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Monday 11 August 2025
TSMC eyes record-breaking 2025 as AI chip boom fuels 3nm dominance
Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of approximately NT$323.166 billion (US$10.82 billion) in July, marking a 22.5% increase from June and...
Monday 11 August 2025
TSMC fine-tunes advanced packaging, delays projects, and trims low-return ops
Taiwan Semiconductor Manufacturing Co. (TSMC) has undergone a reorganization of its advanced packaging capacity and workforce, even as it publicly emphasizes expansion efforts. The...
Sunday 10 August 2025
China's EV makers slashing prices, ignoring government warnings
Despite repeated clear statements from the Chinese central government urging automakers to stop vicious price-cutting, the market's price war has not eased. Instead, it has intensi...
Sunday 10 August 2025
LCD TV panel prices stabilize amid August market tug-of-war
In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...
Friday 8 August 2025
TSMC 2nm leaks under national security probe; situation is non-critical for now
TSMC has been reported to have a leak of its 2nm process trade secrets, prompting judicial investigators to launch an investigation under suspicion of violating the National Security...
Friday 8 August 2025
TSMC-backed VisEra moves to capture CIS upside with thin-form optics, new capacity
VisEra Technologies, a TSMC-affiliated optical component supplier, anticipates third-quarter growth driven by rising demand for CMOS image sensors (CIS), as high-end smartphone camera...
Friday 8 August 2025
SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
Friday 8 August 2025
China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO
China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...
Friday 8 August 2025
SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades
On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued...
Friday 8 August 2025
Hua Hong Semiconductor signals optimism for 3Q25 on 12-inch ramp-up
Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net...
Friday 8 August 2025
DDR4 price rally stalls as market shifts toward DDR5
Spot market prices for DDR4 memory, which soared during the second quarter of 2025, have begun to lose steam in the third quarter as demand from end customers shows signs of coolin...
Friday 8 August 2025
Macronix launches eMMC solutions to fill MLC NAND shortage
As major memory manufacturers, including Samsung Electronics, exit legacy process products, Macronix to expected to benefit by filling the supply gap in the MLC market.
Thursday 7 August 2025
Anduril delivers first batch of attack drones to Taiwan
US defense unicorn Anduril Industries has delivered the first batch of attack drones purchased by Taiwan's Ministry of National Defense (MND). The drones were personally handed over...
Thursday 7 August 2025
LITEON ramps up US, Taiwan production amid tariff headwinds

LITEON prepaid US$13.4 million in tariffs on Battery Backup Units amid new 20% Taiwan-US tariffs...

Wednesday 6 August 2025
Phoenix Silicon International pushes monthly capacity to 1.2M wafers by 2026
Leading reclaimed wafer manufacturer Phoenix Silicon International (PSI) announced on August 1 that its board has officially approved a capital expenditure plan of NT$4.379 billion...