SemiVoice

➀ Imec challenges the perception that deep-tech investments yield only moderate returns, citing McKinsey and BCG data showing a 16% net annual IRR for deep-tech versus 10% for traditional tech with comparable failure rates;

➁ Despite high initial capital needs, deep-tech startups require less funding in later stages, face limited competition, and achieve higher profit margins due to disruptive market creation;

➂ Imec.DeepTechVentures reduces risks through semiconductor R&D expertise, global ecosystem integration, and manufacturing process optimization, accelerating commercialization of innovations like vertical AI compute architectures.

➀ ETH Zurich researchers identified a hardware-level vulnerability named **RMPocalypse** in AMD's SEV-SNP technology, which secures confidential cloud computing environments;

➁ The flaw allowed 100% success rate in bypassing protections, exposing sensitive data (e.g., AI-processed messages) via memory management weaknesses in AMD processors;

➂ AMD patched the issue post-disclosure, reinforcing the critical role of secure computing for data sovereignty and cloud trust.

➀ TP-Link confirmed successful trials of Wi-Fi 8 hardware, likely developed with partners like Qualcomm, marking a key milestone in next-gen wireless technology.

➁ Wi-Fi 8 focuses on improving real-world reliability and latency rather than peak speeds, retaining a 46 Gbps max data rate while introducing Ultra High Reliability (UHR) and four new optimization technologies.

➂ Wi-Fi 7 prices are dropping as the industry prepares for Wi-Fi 8's launch, with current routers now available under $100 for dual-band models.

➀ ArcChips, a South Korean semiconductor IP startup founded in 2020, specializes in developing TSMC process-validated IP for analog, mixed-signal, and RF applications, securing over 40 silicon-verified IPs for 12nm and 28nm processes;

➁ Expanding globally, the company showcased its IP portfolio at the Silicon Valley IP-SOC conference and plans to develop 7nm and 55nm IPs by 2024, targeting AI and automotive semiconductor markets;

➂ Backed by a team of seasoned engineers, ArcChips aims to become a leading global analog/mixed-signal IP provider by 2030, contributing to South Korea's semiconductor industry growth.

➀ Broadcom has started shipping its Tomahawk 6-Davisson 102.4T switch featuring integrated co-packaged optics (CPO), achieving a 70% reduction in power consumption;

➁ The switch employs TSMC's COUPE photonic engines and 3nm Condor SerDes, with field-replaceable laser modules for improved maintenance;

➂ This innovation addresses high-power networking demands in AI clusters, enabling higher port density and energy-efficient 1.6TbE connectivity.

➀ Fujifilm Korea partners with the '2025 Unself' festival, a sustainability-focused event organized by Oboy Magazine, promoting coexistence with Earth and animals through fashion, art, and photography.

➁ The company sells discounted mirrorless cameras (e.g., X100VI, X-T5) at 40% off, with donations of 1,000 KRW (~0.74 USD) per entry ticket. Proceeds (~20 million KRW, ~14,800 USD) will fund animal welfare organizations.

➂ President Hoon Lim emphasizes Fujifilm's commitment to connecting with sustainability-minded consumers and expanding CSR initiatives aligned with corporate values.

➀ LG Energy Solution posted Q3 revenue of 5.6999 trillion KRW (approx. $4.38 billion), a 17.1% YoY decline, while operating profit surged 34.1% to 601.3 billion KRW (approx. $462.5 million);

➁ Sequentially, revenue rose 2.4%, and operating profit increased 22.2%. Excluding the 365.5 billion KRW (approx. $281 million) AMPC tax credit under the U.S. IRA, the adjusted operating profit was 235.8 billion KRW (approx. $181 million), marking its second consecutive profitable quarter without subsidies;

➂ The results highlight improved financial resilience and operational efficiency amid market challenges.

➀ The UK government prioritizes accelerating Small Modular Reactor (SMR) deployment to address growing electricity demand from data centers and EVs, targeting completion by the mid-2030s;

➁ Rolls-Royce is the preferred contractor, with the government streamlining approvals to reduce the typical 10-year timeline;

➂ Initial contracts for ten SMR projects, each worth £2 billion, involve major engineering firms, with potential for future expansions.

➀ Amazon's Prime Big Deal Days may be over, but there are still some good deals to be had on GeForce RTX 50 series GPUs.

➁ We've narrowed down the most compelling options to six choices below, with two SKUs each for the GeForce RTX 5060 Ti, RTX 5070, and RTX 5070 Ti.

➂ Many of the picks we've highlighted below are ASUS cards specifically, since they're currently available with fairly deep discounts.

➀ Microsoft recently introduced AI agents into Office 365 apps, and is now testing new ways to enhance the integration of Copilot in Windows 11.

➁ Users will be able to use Copilot to connect to personal services and create/export documents.

➂ Copilot can access services like OneDrive, Outlook, Gmail, and Google Drive, and can create documents in various formats like Excel, Word, PowerPoint, and PDF.

➀ A U.S. congressional report reveals China spent $38 billion on Western semiconductor tools in 2024, capturing 39% of global market share despite export controls;

➁ Restricted entities like SMIC and Huawei affiliates received 45% of sales, leveraging node-agnostic equipment gaps to produce 7nm chips for military/AI applications;

➂ Nine policy recommendations include expanding export bans, enhancing tracking, and supporting U.S. toolmakers to counter China’s $100B+ semiconductor self-sufficiency drive.

➀ The first SEMICON in Arizona showcased strong industry momentum, with Applied Materials launching critical new tools for advanced packaging and chip manufacturing;

➁ A bipartisan congressional report condemns U.S. semiconductor equipment sales to China, urging stricter 300mm tool restrictions amid national security concerns;

➂ AI-driven memory demand could trigger an unprecedented market cycle, with SK Hynix's 900K wafer/month OpenAI deal signaling explosive growth risks and opportunities.