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Friday 3 October 2025
Shibaura deal clears Japan's national security review; opens path for Yageo acquisition
Yageo announced on October 3 that it has successfully passed a key milestone in its tender offer for Japan's Shibaura Electronics, securing 50.01% of outstanding shares, or 7,624,200...
Friday 3 October 2025
Industrial clusters are key to Taiwan-US high-tech partnership
After returning to Taiwan, Executive Yuan Vice Premier Cheng Li-chun provided updates on the status of Taiwan-US economic and trade negotiations, particularly addressing the contentious...
Friday 3 October 2025
India joins XR optics race with Kaynes-DigiLens waveguide line
Kaynes Technology has opened India's first waveguide manufacturing line in Mysuru in partnership with US-based DigiLens, placing the country in the global supply chain for extended...
Friday 3 October 2025
Qualcomm wins lawsuit to secure Oryon CPU, hints at easing ties with Arm
Qualcomm announced a legal victory this week in its patent dispute with Arm. The US District Court for Delaware dismissed Arm's claims against Qualcomm and Nuvia regarding licensing...
Friday 3 October 2025
Mature chip pricing squeeze deepens for UMC as Taiwan IC design houses foresee challenges lasting into 2026
United Microelectronics Corp. (UMC) recently issued a notice to its suppliers demanding a 15% price reduction, signaling heightened cost pressures within the semiconductor supply...
Friday 3 October 2025
Nvidia's Taiwan HQ faces hurdles as Acer and Asus founders see US-Taiwan science park potential
Nvidia's plan to establish its Taiwan headquarters in the Northern Science Park has recently encountered contract issues, prompting concerns that Nvidia might seek alternative locations...
Friday 3 October 2025
Taiwan pushes back on US '50-50 chip split' demand
Taiwan's Executive Yuan Vice Premier Cheng Li-chun highlighted on October 2, 2025, that the US's proposal for a "50-50 chip production split" between Taiwan and the US diverges from...
Friday 3 October 2025
Nvidia CEO Jensen Huang faces backlash from Trump allies after calling 'China hawk' label a badge of shame
Nvidia CEO Jensen Huang, once praised by President Trump as a patriot, is facing fierce backlash from MAGA hardliners after openly criticizing America's China hawks in a candid podcast...
Friday 3 October 2025
OpenAI visits Samsung's Pyeongtaek plant following Stargate investment agreement
After signing a letter of intent (LOI) for investment cooperation under the Stargate project with Samsung Electronics, OpenAI sent a team to visit Samsung's Pyeongtaek facility to...
Friday 3 October 2025
OpenAI's massive memory deal with Samsung and SK Hynix signals shift in AI chip supply chain
OpenAI has signed a sweeping cooperation agreement with Samsung Electronics and SK Hynix, securing high-performance memory supplies for the massive Stargate Project. According to...
Friday 3 October 2025
Commentary: UMC's steep price cuts could backfire, driving suppliers to advanced nodes
United Microelectronics Corp. (UMC) is demanding its upstream materials suppliers cut prices by at least 15%, a rare and aggressive move that has sent shockwaves through the semiconductor...
Friday 3 October 2025
Applied Materials warns of revenue hit from expanded US export blacklist
Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening...
Friday 3 October 2025
SAS subsidiary signs 10-year green power deal with Amkor
Amid the semiconductor supply chain's ongoing push for green transformation, Sustainable Energy Solution, a renewable power sales company under the Sino-American Silicon Products...
Friday 3 October 2025
Taiwan's economy hits new heights on semiconductor, AI, and green infrastructure strengths
Taiwan is set to surpass South Korea in per capita GDP a year ahead of schedule, reaching the US$40,000 target by 2026. This is fueled by record-breaking exports, robust semiconductor...
Friday 3 October 2025
Winbond eyes 3Q25 profit to offset 1H losses amid DDR4 supply tightness
Taiwanese memory makers have emerged as major beneficiaries of the recent DDR4 supply shortage, which has driven rapid price increases. Companies like Nanya and Winbond saw significant...