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Thursday 19 June 2025
Huawei supernode neck-and-neck against Nvidia's, but supply chain risks loom

Huawei's new in-house constructed AI system, the CloudMatrix 384 supernode, integrated with its new AI accelerator and a rack-scale architecture based on the Ascend 910C processor, is capable of directly competing with Nvidia's flagship GB200 NVL72 cluster, according to a report by semiconductor research firm SemiAnalysis.

Thursday 19 June 2025
Texas Instruments plans over US$60 billion investment for US foundational chip manufacturing
On June 18, 2025, Texas Instruments (TI) announced it will invest over US$60 billion in seven semiconductor fabs across the US. This historic investment aims to boost TI's domestic chip production for vehicles, smartphones, and data centers, supporting more than 60,000 jobs at new mega-sites in Texas and Utah.
Thursday 19 June 2025
Nintendo Switch 2 goes supersonic, Samsung chips in with billion-dollar upside
Nintendo's highly anticipated Switch 2 console launched to surging global demand, setting sales records in both Japan and the US while simultaneously boosting prospects for Samsung Electronics' embattled chip foundry division.
Thursday 19 June 2025
Intel announces new leadership appointments to boost customer focus and engineering innovation
Intel has announced several leadership appointments as part of its strategy to enhance customer relationships and focus more on engineering innovation. Greg Ernst has been named chief revenue officer, while Srinivasan Iyengar, Jean-Didier Allegrucci, and Shailendra Desai have joined the company in key engineering roles.
Thursday 19 June 2025
Chipmaker Wolfspeed nears bankruptcy deal with lenders including Apollo
Struggling chipmaker Wolfspeed Inc. will be taken over by creditors including Apollo Global Management Inc., under a proposal that would put it into bankruptcy just long enough to slash billions of dollars in debt, according to people familiar with the plan.
Thursday 19 June 2025
Singapore and Johor try again: new special zone revives old economic dream
The grand trend of history is that unity follows division, and division leads to unity again—this perfectly applies to Johor and Singapore.
Thursday 19 June 2025
L&T Semicon sees India as key growth driver post Fujitsu acquisition
L&T Semiconductor Technologies is betting on India's accelerating economic growth and rising demand in sectors such as air conditioning, data centers, and renewable energy to fuel its power module business, as it targets the global market, CEO Sandeep Kumar told DIGITIMES ASIA.
Thursday 19 June 2025
South Korea's Lee Jae-Myung softens stance on chaebols in first talks with big corporations
South Korea's newly inaugurated President Lee Jae-Myung held his first "lunchbox roundtable" with leaders of the nation's top five chaebols and six major business groups. At the meeting, Lee pledged full support for corporate development, signaling a notable shift from his traditionally anti-chaebol stance as he faces rising economic and livelihood pressures.
Wednesday 18 June 2025
Nvidia's arrival in Taipei sparks AI hub makeover for expo hall
Nvidia has selected Taipei as the site of its first overseas research and operations headquarters, a move that has stirred both excitement and concern within Taiwan's tech industry. The decision is seen as a vote of confidence in Taiwan's strategic role in the global AI supply chain—but also a signal of intensifying competition for local talent.
Wednesday 18 June 2025
Samsung advances 4nm chiplet technology to boost AI chip foundry position
Samsung Electronics completed initial performance tests for 4nm chips using industry-standard chiplet packaging, marking progress in its effort to strengthen AI semiconductor foundry operations against rivals TSMC and Intel.
Wednesday 18 June 2025
Taiwan rises to 6th in global competitiveness rankings, driven by robust AI, chip, and R&D strengths
Taiwan has climbed two places to secure 6th position in the 2025 IMD World Competitiveness Yearbook, outperforming 63 of the 69 economies surveyed. The country also retained its title as the most competitive economy among those with populations over 20 million for the fifth consecutive year, according to the annual report released on June 17,2025, by the Switzerland-based International Institute for Management Development (IMD).
Wednesday 18 June 2025
Intel to cut up to over 10,000 jobs starting mid-July
Intel is preparing to lay off between 15% and 20% of its Intel Foundry workforce starting in mid-July, potentially impacting between 8,170 and 10,900 employees worldwide, according to a report by OregonLive. The move is part of Intel's broader effort to streamline operations and focus on accelerating its technology roadmap.
Wednesday 18 June 2025
Korean exporters brace for turmoil as US tariffs and Middle East conflict roil global trade
South Korean exporters are facing mounting pressure from a confluence of geopolitical and trade shocks, as the intensifying conflict between Israel and Iran rattles global commodity markets and new waves of US tariffs threaten key industries, including steel, appliances, and automobiles.
Wednesday 18 June 2025
Canon Machinery targets 2026 launch for hybrid bonding tools amid surge in advanced packaging demand
Canon Machinery, a subsidiary of Japan's Canon Inc., is intensifying its development of hybrid bonding technology as it seeks to expand beyond its conventional die-bonding equipment. The company plans to introduce its advanced packaging solutions to the market after 2026, aiming to meet the increasing demand from leading semiconductor manufacturers.
Wednesday 18 June 2025
TSMC maintains foundry dominance despite Foundry 2.0 move to address rising US scrutiny
Despite efforts, including the announcement of the Foundry 2.0 strategy to reduce its stated market share and address customer concerns, TSMC continues to dominate the pure-play foundry industry and is likely to face increasing antitrust pressure and further scrutiny from the US government.
Wednesday 18 June 2025
Sony accelerates image sensor growth in automotive amid record earnings and evolving market strategy
Sony Group has provided an update on its semiconductor business, particularly focusing on its position in the image sensor market. Despite failing to meet its ambitious target of capturing a 60% market share in image sensors by 2025, Sony anticipates building on record revenue and operating profit for fiscal year 2024, which spans from April 2024 to March 2025. The company sees growth potential across various image sensor applications.
Wednesday 18 June 2025
Nvidia to unveil new China-bound downgraded AI chips after H20 export ban
Nvidia CEO Jensen Huang said the company will no longer include China in its official forecasts, signaling a pivotal shift in how the US chip giant navigates the intensifying tech rift between Washington and Beijing. While US export restrictions continue to curb Nvidia's ability to sell its most advanced chips to China, Huang acknowledged that the Chinese market remains strategically important — and increasingly contested.
Wednesday 18 June 2025
Taiwan foundries wind down 8-inch output as IC designers pivot
Taiwanese IC design houses report a steady reduction in 8-inch wafer capacity by local foundry partners. Several foundries are now urging clients to transition select products to 12-inch fabs, warning that continued support for legacy nodes may no longer be viable.
Wednesday 18 June 2025
Southern Taiwan’s science park sees record revenue as AI and semiconductors surge
Southern Taiwan Science Park (STSP) reported a sharp surge in revenue in early 2025, propelled by the global artificial intelligence (AI) boom and strong semiconductor demand. From January to April, total revenue reached NT$904.514 billion (approx. US$30.53 billion), marking a 58.60% year-over-year increase and putting the park on track to exceed the NT$1 trillion mark.
Tuesday 17 June 2025
China's 15th Five-Year Plan (2): Breaking through bottlenecks to achieve equipment self-reliance and strength
Amid the global shift in technology dynamics, China's semiconductor industry stands at a critical strategic turning point. As the 15th Five-Year Plan approaches, semiconductor equipment—being the core of the upstream supply chain—is no longer just about catching up but is entrusted with the mission of achieving stronger technological breakthroughs and securing self-reliance.
Tuesday 17 June 2025
TVCA meets with Taiwan VP, offers three suggestions to boost growth of Taiwan industries
The Taiwan Venture Capital Association (TVCA) led a delegation to meet with Taiwan Vice President Bi-khim Hsiao on June 13. During the meeting, the association proposed three institutional reforms: expanding the scope of industries eligible for corporate investment tax deductions, extending the duration of tax incentives for startups, and establishing incentives for mergers and acquisitions. The association warned that if new startups are not born in Taiwan, a "declining industry birthrate" could become another national security challenge.
Tuesday 17 June 2025
Taiwan imposes new export controls on products sold to Huawei, SMIC, and other Chinese firms

