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NEWS TAGGED 2025
Tuesday 2 September 2025
China's SMIC seeks 100% control of SMIC North; what's really behind state investor exits?
China's chipmakers remain blocked from sub-7nm breakthroughs, but expansion in mature-node manufacturing is surging, led by 12-inch wafer fabs. SMIC has accelerated construction since...
Tuesday 2 September 2025
Samsung and SK Hynix VEU exemption revocation opens door for Micron and Chinese chipmakers
On August 29, 2025, local time, the US Department of Commerce (DOC) announced it will revoke the Validated End-User (VEU) exemptions previously granted to South Korean manufacturers...
Tuesday 2 September 2025
TSMC 2nm leak case: Three former employees remanded for another three months without visitation
The investigation into the TSMC 2nm trade secret leak case has concluded for three detained suspects, who have been formally indicted under the National Security Act and Trade Secrets...
Tuesday 2 September 2025
Automotive camera growth slows, but industry remains optimistic about long-term demand
The automotive cameras sector is experiencing a noticeable slowdown in 2025 after several years of rapid growth, which industry players generally attribute to the sluggish adoption...
Tuesday 2 September 2025
Samsung reportedly restarts investment in Taylor fab; Tesla chip mass production timeline revealed
Samsung Electronics will resume its investment in the foundry plant in Taylor, Texas. The previous delays caused by customer confirmation issues have reportedly been resolved, and...
Tuesday 2 September 2025
Trump tariffs ruled illegal overreach; cabinet officials fiercely debate equating them with US interests
The US Court of International Trade (CIT) ruled in May 2025 that President Donald Trump's reciprocal tariffs constituted an "overreach" infringing on Congress's authority. On July...
Tuesday 2 September 2025
With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains
Recent reports from the semiconductor supply chain indicate that the severe impact of exchange rate fluctuations has temporarily ended. As of the close on September 1, 2025, the New...
Tuesday 2 September 2025
China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down
China's drive to develop a homegrown GPU ecosystem is accelerating, but industry leaders warn of overheating and deep-seated bottlenecks. Cambricon Technologies, frequently portrayed...
Tuesday 2 September 2025
Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports
India's smartphone manufacturing shipments rose 15% year-over-year in the second quarter of 2025, driven by higher exports and domestic demand, according to Counterpoint Research...
Tuesday 2 September 2025
BYD's quarterly revenue drops 30%, highlighting the growing importance of overseas markets
BYD's financial report reveals a 30% year-over-year decline in profit for the second quarter of 2025. This drop not only fell short of market expectations but also marked the first...
Tuesday 2 September 2025
South Korea's Nextin lands SK Hynix deal, plans expansion in Japan, US, and Europe
South Korea-based optical wafer inspection equipment manufacturer Nextin has made strides in the high-bandwidth memory (HBM) segment, gaining traction after launching its dedicated...
Monday 1 September 2025
Value Valves sees order growth from US and EU despite tariff pressures
Taiwan's Value Valves Industry, a leading manufacturer of industrial valves, has reported that recent US tariff impositions and escalating US-China tensions have had minimal impact...
Monday 1 September 2025
Taiwan's aging panel fabs face extinction as industry shifts
Innolux recently decided to close its fifth-generation fab, while AUO is also implementing a replacement plan. Industry insiders predict that all fifth-generation and below panel...
Monday 1 September 2025
Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook
Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company's gross margin...
Monday 1 September 2025
TPCA Show to kick off in October with Unimicron chair as keynote speaker
The technology supply chain will gather for a series of exhibitions in the second half of 2025, including Taiwan's major PCB industry event, the TPCA Show, which will take place from...