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NEWS TAGGED CHIPS + COMPONENTS
Tuesday 28 October 2025
China's CXMT, YMTC power into AI memory super cycle
The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories...
Tuesday 28 October 2025
HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals
As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...
Tuesday 28 October 2025
MediaTek’s Q4 outlook clouded by sluggish demand and soaring memory prices
MediaTek is scheduled to hold its earnings call on October 31, where it is expected to provide clearer guidance for its fourth quarter of 2025 and full-year outlook amid persistent...
Tuesday 28 October 2025
Qualcomm launches AI200, AI250 to challenge Nvidia’s dominance in AI infrastructure
Qualcomm Technologies, Inc. has unveiled its next-generation AI inference solutions for data centers — the AI200 and AI250 chip-based accelerator cards and racks — marking...
Tuesday 28 October 2025
NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound
NXP Semiconductors posted third-quarter revenue of US$3.17 billion, down 2.4% year-on-year but above the midpoint of its guidance, reflecting steady demand across key end markets...
Tuesday 28 October 2025
Three years into leadership, Lee Jae-yong aims to redefine the ‘new Samsung’
Samsung Electronics Co. chairman Lee Jae-yong marked his third anniversary as chairman on October 27, a milestone widely interpreted as the first year of the company moving past judicial...
Tuesday 28 October 2025
Pegatron chairman: Taiwan’s chip success can’t last without high-end services
The Taiwan Semiconductor Industry Association (TSIA) held its annual meeting on October 23, during which Pegatron Chairman Tzu-hsien Tung delivered a keynote speech on industrial...
Tuesday 28 October 2025
Samsung and SK Hynix memory hikes hit Chinese smartphone makers hardest
As global memory prices surge rapidly, smartphone makers face increasing cost pressures that are driving retail price adjustments. Samsung Electronics' Device Solutions division anticipates...
Tuesday 28 October 2025
China sets first national standard for EUV photoresists in drive for semiconductor self-sufficiency

China has taken a major step toward localising advanced semiconductor materials. The Standardisation Administration of China has released...

Tuesday 28 October 2025
TSMC breaks ground on second Kumamoto chip plant, expanding Japan footprint

TSMC's Japanese subsidiary, Japan Advanced Semiconductor Manufacturing (JASM), officially signed an agreement with the local government...

Tuesday 28 October 2025
Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC
As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations...
Monday 27 October 2025
CPCA Show Plus 2025 kicks off after China's PCB revenue grows over 10% in 1H25
Following an over 10% on-year growth in China's PCB revenues in the first half of 2025, CPCA Show Plus 2025, hosted by China Printed Circuit Association (CPCA), will be held from...
Monday 27 October 2025
LG Electronics advances HBM and glass substrate equipment for advanced packaging
LG Electronics is aggressively entering the advanced semiconductor packaging equipment market to meet the surging demand driven by AI. The company plans to gradually localize production...
Monday 27 October 2025
Taiwan’s PCB makers enter ‘AI moment’ as complexity nears semiconductor levels
The development of artificial intelligence (AI) chips has brought the printed circuit board (PCB) and semiconductor industries closer together. Zhen Ding Technology chairman Charles...
Monday 27 October 2025
Intel warns of CPU shortages and price hikes as older nodes hit limits
Intel's CFO Dave Zinsner revealed at the third quarter 2025 earnings call that strong chip demand has led to supply constraints, driven by data center operators urgently upgrading...