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Tuesday 2 September 2025
Samsung and SK Hynix VEU exemption revocation opens door for Micron and Chinese chipmakers
On August 29, 2025, local time, the US Department of Commerce (DOC) announced it will revoke the Validated End-User (VEU) exemptions previously granted to South Korean manufacturers...
Tuesday 2 September 2025
TSMC 2nm leak case: Three former employees remanded for another three months without visitation
The investigation into the TSMC 2nm trade secret leak case has concluded for three detained suspects, who have been formally indicted under the National Security Act and Trade Secrets...
Tuesday 2 September 2025
Chroma ATE sues GW Instek over ATS 8000 IP infringement
Taiwan's semiconductor automated test equipment (ATE) maker Chroma ATE has filed a lawsuit against Good Will Instrument (GW Instek), accusing the rival instrument maker of infringing...
Tuesday 2 September 2025
Samsung reportedly restarts investment in Taylor fab; Tesla chip mass production timeline revealed
Samsung Electronics will resume its investment in the foundry plant in Taylor, Texas. The previous delays caused by customer confirmation issues have reportedly been resolved, and...
Tuesday 2 September 2025
Trump tariffs ruled illegal overreach; cabinet officials fiercely debate equating them with US interests
The US Court of International Trade (CIT) ruled in May 2025 that President Donald Trump's reciprocal tariffs constituted an "overreach" infringing on Congress's authority. On July...
Tuesday 2 September 2025
With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains
Recent reports from the semiconductor supply chain indicate that the severe impact of exchange rate fluctuations has temporarily ended. As of the close on September 1, 2025, the New...
Tuesday 2 September 2025
Nittobo's Fukushima bet shakes up CoWoS supply chain, Taiwan Glass on the line
The global surge in generative AI is driving explosive growth in the AI server market, making advanced CoWoS packaging a crucial battleground for GPU makers and custom chip developers...
Tuesday 2 September 2025
Alibaba denies massive Cambricon chip order
Alibaba Group is reportedly making progress in its development and supply strategies for AI chips. There are mixed reports regarding the company’s procurement of computing power...
Tuesday 2 September 2025
China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down
China's drive to develop a homegrown GPU ecosystem is accelerating, but industry leaders warn of overheating and deep-seated bottlenecks. Cambricon Technologies, frequently portrayed...
Tuesday 2 September 2025
FOPLP mass production: Innolux’s breakthrough or trial run?
Innolux regards fan-out panel-level packaging (FOPLP) as a major strategic transformation, but its mass production schedule has been repeatedly delayed. During this process, high-level...
Tuesday 2 September 2025
China’s AI chip hopefuls step into Nvidia’s void
The global AI surge has turned computing power into a core strategic resource. With Washington tightening curbs on advanced GPU exports, Nvidia's revenue in China has collapsed, opening...
Tuesday 2 September 2025
Korean media highlight Taiwan’s hard line in TSMC leak
Taiwan's prosecutors are pursuing a 14-year prison term in a high-profile TSMC trade secrets case, underscoring how Taipei views semiconductor technology leaks as threats to national...
Tuesday 2 September 2025
Hanwha Semitech advances fluxless bonding to address HBM packaging strains
As high-bandwidth memory (HBM) moves to taller stacks with denser chip-to-chip I/O connections, thermal compression bonding (TC bonder) technology is hitting bottlenecks. Hanwha Semitech...
Tuesday 2 September 2025
South Korea's Nextin lands SK Hynix deal, plans expansion in Japan, US, and Europe
South Korea-based optical wafer inspection equipment manufacturer Nextin has made strides in the high-bandwidth memory (HBM) segment, gaining traction after launching its dedicated...
Tuesday 2 September 2025
China's GPU startup Lisuan secures US$70 million as Dosilicon deepens stake, despite heavy losses
Dosilicon Co. has doubled down on Lisuan Technology, a Chinese GPU startup with no revenue but soaring investor attention. The Shanghai firm raised CNY500 million (US$70 million)...