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Wednesday 20 August 2025
US seeks Intel stake without governance rights, Lutnick says
Commerce Secretary Howard Lutnick confirmed discussions between the US and Intel Corp. for the government to take a stake in the chipmaker, casting the plan as a bid to convert Chips...
Wednesday 20 August 2025
Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
Wednesday 20 August 2025
Minebea Mitsumi calls Shibaura deal a once-in-a-lifetime chance as Yageo delays linger
The acquisition contest for Shibaura Electronics, a maker of negative temperature coefficient (NTC) thermistors, has intensified as Minebea Mitsumi and Taiwan's Yageo Corporation...
Wednesday 20 August 2025
Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...
Wednesday 20 August 2025
TSMC holds the high ground on 2nm, but Samsung moves fast to close the gap
The battle for dominance in 2-nanometer (nm) chip manufacturing has officially begun. While Samsung Electronics is gaining ground by offering lower prices and faster response times,...
Wednesday 20 August 2025
Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local...
Wednesday 20 August 2025
China unveils e-beam lithography machine with precision near ASML's High-NA EUV, but faces mass production hurdles
China has unveiled its first domestically developed commercial electron-beam lithography (EBL) tool, marking a symbolic step forward in efforts to reduce reliance on foreign semiconductor...
Wednesday 20 August 2025
Vietnam urges Qualcomm to deepen investments as the country nurtures IC design capabilities
Vietnam's Prime Minister Pham Minh Chinh has called on US semiconductor giant Qualcomm to expand its investments in the country, particularly in core technology areas within the semiconductor...
Wednesday 20 August 2025
Chip toolmakers diverge: AI drives windfalls, China demand fades
Half of the world's 10 largest chip equipment makers reported profit declines or markedly slower growth in the second quarter of 2025, highlighting an uneven cycle driven by booming...
Tuesday 19 August 2025
From bicycles to graphics cards: Taiwan's export shift to the Netherlands
Trade between Taiwan and the Netherlands has evolved over the years. According to statistics from the Ministry of Finance (MOF), while Taiwan imports advanced lithography equipment...
Tuesday 19 August 2025
Last-minute rush orders shake up Taiwan's chip industry
Taiwan's chip design firms say second-quarter results point to a clear trend, with inventories climbing in value even as turnover days hold steady. Executives say the increase is...
Tuesday 19 August 2025
Arm reportedly hires Amazon AI exec to advance chip ambition
Chip designer Arm has hired Amazon's artificial intelligence chip director Rami Sinno as it pushes into developing its processors, Reuters reported, citing people familiar...
Tuesday 19 August 2025
China's CCL makers raise prices amid surging costs; Taiwan's PCB sector braces for impact
China's copper-clad laminate (CCL) producers, pressured by surging raw material costs and intensifying competition, have issued new price increase notices. Kingboard, Meizhou Weilibang...
Tuesday 19 August 2025
Huawei data center chip stuck on outdated 5nm node, teardown reveals
A recent teardown of Huawei's new Kunpeng 930 data center processor suggests the chip may still rely on TSMC's five-year-old 5nm manufacturing node. The finding underscores how US...
Tuesday 19 August 2025
Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...