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Wednesday 6 August 2025
Phoenix Silicon International pushes monthly capacity to 1.2M wafers by 2026
Leading reclaimed wafer manufacturer Phoenix Silicon International (PSI) announced on August 1 that its board has officially approved a capital expenditure plan of NT$4.379 billion...
Tuesday 5 August 2025
Who’s really after TSMC’s 2nm secrets? The trail may not lead to China
TSMC is dealing with a high-stakes internal security breach after several employees were dismissed over attempts to leak confidential information regarding its 2nm process technology,...
Tuesday 5 August 2025
TSMC embroiled in 2nm espionage scandal ahead of mass production
TSMC has dismissed several employees after uncovering unauthorized attempts to access and leak confidential information related to its next-generation 2nm process technology, just...
Tuesday 5 August 2025
Broadcom unveils Jericho4 at OCP Taipei, pushes Ethernet as backbone of next-gen AI infrastructure
Broadcom has unveiled Jericho4, its latest AI fabric router chip designed to connect geographically dispersed data centers, reinforcing the company's belief that Ethernet—not...
Tuesday 5 August 2025
US doubles down on chip tracking as China flags Nvidia 'backdoor' fears
As US–China tech tensions deepen, a senior US official said the Trump Administration is pushing to embed advanced tracking features into semiconductors to prevent Nvidia and...
Tuesday 5 August 2025
Boris Johnson says UK once considered competing with Taiwan in chips, but abandoned plan over tech gap
During a keynote address at the Ketagalan Forum in Taipei on August 5, former UK Prime Minister Boris Johnson revealed that he had contemplated enabling the UK to compete with Taiwan...
Tuesday 5 August 2025
EU delays retaliatory tariffs on US imports for six months after reaching trade deal
The European Union and the US reached a provisional trade agreement just before the new round of tariffs took effect on August 1, 2025, according to sources familiar with the matter...
Tuesday 5 August 2025
Asia's moment in the AI age: APAC rises as infrastructure powerhouse at OCP, Taiwan forges global tech ties
As AI infrastructure continues to reshape global supply chains, the Open Compute Project (OCP) APAC Summit held in Taipei on August 5, 2025, highlighted the Asia-Pacific region's...
Tuesday 5 August 2025
Taiwan OSAT gains from BIS whitelist fall short as US grants Chinese firms exemptions
Taiwan's IC OSAT supply chain was previously expected to benefit from US Bureau of Industry and Security (BIS) restrictions on Chinese semiconductor firms. The BIS's semiconductor...
Tuesday 5 August 2025
Taiwan pushes for trade market diversification, yet export structure remains vulnerable
The US-China trade war, launched during US President Donald Trump's first term, continues to disrupt global supply chains and reshape Taiwan's export landscape. Concerns about overdependence...
Tuesday 5 August 2025
Nvidia launches 800V HVDC architecture with 18 key industry partners
Nvidia recently unveiled plans for its 800V high-voltage direct current (HVDC) data center power infrastructure, sparking market interest following the release of a partial list of...
Tuesday 5 August 2025
Onsemi posts weaker margins; revenue down 15% amid soft industrial demand
On August 4, Onsemi reported second quarter 2025 revenue of US$1.47 billion, marking a 15% year-over-year decline, as weakness in the industrial sector and margin pressure weighed...
Tuesday 5 August 2025
Onsemi to shed 5% of 2025 revenue as part of strategic shift toward higher margins
Onsemi plans to eliminate approximately 5% of its 2025 revenue through the exit of legacy and non-core products, aligning with its Fab Right strategy and broader transformation efforts...
Tuesday 5 August 2025
China's Sanan Optoelectronics to acquire Dutch LED company Lumileds for US$239 million
On August 4, 2025, Sanan Optoelectronics partnered with Malaysia's Inari Amertron Berhad to acquire Dutch LED company Lumileds for US$239 million, expanding Sanan's presence in the...
Tuesday 5 August 2025
CoWoS capacity utilization reportedly only 60% amid AI boom, supply chain on alert
Reports have emerged that TSMC's advanced packaging technology, CoWoS, is operating at only 60% capacity utilization. Such a supply-demand mismatch has confused the supply chain.