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Thursday 21 August 2025
Commentary: The govt check TSMC should turn down
US Secretary of Commerce Howard Lutnick recently stated in interviews that the government should not only offer free subsidies but also acquire non-voting stakes to safeguard American...
Thursday 21 August 2025
Cirrus Logic expands partnership with GlobalFoundries to advance chip technologies
GlobalFoundries and Cirrus Logic have announced an expanded collaboration to accelerate the development of advanced semiconductor technologies aimed at powering future consumer and...
Thursday 21 August 2025
Intel reportedly seeks fresh equity infusion as it pushes turnaround in 2025
Intel is reportedly in talks with additional large investors to secure an equity infusion at a discounted price, people familiar with the matter told CNBC, as the US chipmaker...
Thursday 21 August 2025
IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026
Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....
Thursday 21 August 2025
Executive shake-up at China’s top wafer maker

China's National Silicon Industry Group (NSIG), the country's biggest silicon wafer producer, said longtime executive Wang Qingyu, also...

Thursday 21 August 2025
Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

Thursday 21 August 2025
Trump proposes 300% chip tariffs; industry warns of hit to holiday sales
US President Donald Trump is ramping up his rhetoric on semiconductor tariffs, now discussing rates as high as 300%, up from 200% earlier. Industry executives say they wouldn't be...
Wednesday 20 August 2025
PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...
Wednesday 20 August 2025
Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will
As the US government seriously considers taking a stake in Intel, the company faces more than just a simple transaction; it has become a strategic industry bet. Once the semiconductor...
Wednesday 20 August 2025
Commentary: Who will lead GaN market after TSMC's 2027 exit?
Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from...
Wednesday 20 August 2025
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...
Wednesday 20 August 2025
Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

Wednesday 20 August 2025
Huawei turns to software to ease pain from China's scarce AI memory
The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...
Wednesday 20 August 2025
Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur
Apple's latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including...
Wednesday 20 August 2025
SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround
SoftBank announced a US$2 billion investment in Intel, acquiring a 2% stake. The market views this move as a potential lifeline for the struggling chipmaker. However, foundry industry...