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NEWS TAGGED CHIPS + COMPONENTS
Thursday 28 August 2025
US weighs equity stakes in chipmakers under CHIPS Act, but Nvidia off the table
The Trump administration's move to take a 10% stake in Intel has intensified debate over whether CHIPS and Science Act subsidies could be linked to equity ownership, fueling concerns...
Thursday 28 August 2025
Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge
PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller...
Thursday 28 August 2025
Google's new TPU Ironwood delivers leap in computing power, integrating 9,216 chips
The AI infrastructure arms race is escalating at an unprecedented pace. At Hot Chips 2025, Google unveiled more details about its next-generation TPU platform, Ironwood, and how it...
Thursday 28 August 2025
Micron CEO reportedly meets Samsung's MX division head, bolstering grip on Galaxy's DRAM supply
Micron is tightening its grip on Samsung's flagship smartphone supply chain, even as the South Korean tech giant works to steady its own memory production business.
Thursday 28 August 2025
CoWoP packaging takes on TSMC’s CoWoS, pressures CoPoS in AI chips
Advanced packaging technologies are evolving at breakneck speed, with attention now shifting beyond wafer-level processes to panel and printed circuit board (PCB) platforms. A new...
Thursday 28 August 2025
Youngwoo DSP secures display equipment contract with Samsung Display Vietnam
South Korean display inspection equipment company Youngwoo DSP has signed a supply contract with Samsung Display Vietnam (SDV) valued at KRW17.9 billion (approx. US$13.2 million)...
Thursday 28 August 2025
TEL says no data leak after ex-employee indicted in Taiwan for alleged TSMC 2nm tech theft
Taiwan has indicted a former TSMC engineer for allegedly leaking 2nm technology to benefit Tokyo Electron (TEL). TEL said it regrets the case, found no evidence of data leaks, and...
Thursday 28 August 2025
Japan expected to advance legacy semiconductor, LCD production transfer to India
Japan and India are accelerating plans to relocate production of legacy semiconductor and LCD technologies to India, aiming to reduce dependence on China and strengthen economic se...
Thursday 28 August 2025
Yageo confident of Shibaura acquisition approval after METI discussions
Yageo Corp. officially launched a public tender offer for Shibaura Electronics on May 9, 2025. Shibaura, a globally recognized manufacturer of negative temperature coefficient (NTC)...
Thursday 28 August 2025
Taiwanese tech firms, led by TSMC, pursue global investments to enhance operations and manage currency risks
The Department of Investment Review within Taiwan's Ministry of Economic Affairs (MOEA) has approved five investments by Taiwanese technology firms involving overseas capital injections...
Thursday 28 August 2025
Taiwan prosecutors indict three over TSMC trade secret theft for overseas use
Taiwan prosecutors have formally indicted three individuals for allegedly stealing core national semiconductor trade secrets from TSMC, the country's leading chipmaker, for potential...
Thursday 28 August 2025
Nvidia warns on China H20 sales, clarifies Singapore billing
Nvidia faces uncertainty over H20 chip shipments to China despite strong second-quarter results
Thursday 28 August 2025
Nvidia ramps GB300, RTX PRO, and Rubin platforms as AI infrastructure demand soars
Nvidia posted US$46.7 billion in revenue for the second quarter, up 56% year-on-year, driven by strong AI and data center demand. Looking ahead, the company is ramping GB300 racks,...
Thursday 28 August 2025
Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...
Thursday 28 August 2025
Samsung is reportedly considering a stake in Intel to boost chip packaging and challenge TSMC

Samsung Electronics is reportedly considering a strategic investment in Intel to strengthen its foundry business, according to South...