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Wednesday 20 August 2025
Alibaba's Qwen3-Coder captures over 20% market share, challenging Claude Sonnet 4 for top AI coding model
Alibaba Group's AI code-writing model, Qwen3-Coder, has become the world's second most used AI coding tool within a month of its July 23 launch. It holds a significant 20% share of...
Wednesday 20 August 2025
Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

Wednesday 20 August 2025
Apple reportedly produces full iPhone 17 lineup in India
Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new...
Wednesday 20 August 2025
Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
Tuesday 19 August 2025
China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
Tuesday 19 August 2025
Tata reportedly seeks specialty chemical supplier as India clears new semiconductor projects
Tata Electronics is in talks with German chemicals major Merck to secure an exclusive long-term supply agreement for high-purity materials crucial to chipmaking, people familiar with...
Monday 18 August 2025
Hua Hong Semiconductor to acquire HLMC to expand 12-inch chipmaking capacity

Hua Hong Semiconductor announced on August 17 that it will acquire a controlling stake in Shanghai Huali Microelectronics Corporation...

Monday 18 August 2025
Strong demand for advanced nodes drives Topco's 1H25 revenue growth
Topco Scientific (TSC) stated during an earnings call on August 14, 2025, that current semiconductor market conditions are on par with the first quarter of 2025, adding that advanced...
Monday 18 August 2025
Strong AI and HPC demand drives Daxin Materials' dual growth engines, ready to expand capacity
Daxin Materials reported solid operational performance in the first half of 2025, with expectations for continued growth in the semiconductor and display materials sectors in the...
Sunday 17 August 2025
Formosa Plastics Group to set new benchmark for efficient, low-carbon battery cell manufacturing at Changbin plant
Formosa Smart Energy's (FSET) battery cell factory in Changbin Industrial Park is Taiwan's largest LFP battery manufacturer, with a capacity of 2.1GWh. The facility emphasizes sustainable...
Sunday 17 August 2025
TSMC’s top wafer testing partner posts 78% surge as new facility ramps
Xintec Inc., TSMC's backend packaging and testing unit, posted a strong second-quarter 2025 rebound in wafer probe revenue, driven by increased outsourcing from TSMC and the accelerated...
Saturday 16 August 2025
AIDC wave puts AVC's liquid-cooling capacity on overdrive
Asia Vital Components (AVC) is facing overwhelming demand for liquid-cooling systems amid the AI server surge, with plants running at full capacity and orders significantly exceeding...
Friday 15 August 2025
Taiwanese firms secure M9-grade CCL certifications as ASIC server demand surges
In response to the global surge in large-scale AI computing power deployment, the usage and value of PCBs for AI servers have significantly increased. High-end copper-clad laminate...
Friday 15 August 2025
Fire at Kanto Denka Kogyo in Japan raises concerns over semiconductor supply chain disruption
A fire broke out early on August 7, 2025, at the nitrogen trifluoride (NF3) plant of Japanese industrial gas manufacturer Kanto Denka Kogyo in Shibukawa City, Gunma Prefecture. The...
Friday 15 August 2025
Applied Materials warns of $500M China sales drop in Q4 FY 2025
Applied Materials reported strong third-quarter fiscal 2025 results, but warned that revenue and profit will decline sequentially in the fourth quarter as the company navigates a...