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Wednesday 30 July 2025
Samsung-Tesla deal gives South Korea new leverage in US tariff negotiations
Samsung has secured a major deal with Tesla, creating new opportunities for its foundry business and providing leverage in South Korea-US tariff negotiations. The partnership extends...
Wednesday 30 July 2025
Tesla AI chip deal marks dawn of Samsung's foundry comeback
Samsung Electronics has landed a next-generation AI chip order from Tesla, a deal seen as a potential inflection point for its lagging foundry business. The deal involves Tesla's...
Wednesday 30 July 2025
VIS expects continued gross margin pressure in 3Q25
Specialty IC foundry Vanguard International Semiconductor (VIS) announced its latest financial results on July 29, reporting a second-quarter 2025 consolidated revenue of NT$11.7...
Wednesday 30 July 2025
Samsung chairman heads to Washington as Musk backs chip pact amidst tariff standoff
Samsung Electronics Chairman Lee Jae-yong departed for Washington, DC, on July 29 in a bid to bolster South Korea's final efforts to avert a 25% reciprocal tariff from the US. The...
Wednesday 30 July 2025
Samsung likely to ramp Tesla chip production in 2028 and peak in 2029-2032, says DIGITIMES analyst
DIGITIMES analyst Luke Lin says Samsung's Tesla deal marks a pivotal entry into the US advanced foundry market. He projects AI6 high-volume production from 2028, with peak...
Wednesday 30 July 2025
PTI overcomes awkward phase with FOPLP, expects major growth from 2026
Memory packaging and testing company Powertech Technology Inc. (PTI) has heavily invested in fan-out panel-level packaging (FOPLP) in recent years. Chairman DK Tsai stated that the...
Wednesday 30 July 2025
VIS sees New Taiwan Dollar's strength weighing on margins
Taiwanese contract chipmaker Vanguard International Semiconductor (VIS) reported a 15.4% quarterly decline in second-quarter net income as the New Taiwan Dollar appreciation offset...
Wednesday 30 July 2025
SK Hynix rewards generous bonuses, silence from Samsung
Thanks to AI in generating robust revenues, SK Hynix has announced it would issue performance bonuses equivalent to 1.5 months' salary, but many employees are still pushing for more...
Wednesday 30 July 2025
Samsung's in-house chips get another shot with Galaxy S26 if 2nm yields deliver
Rising Qualcomm chip prices and improving Exynos yield rates have prompted Samsung to consider using its in-house Exynos 2600 in the 2026 Galaxy S26 base model. South Korean industry...
Wednesday 30 July 2025
Lip-Bu Tan's 1.4nm Pivot: A lifeline for Samsung Foundry?
Just four months into his tenure, new Intel CEO Lip-Bu Tan has introduced a decisive shift in strategy. During the company's second-quarter 2025 earnings call, Tan suggested a potential...
Tuesday 29 July 2025
Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion
Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker's supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at...
Tuesday 29 July 2025
Nvidia scrambles back to TSMC as China H20 demand outstrips supply
The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese...
Tuesday 29 July 2025
Semi industry in talent shortages, especially for analog IC engineers
Taiwan's Industrial Technology Research Institute (ITRI) and 104 Job Bank, on July 28, jointly issued a report on 2025 semiconductor industry talent trends in the era of AI. The report...
Tuesday 29 July 2025
SiPh among cutting-edge technologies for Taiwan's future growth
Silicon photonics (SiPh) is one of the cutting-edge technologies in a crucial Taiwanese government AI development program that aims to create more than US$500 billion in industry...
Tuesday 29 July 2025
Taiwan academia advances next-gen interconnects with chiplets and silicon photonics
As Taiwan maintains its global leadership in semiconductor manufacturing, the nation's academic institutions are stepping up efforts to address critical industry challenges such as...