the International Trade Administration (ITA), under Taiwan's Ministry of Economic Affairs, has announced a new export control measure under Article 13 of the Trade Act, effective immediately. Under the new rules, Taiwanese companies must now obtain an export license from the Bureau of Foreign Trade for products sold to Chinese companies such as Huawei and SMIC. This regulation comes as a surprise, as there was no prior notice, and customs officials will now be inspecting exports at Taiwan's borders. Goods without the necessary permits will not be allowed to pass through.

Tuesday 17 June 2025
Naver to build AI data center in Morocco with Nvidia, targeting EMEA market

Naver announced plans to build a next-generation artificial intelligence (AI) data center in Morocco in partnership with Nvidia and other global firms, marking a major expansion into the Europe, Middle East, and Africa (EMEA) region.

Tuesday 17 June 2025
Johor–Singapore Economic Zone's grand ambition to transform SEA's tech landscape
Just across the narrow Johor Strait from Singapore lies Malaysia's Johor state, a region that for decades has shared deep economic ties with the city-state. Yet despite their geographic closeness and complementary strengths, integration between the two economies has remained superficial — a missed opportunity that, until now, has prevented the area from reaching its full industrial potential.
Tuesday 17 June 2025
Sony to double HAMR semiconductor laser production capacity for HDDs
According to Nikkei, Sony Semiconductor Solutions, the semiconductor division of Sony Group, is set to double the production capacity of its semiconductor lasers designed for heat-assisted magnetic recording (HAMR) technology used in hard disk drives (HDDs). The decision follows Western Digital's plan to adopt Sony's HAMR semiconductor lasers after Seagate, the largest HDD manufacturer, had already integrated the technology. This expansion signals a strategic move to meet growing demand from the two dominant HDD producers.