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Thursday 3 July 2025
Details of the US-China trade agreement remain unclear, with no consensus on rare earths and chip controls
On June 26, 2025, US President Donald Trump announced that the US had signed a trade agreement with China on June 25, which was also confirmed by China's Ministry of Commerce. From...
Thursday 3 July 2025
US unleashes Section 232 tariffs, global trade talks in disarray
With the July 9, 2025, deadline for new tariffs fast approaching, trade talks between the US and key partners like Japan, India, and France are showing signs of strain. At the heart...
Thursday 3 July 2025
Intel plans to abandon in-house glass substrate development, shift to external procurement
According to Computerbase, under the leadership of new CEO Lip-Bu Tan, Intel might no longer push forward with in-house R&D of glass substrates but instead turn to purchasing...
Thursday 3 July 2025
Exclusive interview: Superb timing on the release of 'A Chip Odyssey'
Unlike semiconductor manufacturing processes, time is never an element that filmmakers can control. Since its release over three weeks ago, the documentary 'A Chip Odyssey' has accumulated...
Thursday 3 July 2025
Taiwan govt backs US$63 million in Hsinchu science park investments
The National Science and Technology Council (NSTC) approved on July 2, 2025, six investment projects across various science parks in the Hsinchu region, totaling NT$1.83 billion (US$63.3...
Thursday 3 July 2025
Intel looks to 14A to win Apple, Nvidia orders; 18A foundry plans in question
Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class)...
Thursday 3 July 2025
Foxconn, Quanta ramp up GB200 output in AI infrastructure boom
Amid global uncertainty and volatile market conditions, AI servers have emerged as a strategic cornerstone for the ICT industry in 2025. With the ramp-up of Nvidia's GB200 series...
Thursday 3 July 2025
Wolfspeed bankruptcy no surprise as product development lags Chinese rivals
US-based silicon carbide (SiC) giant Wolfspeed officially filed for bankruptcy this week following a series of rumors, initiating restructuring proceedings. Industry players in power...
Thursday 3 July 2025
Taiwan seeks irreplaceable role in global chip supply chain amid AI boom
Taiwan's semiconductor industry has emerged as a strategic global resource amid geopolitical tensions and artificial intelligence growth, but the island must redefine its positioning...
Thursday 3 July 2025
IP battle erupts between PSI and iST over confidential tech
In a closely watched intellectual property case, the Hsinchu District Court has issued a first-instance ruling in favor of Phoenix Silicon International (PSI), ordering Integrated...
Thursday 3 July 2025
Samsung to restart P5 fab construction after two years as AI semiconductor grows
After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous...
Thursday 3 July 2025
Chips for rare earths: An uneven US-China trade gambit
Since the onset of the US-China tech war, both sides have engaged in multifaceted struggles over strategic industries such as semiconductors, AI, and critical resources.
Thursday 3 July 2025
TSMC confirms exit from GaN wafer foundry business; PSMC secures Navitas transfer orders
Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation semiconductor material, with related production lines at...
Thursday 3 July 2025
US lifts EDA tool curbs as part of new China deal
The Trump administration has lfited at least some export license requirements for chip design software sales in China, as Washington and Beijing implement a trade deal designed to...
Thursday 3 July 2025
Nio spins off chip division with new 5nm auto SoC under volume production
China's first-tier electric vehicle (EV) manufacturer Nio has taken a significant step forward in its chip self-sufficiency strategy, announcing that its chip division has officially...