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NEWS TAGGED CHIPS + COMPONENTS
Friday 17 October 2025
AI, HPC, memory, and new devices drive Taiwan PCB makers to peak season growth
As the generative AI (GenAI) boom becomes a central focus in tech development, high-performance computing (HPC) opportunities continue to expand, recently causing supply-demand gaps...
Friday 17 October 2025
Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market
Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass...
Friday 17 October 2025
Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays
TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative...
Friday 17 October 2025
Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia...
Friday 17 October 2025
Taiwan PCB makers seize semiconductor opportunity amid load board shortage
As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry...
Friday 17 October 2025
Memory chip prices signal onset of a new supercycle
Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated...
Friday 17 October 2025
Rebellions joins Arm Total Design to advance next-gen AI infrastructure
AI inference chip startup Rebellions announced on October 15 that it has joined Arm's Total Design ecosystem. The announcement, made at the OCP Global Summit 2025, positions the company...
Friday 17 October 2025
Tesla's South Korea move points to deepening semiconductor alliance with Samsung
Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication...
Friday 17 October 2025
ASML stands strong despite tariffs, fueled by China and TSMC orders
Acer chairman and CEO Jason Chen once described the "dulling effect" of US President Donald Trump's tariffs, a phenomenon now increasingly reflected in ASML's earnings and guidance...
Friday 17 October 2025
Commentary: TSMC chairman adopts cautious tone despite AI optimism
TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...
Friday 17 October 2025
TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

Friday 17 October 2025
China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order
The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor...
Friday 17 October 2025
GlobalWafers launches Fab300 in Italy, boosting Europe's semiconductor autonomy
GlobalWafers announced on October 16 that its new 12-inch wafer fab, Fab300, in Novara, Italy, has officially begun operations. This marks a significant step in the company's global...
Friday 17 October 2025
Audix sales driven by AI, EV, and medical growth in 3Q25
Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach...
Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...