latest high-bandwidth memory chips at the 2025 Semiconductor Exhibition in Seoul. SK Hynix is getting ready for mass production of HBM4, while Samsung is hoping to regain its competitive edge with its new HBM4 lineup.
JEDEC says SOCAMM2 compact DRAM module for AI servers boasts higher speeds and broader compatibility 10/23/2025
JEDEC is nearing completion of the SOCAMM2 memory standard, which is based on Nvidia's design but expanded for broader industry adoption. SOCAMM2 uses LPDDR5X memory and offers higher transfer rates of up to 9,600 megatransfers per second.
NASA Reopens Lunar Lander Contract, and Elon Musk Is Big Mad 10/23/2025
Acting Administrator Sean Duffy calls out SpaceX’s Starship for falling 'behind schedule,' and suggesting that Blue Origin could get astronauts there first.
SpaceX Expands 'Free' Starlink Dish Offer Across US 10/22/2025
In some parts of the US, SpaceX is also offering free professional installation. But You Don't Actually Own It.
After an ICE Raid in Rural Georgia, Hyundai Keeps Betting on America 10/22/2025
Hyundai hoped the facility, in Ellabell, would become a shining example of car assembly, an image that also aligns with President Trump’s desire to re-industrialize the nation.
Nvidia still needs Taiwan even as TSMC ramps Blackwell production in Arizona 10/22/2025
AI arms dealer relies on Taiwanese advanced packaging plants for top-specced GPUs
Chipmind Agents target chip design tasks with automation 10/22/2025
Chipmind has introduced Chipmind Agents, AI agents designed for the automation and optimization of complex chip design and verification tasks by integrating into existing workflows and adapting to proprietary EDA tools. "Our 'design-aware' agents are engineered to holistically understand the entire chip context, not just the surrounding tools," says CEO Harald Kröll.
Arm releases vendor-neutral chiplet standard for autos 10/21/2025
Arm has introduced a vendor-neutral version of its Foundation Chiplet System Architecture through the Open Compute Project to set standards for chiplet integration. The architecture is designed to deliver data center-level performance for vehicles integrating advanced driver-assistance systems and advanced in-cabin experiences. Arm is collaborating with BMW, LG Electronics and imec on the initiative.
US Senate passes measure that limits Nvidia and AMD’s AI chip exports to China 10/21/2025
The Senate action follows a Trump administration deal this summer with Nvidia and AMD to ease China export restrictions
Wireless Power Eliminates Batteries for IoT Devices 10/21/2025
Energous’ transmitters deliver power to IoT devices that no longer need batteries.
Intel’s CEO Lip-Bu Tan Meets Saudi Official For a Potential Chip Partnership 10/21/2025
Intel CEO Lip-Bu Tan recently met with Saudi Minister of Communications and Information Technology Abdullah Al-Swaha to discuss a potential partnership in semiconductors and AI, according to reports. Saudi Arabia and UAE, meanwhile, are shifting their economic focus toward technology.
TI President and CEO Haviv Ilan Succeeds Rich Templeton as Chairman of the Board 10/20/2025
Haviv Ilan succeeds Rich Templeton, who will retire at the end of 2025 after a 45-year career with the company.
Microchip touts 3nm PCIe Gen 6 switch for AI, data centers 10/20/2025
Microchip Technology has launched its Switchtec Gen 6 PCIe Fanout Switch Family, a 3-nanometer PCI Express Gen 6 switch that enhances AI, high-performance computing, and data center applications. The switches offer double the bandwidth of PCI Express 5.0, lower latency and advanced security features, including post-quantum cryptography, Microchip reports.
Samsung buys two more high-NA EUV machines 10/20/2025
Samsung is reported to be paying $773 million for two high-NA EUV machines – the Twinscan EXE:5200B – with one for delivery this year and one for delivery in H1 2026.
AT&T Is Raising Home Internet Prices by $5 Once Again 10/20/2025
AT&T Fiber and AT&T Internet service customers will see the price hike on Dec. 1.
TSMC Q3 revenue up 40.8% YoY 10/17/2025
Earlier today, TSMC announced Q3 revenue of $33.1 billion with a profit of $14.76 billion.
Texas Instruments On Its Path to 95% In-House Manufacturing by 2030 10/17/2025
Texas Instruments plans to increase in-house manufacturing capacity to 95% by 2030, investing more than $60 billion in facilities across Texas and Utah. Stefan Bruder, president of Texas Instruments EMEA, highlights the company's strategy to ensure supply chain resilience by sourcing materials locally and operating dual-flow manufacturing sites.
US Revoking Visas of People Who Badmouth Charlie Kirk on Social Media 10/17/2025
Legal aliens have free speech protections under the First Amendment, but the State Department says it has 'no obligation' to host people who criticize the late podcaster.
Air Force OKs SpaceX Plan to Double Number of Launches at California Base 10/17/2025
The Department of the Air Force (DAF) overrides environmental objections from a California commission to approve up to 100 rocket launches per year from Vandenberg Space Force Base.
Stellantis plans $13B investment to expand US manufacturing 10/16/2025
The automaker aims to launch five new vehicles in key segments over the next four years and add over 5,000 jobs across its four plants in Illinois, Ohio, Michigan and Indiana.
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