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Wednesday 6 August 2025
GlobalFoundries offers cautious outlook amid weak smartphone demand
GlobalFoundries posted stable results for the second quarter of 2025, reporting net revenue of US$1.69 billion, up 3.4% year-over-year. The company achieved a gross margin of 24.2%,...
Wednesday 6 August 2025
Taiwan holds the key to AI development; Boris Johnson urges West to protect democratic supply chains
In a keynote address delivered in Taipei on August 5, former UK Prime Minister Boris Johnson underscored Taiwan's critical importance to global supply chains, particularly in the...
Wednesday 6 August 2025
The China risk: what keeps global chip toolmakers up at night
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...
Wednesday 6 August 2025
Tokyo Electron declines comment as TSMC 2nm tech leak investigation unfolds
Tokyo Electron has declined to comment on whether it is under investigation after Taiwanese prosecutors searched its local office in connection with a suspected leak of TSMC's 2nm...
Wednesday 6 August 2025
TSMC leak case sounds alarm on cybersecurity
An employee at TSMC allegedly stole confidential information about the unreleased 2nm technology and leaked it to a foreign company, drawing significant market attention. In recent...
Wednesday 6 August 2025
Innoscience wins Nvidia nod, loses German patent fight
China's leading GaN semiconductor firm, Innoscience, is at the center of a high-stakes global confrontation that intertwines geopolitics, patent disputes, and market strategy. In...
Wednesday 6 August 2025
China probes H20 backdoor: Nvidia denies allegations, affirms consent
China's People's Daily has issued a sharp warning over national security risks tied to Nvidia's H20 AI chip, following reports of possible backdoor vulnerabilities. The commentary...
Wednesday 6 August 2025
AMD accelerates AI growth with MI355 ramp and MI400 series launch planned for 2026
During AMD's latest earnings call, chair and CEO Lisa Su said the company delivered a strong first half of 2025, with Client and Gaming segment revenue growing 68% year-over-year...
Wednesday 6 August 2025
China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech
Amid tightening US export controls on EUV lithography systems and related technologies, China's chip equipment sector has made a breakthrough. On August 1, Pulin Technology (Hangzhou)...
Wednesday 6 August 2025
TSMC's 2nm leak: usual suspects and smoke screens galore
A recent incident involving employees from TSMC and Japan's Tokyo Electron Limited (TEL) has sparked a Taiwanese investigation into a possible breach of national security-level semiconductor...
Wednesday 6 August 2025
AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance
During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...
Wednesday 6 August 2025
Samsung-Tesla deal marks new chapter in mission to challenge TSMC's dominance
Success in the foundry business lies in strong alliances with core clients. With Samsung Electronics winning a massive deal with Tesla, it has not only gained a lifeline to challenge...
Wednesday 6 August 2025
AMD reports record revenue amid operating loss due to US export restrictions
AMD reported second-quarter 2025 results on August 6, delivering record quarterly revenue of US$7.69 billion, a 32% year-over-year increase driven by strong demand for its Ryzen CPUs,...
Wednesday 6 August 2025
SK Hynix tops Samsung in 2Q25 on Nvidia-fueled HBM surge

SK Hynix overtook Samsung Electronics in global memory chip revenue for the first time in the second quarter of 2025, powered by its...

Wednesday 6 August 2025
FuriosaAI earns unicorn recognition with Series C bridge round
South Korean AI chip startup FuriosaAI has announced it has raised US$125 million in its Series C bridge round, making it one of the few deep tech companies in South Korea with a...