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    NEWS TAGGED CHIPS + COMPONENTS
    Friday 1 August 2025
    China's auto sector spirals into chaos, component makers in despair
    China's auto and parts industries have historically been entangled in cutthroat price wars. Even with Chinese authorities repeatedly calling for an end to the involution, no improvement...
    Friday 1 August 2025
    Taiwan President Lai: 20% tariff is temporary, final deal still in progress

    Taiwan's President Lai Ching-te signaled that tariff negotiations with the United States are far from over, following the announcement...

    Friday 1 August 2025
    China remains core to server PCB supply despite SEA expansion
    Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
    Friday 1 August 2025
    Major IPC suppliers begin new certification; DDR4 price surge expected to last until late 2025
    Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the...
    Friday 1 August 2025
    The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback
    Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...
    Thursday 31 July 2025
    Lam Research sees strong start to FY26 on AI chip boom
    Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production...
    Thursday 31 July 2025
    China probes Nvidia over H20 chip "backdoor" risks, casting shadow on future sales
    Chinese regulators have summoned Nvidia to address mounting concerns that its H20 artificial intelligence chip may contain backdoor vulnerabilities and tracking features, in a move...
    Thursday 31 July 2025
    Samsung-Tesla AI chip deal: a potential four-way win for all?
    Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
    Thursday 31 July 2025
    Screen Holdings sees 12% profit drop as China demand slows, investment weighs
    Japanese chip equipment maker Screen Holdings reported a 12.2% year-over-year decline in operating profit for the second quarter of 2025, reaching JPY24.3 billion (US$163 million),...
    Thursday 31 July 2025
    SK Hynix labor dispute heats up after bonus talks collapse
    Tensions are rising at South Korean chipmaker SK Hynix after wage negotiations between the company and its labor union collapsed, setting the stage for possible large-scale protests...
    Thursday 31 July 2025
    Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization

    Samsung Electronics announced its official financial results for the second...

    Thursday 31 July 2025
    Arm CEO signals strategic shift, considers in-house chips

    Arm Holdings is charting a bold new course by exploring the development of its own chipsets,...

    Thursday 31 July 2025
    Samsung outlines mobile growth and AI strategy amid tariff concerns, highlights 2nm Exynos roadmap
    During its second quarter 2025 earnings call, Samsung Electronics addressed the outlook for its Mobile Experience (MX) division and unveiled strategic plans focused on AI innovation...
    Thursday 31 July 2025
    Samsung sees memory rebound, eyes HBM3E growth and 3Q25 price surge
    Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further...
    Thursday 31 July 2025
    Samsung maps foundry future post-Tesla deal: eyes 2026 Taylor ramp and broader US client base
    During the earnings call for second quarter results, Samsung Electronics declined to provide further information regarding its US$16.5 billion foundry deal with Tesla, while noting...
    11/292 pages
    Research Report Database
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 9 July 2025
    How distribution is evolving in 2025
    Wednesday 9 July 2025
    AI apprentice available online; Profet AI facilitates manufacturing transformation and resolves industry challenges
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES