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Wednesday 2 July 2025
Chipmakers win bigger tax credit under bill passed by Senate
Sweeping tax legislation passed by the Senate Tuesday would make it cheaper for semiconductor manufacturers to build plants in the US, delivering a win to chipmakers and boosting...
Tuesday 1 July 2025
AI smart glasses heat up: Taiwan's chipmakers move in as big tech revives wearables
Meta's surprise success with its Ray-Ban smart glasses in 2024 reignited industry confidence in headworn devices. The result: a renewed wave of investment and innovation from big...
Tuesday 1 July 2025
SOCAMM 2: Samsung's silent play to upend AI memory economics
Samsung Electronics is ramping up development of its next-generation SOCAMM memory, which it sees as a potential rival to high-bandwidth memory (HBM) in terms of market opportunity...
Monday 30 June 2025
India roundup: Taiwanese firm on thin ice over Indian investments
Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice.
Friday 27 June 2025
AI smart glasses ignite China's supply chain revolution
AI smart glasses are transitioning from research and development to commercial deployment, triggering the rise of a robust end-to-end supply chain. Spanning chipmakers, optical and...
Friday 27 June 2025
Taiwan chipmakers' caution on India's semiconductor ambitions heightens after Aptos collapse
The bankruptcy of Aptos Technology, a subsidiary of Taiwan Mask Corporation, underscores the cautious approach Taiwanese chipmakers are taking toward India's semiconductor ambitions,...
Thursday 26 June 2025
Japan's METI to introduce cybersecurity guidelines for chipmakers, including TSMC and Rapidus
Japan's Ministry of Economy, Trade and Industry (METI) is drafting new cybersecurity guidelines for semiconductor manufacturers and is considering making compliance a condition for...
Thursday 26 June 2025
TSMC, ASE close ranks on PLP, 310x310mm emerges as the format to watch
Taiwanese chipmakers TSMC and ASE Holdings are quietly positioning themselves at the forefront of panel-level packaging (PLP), an emerging advanced packaging format poised to succeed...
Wednesday 25 June 2025
Xiaomi XRing O2 surfaces: new SoC challenger to Qualcomm, Apple?
Xiaomi has filed multiple new trademarks — "XRing O2," "XRing T1," and "XRing O" — signaling continued momentum in its in-house semiconductor development. The move follows...
Monday 23 June 2025
YMTC beats Samsung as best SSD seller in JD.com's 618 bonanza
Chinese NAND flash manufacturer Yangtze Memory Technologies (YMTC) has outperformed global rivals during a major domestic e-commerce event. Its consumer SSD brand ZhiTai claimed the...
Friday 20 June 2025
SK Hynix widens lead over Samsung as HBM race accelerates
South Korea's top chipmakers, SK Hynix and Samsung Electronics, are heading into 2025 with dramatically diverging fortunes, as the global race for AI-driven memory dominance accelerates...
Friday 20 June 2025
Samsung and SK Hynix reportedly accelerate VCT DRAM development as stepping stone to 3D DRAM
Samsung and SK Hynix are advancing vertical channel transistor (VCT) technology through 4F² DRAM prototypes as a transitional step toward 3D DRAM, while Micron is bypassing VCT...
Wednesday 18 June 2025
China's SemiDrive enters Europe auto supply chain with smart cockpit chips
Chinese chipmaker Beijing SemiDrive Technology Corporation will begin supplying its flagship X9 smart cockpit processor to an unnamed European carmaker in late 2026—its first...
Tuesday 17 June 2025
Trump tax bill to boost Biden's semiconductor tax credit to 30%
The Senate's draft tax bill calls for temporarily increasing an investment credit for semiconductor manufacturers, enhancing a subsidy for chipmakers to build factories in the US.
Monday 16 June 2025
US fab ambitions run into red tape and local resistance
The CHIPS and Science Act has unlocked tens of billions in federal subsidies to reshore semiconductor manufacturing in the US. Yet, major projects by leading chipmakers are being...