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Sunday 19 October 2025
Telangana pitches Taiwan chipmakers with 80% subsidies, deep tech talent pool
India's Telangana state is intensifying efforts to attract semiconductor investments from Taiwan, with senior state officials meeting leading tech firms and research institutions in Taipei to explore potential collaboration.
Sunday 19 October 2025
Behind the silicon curtain, China's tech illusion unravels
China's technological advancement remains a central focus of global attention, with social media frequently showcasing local tech applications and innovations. Yet for many outside observers, the actual situation in China continues to fuel curiosity and skepticism, prompting many to wonder what lies beneath the polished surface.
Saturday 18 October 2025
Wuhan XMC's IPO hits wall: profit shock and China's new regulatory reality

Wuhan Xinxin Semiconductor Manufacturing Co. (XMC), a key subsidiary of YMTC, is under growing regulatory scrutiny as its once-promising bid for a STAR Market listing unravels into a drawn-out saga of earnings collapse, mounting depreciation, and tangled related-party dealings, according to reports from CLS, TMTPost, and Caixin.

Saturday 18 October 2025
Samsung expands EUV fleet to seize upcoming memory supercycle

Samsung Electronics is reportedly ramping up investment in extreme ultraviolet (EUV) lithography, planning to add five more systems for its memory division alongside two high-numerical-aperture (High NA) EUV tools for its foundry arm. The move positions Samsung for the anticipated memory supercycle, as DRAM and high-bandwidth memory (HBM) manufacturers race to expand next-generation production capacity.

Friday 17 October 2025
New BIS rules may force Wingtech to cut Nexperia stake
China's Wingtech is grappling with an unprecedented crisis after the Dutch government seized control of its subsidiary Nexperia. In a stunning triple blow, Nexperia's Chinese CEO, Xuezheng Zhang, has been suspended, Dutch authorities have taken over the company's management, and all 30 of its global business entities have been frozen for one year.
Friday 17 October 2025
Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays
TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative customers. With uncertainty mounting, many of these firms are now turning their attention to Micron's expanding operations in Hiroshima to secure revenue.
Friday 17 October 2025
Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia continues to pressure suppliers to increase the bandwidth of sixth-generation high-bandwidth memory (HBM4), signaling that the HBM speed race will intensify.
Friday 17 October 2025
Taiwan PCB makers seize semiconductor opportunity amid load board shortage
As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry has been pushed into a new wave of product upgrades.
Friday 17 October 2025
Tesla's South Korea move points to deepening semiconductor alliance with Samsung
Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication hub. The US EV maker has started hiring semiconductor engineers, stirring industry attention as it strengthens collaboration with Samsung after inking a US$16.5 billion foundry deal for its upcoming AI6 chip.
Friday 17 October 2025
ASML stands strong despite tariffs, fueled by China and TSMC orders
Acer chairman and CEO Jason Chen once described the "dulling effect" of US President Donald Trump's tariffs, a phenomenon now increasingly reflected in ASML's earnings and guidance. Despite these pressures, the Dutch firm reported steady third-quarter earnings, buoyed by a surge in demand from the artificial intelligence (AI) sector and a last-minute scramble by Chinese firms to acquire advanced chipmaking equipment.
Friday 17 October 2025
Commentary: TSMC chairman adopts cautious tone despite AI optimism
TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to NT$1.21 trillion, already exceeding the full-year 2024 total of NT$1.17 trillion. However, Chairman C.C. Wei's demeanor marked a notable shift from previous years, emphasizing disciplined expansion amid strong AI demand.
Friday 17 October 2025
TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify its strategic presence in the US, Chairman and CEO C.C. Wei announced during the company's latest earnings call.

Friday 17 October 2025
China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order
The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor supply chain. The move is prompting China's chip industry to accelerate internal restructuring to hedge against growing geopolitical uncertainty.
Friday 17 October 2025
GlobalWafers launches Fab300 in Italy, boosting Europe's semiconductor autonomy
GlobalWafers announced on October 16 that its new 12-inch wafer fab, Fab300, in Novara, Italy, has officially begun operations. This marks a significant step in the company's global expansion and a key milestone in Europe's push toward semiconductor self-sufficiency.
Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics is expected to sustain its strong third-quarter performance and continue growing, supported by rising prices of general-purpose memory and surging demand for HBM.
Friday 17 October 2025
Power Integrations joins Nvidia's 800V AI data center supply chain
US-based PMIC manufacturer Power Integrations (PI) announced that it has officially entered Nvidia's 800V data center power supply architecture supply chain, becoming a certified supplier for the entire platform.
Thursday 16 October 2025
TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings call, Chairman C.C. Wei also announced a significant expansion of the company's Arizona operations after securing a second large plot of land to accelerate its US growth.
Thursday 16 October 2025
TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C. Wei has raised the company's full-year revenue guidance once again.

Thursday 16 October 2025
Broadcom launches industry's first Wi-Fi 8 chips for AI-powered edge devices

Broadcom on Thursday introduced the industry's first suite of Wi-Fi 8 silicon solutions, signaling a new era in wireless connectivity engineered specifically for the demands of artificial intelligence (AI)-driven edge networks.

Thursday 16 October 2025
Samsung unveils stock rewards program to retain top talent
Samsung Electronics is rolling out a new stock-based rewards program in a strategic move to attract and keep its top employees amid a fierce global competition for talent.
Thursday 16 October 2025
Tsinghua University breaks imaging limits with Rafael chip, launching sub-angstrom era
The Department of Electronic Engineering at Tsinghua University (THU) in Beijing has developed the world's first "sub-angstrom snapshot spectral imaging chip" named Rafael. The research findings were published online in Nature, marking a significant advance in high-precision photonic chips and imaging technology in China. This breakthrough ushers intelligent photonics into an ultra-high resolution era below 0.1 nanometers (sub-angstrom level).
Thursday 16 October 2025
Samsung reportedly to bring in ASML's top lithography tools to take on TSMC
Samsung Electronics is reportedly pouring KRW1.1 trillion (approx. US$773 million) into next-generation chipmaking equipment in a high-stakes bid to close the gap with rivals TSMC and Intel in the global race to produce smaller, more powerful semiconductors.
Thursday 16 October 2025
Nanya sees DDR4 price and volume growth; annual contract talks emerge
Memory manufacturer Nanya successfully ended 11 consecutive quarters of losses in the third quarter of 2025. General manager Pei-Ing Lee stated that average selling prices (ASPs) rose about 40% quarter-over-quarter in the third quarter, with strong confidence in continued price increases and operational growth in the fourth quarter. Although price hikes vary across product lines, maintaining first-quarter 2026 pricing would be ideal. Recently, customers have also requested annual long-term contracts for DDR4, signaling the industry's recovery from its trough to a healthy level.
Thursday 16 October 2025
TSMC 3Q25 earnings hit a record high with gross margin near 60%
Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third quarter of 2025. The foundry posted consolidated revenue of NT$989.92 billion (US$32.3 billion), net income after tax of NT$452.3 billion, and earnings per share (EPS) of NT$17.44—yet another record high. Cumulative EPS for the first three quarters reached NT$46.75, already surpassing the company's full-year 2024 performance.
Thursday 16 October 2025
India's Sahasra exports packaged memory to Europe, marking OSAT progress
India's Sahasra Semiconductors has begun volume production of Made-in-India Micro SD cards and USB drives for Germany's Hama under a multi-year supply contract. The agreement marks one of the first exports of locally packaged semiconductor memory products from India to Europe, showing measurable progress in the country's semiconductor manufacturing capabilities.