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What SoftBank’s Investment in Intel Means 9/2/2025 Masayoshi Son's stress on advanced semiconductor manufacturing tilts the balance of this deal in favor of Intel's foundry business. NAND Flash Revenue Surged Over 20% in 2Q 2025 9/1/2025 The NAND flash industry posted solid growth in 2Q 2025 despite slight declines in ASP, according to TrendForce. J&J earmarks $2B for Fujifilm’s North Carolina facility 9/1/2025 The 10-year deal will expand the biopharma giant’s capacity to better meet U.S. demand for advanced medicines and create 120 jobs for the Raleigh area. Qualcomm to add Single Photon Active Sensor tech to Snapdragon 9/1/2025 Qualcomm plans to integrate VoxelSensors' Single Photon Active Event Sensor technology into the Snapdragon AR2 Gen 1 Platform to enhance 3D sensing for robotics and extended-reality applications. The SPAES sensors can detect single photons and generate high-resolution 3D data at a rate of up to 100 million points per second. Semiconductor industry faces water, sustainability challenges 9/1/2025 The boom in chip manufacturing has also increased demand for ultra-pure water. Fabrication plant operators are investing in ways to mitigate water usage, but are still reclaiming a small percentage of it in their operations. Tata Electronics and Bosch to Collaborate on Chip Packaging, Manufacturing 8/29/2025 Tata Electronics and Bosch will collaborate on several key areas within the electronics and semiconductor industries. Nvidia's Huang meets Samsung, SK leaders at US summit as HBM battle escalates 8/29/2025 The South Korea-US summit offered a rare gathering of tech heavyweights, as Nvidia CEO Jensen Huang met with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won. The encounter underscored the rising importance of high-bandwidth memory (HBM) and cross-border semiconductor investment in the intensifying global AI race. Nvidia posts record $46.7B revenue in Q2 8/29/2025 Nvidia has $46.7bn Q2 forecasts $54bn Q3In the quarter to the end of July, Nvidia had sales of $46.7 billion which was 56% up y-o-y – the smallest y-o-y percentage increase for two years Renesas MCU Features Advanced Security and Targeted Peripheral Set 8/28/2025 Renesas' RA4C1 offers ultra-low power consumption, advanced security features, abundant communication interfaces, and segment LCD support. Hyundai boosts US investments to $26B through 2028 8/28/2025 The automaker aims to significantly expand its domestic manufacturing footprint, including steel production and robotics. AMD To Collaborate With IBM To Develop ‘Quantum-Centric’ Supercomputing 8/28/2025 AMD is expected to enter the realm of quantum computing with IBM, with plans to develop next-gen HPC machines that leverage the fundamentals of qubit computing. Boost Mobile Sells Off Spectrum to AT&T, Ends Its Fourth-Carrier Ambitions 8/28/2025 Boost says this $23 billion deal will leave it a 'hybrid' mobile network operator. IRS Throws EV Fans a Bone With Extended $7,500 Tax Credit Deadline 8/27/2025 The Big Beautiful Bill kills the tax credit on Sept. 30, but you no longer have to take ownership of a new EV by that date. Here's what you need to know and a list of eligible vehicles. AI-driven demand pushes HBM innovation beyond standards 8/27/2025 The challenge for HBM makers is an accelerated innovation cycle, with generations emerging every two to two-and-a-half years, compared with the previous four- to five-year cycle. Huawei Is Reportedly Designing an ‘AI Memory’ That Could Replace HBM 8/27/2025 Huawei is reportedly developing a memory for AI-specific workloads that is claimed to replace HBM with effective capacities and efficiency. Rivian readies for next evolution with R2 launch 8/27/2025 With lessons learned from its first generation vehicles, the EV maker is banking on scale to reduce costs and drive profits. Korean biz leaders head to US for Lee-Trump summit 8/26/2025 The summit — set for Monday (local time) in Washington — follows a recent trade deal that lowered U.S. reciprocal tariffs on Korean goods from 25 percent to 15 percent in exchange for Korea's pledge of $350 billion in investment and $100 billion in U.S. energy purchases. SK hynix launches mass production of world's first 321-layer QLC NAND flash 8/26/2025 The chips, which double the storage capacity of their predecessor to 2 terabits, will be initially used in solid-state drives for PCs before expanding to data centers and smartphones. TikTok Lays Off Hundreds More Content Moderators in AI Push 8/26/2025 The Wall Street Journal's sources said that 'hundreds' of its London team could be impacted. First Foldable iPhone Will Reportedly Have 4 Cameras, Touch ID 8/26/2025 The phone is set to arrive next year and could start at $2,000, the same as the Galaxy Z Fold 7. Our Messy Garages Are Hurting EV Adoption 8/25/2025 Though many Americans could install EV chargers in their homes, their garages are too packed full of junk, says strategic communications firm Telemetry. Rivian moving forward on $5B Georgia EV plant 8/25/2025 Rivian will host special events next month to mark the restart of construction of its $5 billion Georgia electric vehicle factory. The electric vehicle manufacturer had ceased construction on the facility near Social Circle in 2024 to cut costs. Energy Department to boost critical mineral supply with $1B funding 8/25/2025 The financial support is part of the Trump administration’s effort to reduce reliance on foreign sources of critical minerals, especially from China. Walmart CEO: Our Costs Are Increasing Every Week Thanks to Tariffs 8/25/2025 Doug McMillon says the company has been 'keeping our prices as low as we can for as long as we can.' For now, shoppers are still spending, but how long will that hold? US, EU agree to terms of framework trade pact 8/22/2025 The two trading partners documented provisions of a deal that would set a 15% tariff on many EU imports, including cars, auto parts, pharmaceuticals and semiconductors.  4  |  5  |  6  |  7  |  8  |  9  |  10  |  11  |  12  |  13

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