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Thursday 17 July 2025
H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...
Thursday 17 July 2025
China's chip elite pivots to ADAS amid EV compute saturation
China's electric vehicle sector is facing intense competition and slowing chip demand, prompting the country's top IC design talent to pivot toward advanced driver-assistance systems...
Thursday 10 July 2025
Samsung's foldable focus on high-end smartphones sparks chipmaker optimism
Samsung Electronics has introduced its latest flagship foldable smartphones, adding fresh momentum to what is shaping up to be a pivotal year for the foldable device market. While...
Tuesday 8 July 2025
Adata hits 15-year revenue high on soaring DDR4 demand
Adata Technology, one of Taiwan's top memory module makers, just posted its best monthly revenue in more than 15 years, thanks to surging demand for DDR4 memory chips. As major chipmakers...
Sunday 6 July 2025
Hitachi targets semiconductor sustainability with AI-driven efficiency push
Hitachi is positioning itself as a key player in the semiconductor industry's sustainability drive, offering AI-powered solutions and renewable energy infrastructure as chipmakers...
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...