Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma
OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose AI platform. Google leverages its massive technological infrastructure, while OpenAI rapidly expands through innovation and a growing user base. The contest revolves around which company can best integrate AI into daily life and work
After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted, the two leaders steered clear of the Taiwan question and instead focused on easing specific trade frictions, including restrictions on US soybean exports to China and Chinese rare earth shipments to the United States
On 30 October 2025, Donald Trump and Xi Jinping met in Busan, South Korea, in a summit that could redefine the global trade and technology order. It marked their first meeting since Trump's return to the White House and their second in six years, a long-awaited rematch that drew worldwide attention
Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic and security risks. Key officials have been appointed to lead these efforts
Artificial intelligence (AI) is reshaping the global semiconductor supply chain and accelerating transformation in IC packaging and testing. As Qualcomm moves into the AI data center space to challenge Nvidia, OSAT vendors are entering a new phase of technology upgrade and supply-chain reorganization
Over the past decade, China's tech sector has surged across chip design, foundry, and packaging. Yet beneath the slogan of "technological self-reliance", two corporate storms have laid bare the contradictions between global ambition and domestic control, exposing the limits of China's bid to lead the semiconductor world on its own terms
Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs. The company is banking on decades of x86 IP accumulation and its integrated device manufacturer (IDM) model to challenge top IC design rivals such as Nvidia, AMD, Broadcom, Marvell, MediaTek, and Alchip
As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations have raised concerns that Taiwan could become a bargaining chip between Washington and Beijing
As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance on Nvidia. Yet, according to supply chain insiders, Nvidia's five strategic pillars — ranging from product velocity to ecosystem control —continue to cement its dominance in AI computing
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a strong recovery in its semiconductor business. However, as its memory division expands shipments and market share rebounds, industry observers have shifted their attention to whether its stagnant non-memory businesses, namely foundry and system LSI, can stage a turnaround
SEMICON West 2025, held for the first time in Phoenix, Arizona, showcased unprecedented momentum in the local semiconductor industry driven by TSMC's massive investments. The collaborative efforts of Phoenix's real estate, government, and academic sectors to rebuild a semiconductor manufacturing ecosystem go far beyond what media reports or White House declarations reveal
With the momentum behind artificial intelligence (AI) infrastructure continuing to accelerate, industry giants Nvidia and AMD are preparing to launch next-generation chip architectures in 2027. These innovations are expected to significantly drive demand for AI servers, reshaping the supply chain and pushing the boundaries of data center design
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
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
Since Lip-Bu Tan took over as CEO in March 2025, Intel has experienced a historic year of upheaval, becoming the center of attention in the global tech community
