Tong Hsing eyes stronger G2 growth amid minimal tariff impact and Philippines expansion

Tong Hsing Electronic, a major backend services provider for CMOS image sensors (CIS), reported that while first-quarter operations saw a slight year-over-year decline, performance nonetheless exceeded internal expectations. Looking ahead, the company anticipates stronger results in the second quarter, with optical communication products within its RF module segment poised to deliver the most robust growth. Demand for ceramic substrates and high-end CIS is also expected to recover gradually.

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Samsung faces delays in 1c DRAM development, raising concerns over HBM4 timeline

Samsung Electronics is encountering delays in the development of its next-generation 1c DRAM chips, according to sources familiar with the matter. Originally slated for sample testing in July 2025, the schedule has reportedly been pushed back to October due to complications in the redesign process. Insiders say the situation remains fluid, with yield rates still uncertain, raising concerns that the timeline for mass-producing HBM4 chips, which rely on 1c DRAM, may also be affected.

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Tenstorrent aligns with Rapidus for 2nm chip validation, targets year-end tape-out

Tenstorrent, a US-based semiconductor design firm, held a press conference on April 17 at its newly established Tokyo office to discuss its deepening collaboration with Rapidus in advancing 2nm semiconductor technology. During the event, the company also revealed plans to significantly expand its presence in Japan, aiming to increase its number of design engineers sixfold by the end of 2025.

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Cadence to acquire Arm’s Artisan foundation IP business

According to the official press release, Cadence has announced a definitive agreement to acquire Arm’s Artisan foundation IP business, expanding its design IP portfolio and entering the foundation IP market for the first time. The deal includes standard cell libraries, memory compilers, and general-purpose I/Os optimized for advanced nodes at leading foundries. It is expected to close in the third quarter of 2025, pending regulatory approvals and customary closing conditions.

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