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Thursday 24 July 2025
'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips
Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou...
Thursday 24 July 2025
AMD CEO sees chips from TSMC's US plant costing 5%-20% more
Advanced Micro Devices Inc. Chief Executive Officer Lisa Su said that the chips her company gets from supplier Taiwan Semiconductor Manufacturing Co. cost more when they're produced...
Thursday 24 July 2025
SK Hynix rides DRAM wave, doubles down on HBM with capex boost
SK Hynix reported second-quarter 2025 revenue of KRW22.23 trillion (US$16.17 billion), up 35% year-over-year, driven by surging demand for AI and high-performance DRAM. The company...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Thursday 24 July 2025
Samsung plans HBM4 comeback with advanced chip technology
Samsung Electronics is preparing a strategic challenge to SK Hynix's dominance in sixth-generation high-bandwidth memory with an ambitious technological leap that could reshape the...
Thursday 24 July 2025
China gains ground on Taiwan's OSAT dominance amid pricing revolt
Taiwan continues to dominate the global outsourced semiconductor assembly and test (OSAT) market, but China is catching up quickly. Driven by state-backed chip self-reliance efforts,...
Wednesday 23 July 2025
SK Group chairman meets OpenAI CEO Sam Altman to deepen AI, HBM ties
SK Group chairman Chey Tae-won recently visited OpenAI's headquarters in San Francisco for a private meeting with CEO Sam Altman, according to reports from South Korean outlets Maeil...
Wednesday 23 July 2025
Bosch to cut 1,100 jobs in Germany as it shifts focus to semiconductor expansion
Bosch plans to restructure its Reutlingen manufacturing site in Germany, with up to 1,100 jobs set to be cut as part of a broader cost-cutting initiative. The company cited shifting...
Wednesday 23 July 2025
Samsung starts hybrid bonding shift with HBM4E; will it stick before HBM5?
Samsung Electronics plans to introduce hybrid bonding technology with its 16-layer HBM4E (7th-generation high-bandwidth memory), marking a pivotal shift in advanced memory packaging...
Wednesday 23 July 2025
Ørsted powers up Taiwan's first TSMC-exclusive wind farm
Ørsted announced that the first turbine of the Greater Changhua 2b and 4 offshore wind farms has successfully connected to Taipower's grid and begun generating electricity...
Wednesday 23 July 2025
PSMC reports bigger 2Q25 loss, stronger Taiwan Dollar and weak chip prices offset Tata deal gains
Powerchip Semiconductor Manufacturing Company (PSMC) reported a steeper net loss in the second quarter of 2025, as a stronger New Taiwan dollar and weakening wafer average selling...
Wednesday 23 July 2025
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Samsung Electronics plans to begin mass production of its 2nm semiconductor process in the second half of 2025. Although reports indicate that Samsung is currently trailing TSMC in...
Wednesday 23 July 2025
Taiwan sees June 2025 export orders grow 24.6% YoY
Taiwan's export orders for advanced process semiconductors and AI servers continued to perform well in June 2025, despite ongoing uncertainties with US trade policy and geopolitical...
Wednesday 23 July 2025
TI flags 2Q25 demand boost from pull-ins, expects more typical demand as tariff impact fades
Texas Instruments (TI) signaled a more moderate third-quarter outlook, with CEO Haviv Ilan citing easing tariff-related demand and ongoing geopolitical uncertainty. While earlier...
Wednesday 23 July 2025
MediaTek reportedly wins Meta's new 2nm ASIC order, aiming for 1H27 mass production
MediaTek and Broadcom continue to compete for Meta's new application-specific integrated circuit (ASIC) projects, with industry insiders stressing that both companies are performing...