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Thursday 11 December 2025
China's polysilicon glut triggers US-backed supply chain realignment

China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage...

Thursday 11 December 2025
AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices
Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo...
Thursday 11 December 2025
US eases H200 curbs, but China may no longer need the chip, says DIGITIMES analyst
In the latest episode of Tech Insights, DIGITIMES analyst Luke Lin argues that Washington's decision to lift export restrictions on Nvidia's H200 accelerator to China signals a shift...
Thursday 11 December 2025
South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push
South Korea has unveiled an expansive semiconductor strategy to secure its lead in next-generation memory and revive weaker segments such as logic chips and the domestic fabless sector...
Thursday 11 December 2025
Singapore unveils US$28.5 billion tech plan, spotlight on 2026 semiconductor drive

Singapore will invest SGD37 billion (approx. US$28.5 billion) over the next five years under its Research, Innovation and Enterprise...

Thursday 11 December 2025
India's state-run chip fab upgrade puts public-sector model to the test
India's effort to modernize its state-run Semiconductor Laboratory (SCL) is shaping up to be one of the most consequential experiments in the country's semiconductor strategy.
Thursday 11 December 2025
EU court cuts Intel antitrust fine to about EUR237 million
Intel has secured a reduction of nearly EUR140 million (approx. US$163.7 million) in its remaining EU antitrust penalty, though the bloc's second-highest court upheld the finding...
Thursday 11 December 2025
China weighs Nvidia's H200 amid US export shift and supply constraints
The US government's decision to allow Nvidia to export its H200 AI chips to China has reopened a major channel for American semiconductor revenue, but whether Beijing will embrace...
Thursday 11 December 2025
Wingtech seeks talks with Nexperia custodians as governance standoff deepens
Wingtech Technology has invited the court-appointed custodians of Nexperia for talks, marking the latest move in a protracted governance battle that has disrupted semiconductor supplies...
Thursday 11 December 2025
MediaTek reports November revenue decline but maintains positive annual growth outlook
Taiwanese IC design company MediaTek announced its revenue for November 2025 at NT$46.896 billion (approx. US$1.51 billion), reflecting a 9.86% decrease from October but a 3.65% increase...
Thursday 11 December 2025
Commentary: China's PCB edge survives G2 decoupling
As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling...
Thursday 11 December 2025
SK Hynix reaps largest benefits from H200 export approval
US President Donald Trump has allowed Nvidia's H200 chips to be exported to China, benefiting Samsung Electronics and SK Hynix. iNews24 and IT Chosun reported that...
Thursday 11 December 2025
Qualcomm acquires Ventana Micro Systems to strengthen RISC-V CPU capabilities
Qualcomm has acquired Ventana Micro Systems Inc., a move aimed at bolstering its capabilities in the RISC-V instruction set architecture (ISA) and custom CPU development. The acquisition...
Thursday 11 December 2025
UMC prepares for a leadership change as veteran chiefs phase out
Following several executives' retirements at TSMC and the company's succession planning, United Microelectronics Corporation (UMC) has initiated a leadership transition plan. TS Wu,...
Thursday 11 December 2025
Synopsys confronts a split China market as it pivots to next-gen IP and Nvidia-led AI design
Synopsys is confronting intensified geopolitical and competitive pressure in China while affirming its long-term IP roadmap and deepening ties with Nvidia. The company outlined how...