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Monday 6 October 2025
Indian state courts SK Hynix with investment proposal amid global expansion plans
The government of Andhra Pradesh is stepping up efforts to attract SK Hynix, one of the world's leading memory chipmakers, to establish a facility in India. According to The Deccan...
Sunday 5 October 2025
AI data center surge tests connector makers on speed, power, and cooling
The global AI boom is driving a new wave of server and data center build-outs. With hyperscalers and chipmakers expanding compute infrastructure, data transmission is surging, and...
Wednesday 1 October 2025
US sanctions push YMTC's NAND share below 5% in 2Q25
US sanctions are taking a toll on one of China's top chipmakers, Yangtze Memory Technologies (YMTC), as its share of the global NAND flash memory market has slipped below 5%.
Saturday 27 September 2025
When LLMs outgrow the chip: Huawei's P/D separation redefines design choices
At Huawei Connect 2025, Huawei rolled out its Ascend 950, 960, and 970 AI chips with a three-year roadmap, headlined by the Ascend 950's new "P/D separation" design. The architecture...
Friday 26 September 2025
Global chip sector faces 2026 slowdown: AI growth meets consumer market chill
The semiconductor sector is preparing for a muted rebound in consumer electronics in late 2025. What was once a reliable seasonal upswing now appears absent, with third-quarter order...
Wednesday 24 September 2025
Huawei's custom HBM challenges the existing memory hegemony
China is moving aggressively into the high-performance DRAM market dominated by Samsung Electronics and SK Hynix, with its sights set on customized high-bandwidth memory (HBM). The...
Friday 19 September 2025
Huawei's Ascend chips to surpass Nvidia's China-only GPUs with up to 8 PFLOPS, 14.4TB/s bandwidth
US export controls have capped the performance of Nvidia's "China-only" GPUs, opening the door for domestic chipmakers to compete. Huawei's Ascend roadmap, announced at its 2025 Connect...
Thursday 18 September 2025
Japanese chipmakers abandon legacy lines, rattling automakers
As the world races ahead with cutting-edge advances in artificial intelligence, the automotive sector faces a quieter but potentially disruptive challenge: the slow, steady disappearance...
Thursday 18 September 2025
Holiday shopping season cooling off? Taiwan IC design houses' confidence in 2H25 operations wanes
As the third quarter of 2025 draws to a close, a consensus has formed within Taiwan's IC design industry that overall demand remains weak. Notably, an increasing number of chipmakers...
Thursday 18 September 2025
Hanwha Semitech stakes early lead in hybrid bonding race for SK Hynix's HBM4
Hybrid bonding machines are set to become critical by 2027, when chipmakers move into mass production of 20-layer, sixth-generation high-bandwidth memory (HBM4). Global equipment...
Wednesday 17 September 2025
China opens anti-dumping probe into US chipmakers amid tariff tensions

China's Ministry of Commerce has announced a sweeping anti-dumping and anti-subsidy investigation into certain analog ICs imported from...

Saturday 13 September 2025
Beijing's chip advance, from equipment to AI, threatens Seoul's tech stronghold
South Korea's chipmakers are raising red flags as China accelerates in equipment, materials, components, and AI semiconductors. Analysts warn Beijing is no longer just closing the...
Monday 8 September 2025
US weighs annual China chip supply approvals for Samsung, SK Hynix
The US is proposing annual approvals for exports of chipmaking supplies to Samsung Electronics and SK Hynix's factories in China, a compromise aimed at preventing disruptions to the...
Monday 8 September 2025
China's chip self-sufficiency push spurs foreign suppliers to hike prices and weigh exit
Global chipmakers are signaling shifts in pricing strategies, with more vendors considering hikes. Industry sources say China, long a market of cutthroat competition, is becoming...
Monday 8 September 2025
SEMICON Taiwan to feature Infineon and NXP CEO, highlighting Europe's view on Taiwanese supply chain
The CEOs of Infineon and NXP are scheduled to deliver keynote speeches at the upcoming SEMICON Taiwan 2025 this week.