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Wednesday 17 December 2025
Memory shortages threaten to cut panel demand in 2026
Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable,...
Wednesday 17 December 2025
Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26
Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues...
Wednesday 17 December 2025
SK Hynix taps US$340M state loan to ramp up HBM production
SK Hynix has secured approval for an additional KRW500 billion (US$340 million) in low-interest financing from the state-run Korea Development Bank. The funds will be used to increase...
Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategy
China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...
Wednesday 17 December 2025
Viking raises thin-film inductor prices by 10-40% in 1Q26 amid surge in metal cost and network demand
Viking Tech, a leading automotive-grade thin-film resistor manufacturer, announced it will increase prices for its thin-film inductors by 10% to 40% starting in the first quarter...
Wednesday 17 December 2025
Topco partners with Taiwan academia to advance semiconductor materials R&D
In a strategic move to bolster Taiwan's semiconductor talent pipeline and advanced research capabilities, Topco Scientific Co. (TSC) announced on December 16, 2025, a deep industry-academia...
Wednesday 17 December 2025
Commentary: Intel's SambaNova move signals AI chip consolidation era
Intel is reportedly seeking to acquire SambaNova, a prominent AI inference chip specialist. The deal has a high probability of closing, primarily due to a significant governance alignment:...
Wednesday 17 December 2025
Taiwan's WIN Semiconductors bets on optical and microwave tech for the space age
The rapid push by companies such as SpaceX and Amazon to develop space-based AI data centers is creating new applications for optical communications, a technology long viewed as central...
Wednesday 17 December 2025
Tokyo Ohka ramps up South Korea investment for advanced chip materials

Tokyo Ohka Kogyo plans to accelerate investment in South Korea and expand production of materials critical to generative AI semiconductors,...

Tuesday 16 December 2025
'Father of Immersion Lithography' warns: Intel's TSMC talent grab invites process tech scrutiny
Intel's recruitment of Wei-jen Lo, formerly TSMC's Senior Vice President of Strategy Development, signals an aggressive push by the US IDM to regain process leadership. However, industry...
Tuesday 16 December 2025
China taps MetaX GPUs to advance brain-inspired AI beyond big models
For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power...
Tuesday 16 December 2025
Intel deepens policy alignment with executive reshuffle following US government investment
Intel has announced several key executive appointments, including Robin Colwell, former deputy director of the US National Economic Council under US President Donald Trump, as senior...
Tuesday 16 December 2025
Dolphin Semiconductor shifts toward platform-led, mixed-signal IP in HCLTech collaboration
French semiconductor IP vendor Dolphin Semiconductor said its collaboration with HCLTech reflects growing demand for pre-optimized, platform-based system-on-chip development, as energy...
Tuesday 16 December 2025
CMI outlines stable orders and expansion plans amid rising costs and capacity challenges
Flexible printed circuit (FPC) manufacturer Complex Micro Interconnection (CMI) reported stable order intake across industrial, commercial, consumer, and automotive sectors during...
Tuesday 16 December 2025
Baidu's Kunlunxin spinoff mirrors Google's TPU playbook
Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200...