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Tuesday 16 September 2025
Beijing's anti-dumping drive puts US analog chips on notice, clearing path for Chinese alternatives
The US–China semiconductor dispute has entered a new phase of escalation, with the US Department of Commerce adding 23 Chinese entities to its Entity List, including 13 semiconductor...
Tuesday 16 September 2025
Intel offloads majority stake in Altera to Silver Lake, tightening focus on core business
Intel Corp. has completed the sale of a controlling stake in its Altera programmable chip unit to private equity firm Silver Lake, marking a significant step in the company's ongoing...
Tuesday 16 September 2025
SEMICON Taiwan 2025: TSMC's GaN retreat opens door for Chinese SiC competitors
Power semiconductors, particularly silicon carbide (SiC) and gallium nitride (GaN), emerged as key themes at SEMICON Taiwan 2025. The toughest competition was in SiC equipment, with...
Tuesday 16 September 2025
CSPs' shift to eSSDs set to cause QLC NAND Flash shortage by 2026
The increasing demand for big data storage driven by artificial intelligence data centers is expected to intensify a supply shortage of QLC NAND Flash memory, potentially resulting...
Tuesday 16 September 2025
Immigration raids raise doubts over Samsung’s 2026 Texas fab schedule
Samsung's ambitious US expansion faces an unexpected obstacle that could derail its 2026 production timeline. A mounting visa crisis, triggered by immigration raids on South Korean...
Tuesday 16 September 2025
China's SiC pricing war forces Japan to retreat while Europe holds its line
A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides...
Tuesday 16 September 2025
Commentary: HiSilicon 2.0 moves from survival mode to leadership under Trump 2.0
On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative,...
Tuesday 16 September 2025
Huawei’s Ren says failed Motorola deal set stage for chip self-reliance
Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei's product...
Tuesday 16 September 2025
Han's Laser expands from semiconductors to new markets, as industrial laser demand slides
The booming semiconductor industry has led to a surge of emerging Chinese laser manufacturers, yet weaker players are being weeded out based on precision and accuracy as competition...
Tuesday 16 September 2025
Kumamoto University revises education strategy as result of TSMC's Japan fab
Jun Otani, executive vice president of Kumamoto University, highlighted the university's 268-year history during a Taiwan-Japan semiconductor supply chain talent forum. Following...
Tuesday 16 September 2025
Chips and optics converge at Shenzhen twin expos
The 2025 SEMI-e Shenzhen International Semiconductor Exhibition and the Integrated Circuit Innovation Expo have concluded. The twin events drew a significant crowd, with 43,986 professional...
Tuesday 16 September 2025
NVIDIA's Rubin CPX may reshape AI memory demand, boosting GDDR7 over HBM
Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context...
Monday 15 September 2025
Nvidia antitrust ruling clouds US-China trade talks

US and Chinese officials entered a second day of negotiations in Madrid on Monday, just as Beijing announced a preliminary ruling that...

Monday 15 September 2025
Taiwan's government-built 12-inch fab to come online in 2028, integrating industry and academia capabilities
TSMC has donated several sets of used 12-inch chipmaking equipment to the government, which has had the Industrial Technology Research Institute (ITRI) under the Ministry of Economic...
Monday 15 September 2025
Chipmakers bet big on AI glasses as market momentum builds
Although the AI glasses market has yet to experience clear explosive growth, major system manufacturers, brands, and startups are continuously increasing their resources and development...