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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.
Monday 8 September 2025
Shenzhen's International Semiconductor Expo highlights AI and advanced packaging breakthroughs
Shenzhen International Semiconductor & IC Exhibition, known as SEMI-e 2025, will take place September 10-12 at the Shenzhen World Exhibition & Convention Center. The event...
Thursday 4 September 2025
Japan demands state control over Rapidus for US$672 million funding
Japan's Ministry of Economy, Trade and Industry (METI) has launched a public call for proposals to fund domestic chipmakers as part of a revised Information Processing Promotion Act...
Thursday 4 September 2025
Global chipmakers embrace 'China for China' model as Chinese partners take on prominent roles

Foreign chipmakers are partnering with Chinese firms as geopolitical tensions and supply chain risks reshape the global semiconductor...

Thursday 4 September 2025
Commentary: TSMC's Songjiang escape highlights Korean chipmakers' China trap
The US Department of Commerce's Bureau of Industry and Security (BIS) has revoked the "Validated End-User" (VEU) status for Samsung Electronics and SK Hynix, ending a key exemption...