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NEWS TAGGED 2025
Wednesday 13 August 2025
Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
Wednesday 13 August 2025
TSMC leads with high gross margins, while second- and third-tier foundries operate at full capacity but struggle to profit
The foundry industry faces operational pressures in 2025 due to external factors such as tariffs, exchange rates, and geopolitical tensions. Only TSMC continues to achieve record-breaking...
Wednesday 13 August 2025
China's chip equipment spending surges in 1H25, defying global downturn
China's semiconductor industry posted CNY455 billion (approx. US$63.3 billion) in total investment during the first half of 2025, down 9.8% from a year earlier, according to a new...
Wednesday 13 August 2025
Advanced WLP and back-end solutions at SEMICON Taiwan 2025
Test Research, Inc. (TRI), the leading test and inspection systems provider for the electronics manufacturing industry, will join SEMICON Taiwan held at Taipei Nangang Exhibition...
Wednesday 13 August 2025
Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
Wednesday 13 August 2025
Tariff cut eases tensions for Korean auto exports, but risks remain
In a significant outcome of the ongoing US-South Korea trade deal, tariffs on automobiles and auto parts have been reduced from 25% to 15% as of April 2025. The two nations also agreed...
Wednesday 13 August 2025
Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future
On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign...
Wednesday 13 August 2025
Samsung Display, LG Display unveil high-brightness OLEDoS, Micro LED innovations at K-Display 2025
At the K-Display 2025 exhibition in South Korea, Samsung Display (SDC) and LG Display (LGD) presented advancements in microdisplay technologies aimed at future market growth. Both...
Wednesday 13 August 2025
Samsung Display debuts MONT FLEX brand, showcases enhanced durability and reduced creases in foldable panels
Samsung Display (SDC) recently launched its foldable panel brand, MONT FLEX, at the K-Display 2025, marking an ongoing effort in foldable display innovation. Despite progress, Samsung...
Wednesday 13 August 2025
India approves four chip projects under ISM
India has approved four additional semiconductor projects under the India Semiconductor Mission (ISM), further strengthening the country's semiconductor manufacturing ecosystem. These...
Wednesday 13 August 2025
Micron walks away from China's mobile NAND market, opening doors for rivals
Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC)...
Wednesday 13 August 2025
Taiwan optics maker wins orders, US robotics deals in AI and automotive lenses
Taiwan-based optical imaging manufacturer Ability Enterprise is riding a wave of positive developments, with major strides in robotics and optical imaging technology, new global partnerships,...
Wednesday 13 August 2025
IPO wave puts China's humanoid robot industry to the test
China's humanoid robot industry is entering a rapid commercialization phase, with IPO pipelines expanding and capital inflows surging, as domestic manufacturers intensify competition...
Wednesday 13 August 2025
TSMC adds US$10B to US subsidiary in strategic forex hedge
Taiwan Semiconductor Manufacturing Company (TSMC) held a board meeting on August 12, during which several key resolutions were made. Of particular interest was the approval to increase...
Wednesday 13 August 2025
Taiwan’s backlight trio splits paths in pursuit of post-LCD growth
The LCD sector continues to face prolonged challenges, prompting transformation across nearly the entire supply chain. In backlight modules, Coretronic Corporation, Radiant Opto-Electronics...