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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 23 July 2025
Samsung bets on GAA and HBM4 to retake AI crown
The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung...
Wednesday 23 July 2025
3nm’s swan song: Android chipmakers race to outsmart Apple with AI
As the smartphone industry enters the second half of 2025, attention is turning toward the final chapter of 3nm system-on-chip (SoC) flagships. Apple, MediaTek, and Qualcomm are all...
Wednesday 23 July 2025
Taiwan VP weighs in on US tariff threat
Taiwanese Vice President Bi-khim Hsiao has expressed her stance on the US imposition of Section 232 tariffs for the first time, pointing out that the US and Taiwan ultimately have...
Tuesday 22 July 2025
US copper tariffs send prices soaring, but AI server demand boosts Taiwan's CCL makers
As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the...
Tuesday 22 July 2025
Hygon's 4GHz C86 chip marks China's shift from policy-driven to performance-led PCs

China's IT localization strategy has entered a new phase with the launch of Hygon Information Technology's C86 processor, a 4.0GHz x86-compatible...

Tuesday 22 July 2025
As TSMC expands in Japan, NYCU and Kyushu University deepen partnership on semiconductor talent and innovation
As TSMC expands its presence in Japan, Taiwan and Japan are deepening academic collaboration to address the growing demand for semiconductor talent. National Yang Ming Chiao Tung...
Tuesday 22 July 2025
Taiwan's passive component market poised for growth amid AI and auto boom
Taiwan's passive component industry is positioned for growth driven by AI adoption across cloud servers, AI PCs, and smartphones, alongside rising automotive electrification. Industry...
Tuesday 22 July 2025
Inside Samsung's 1c DRAM breakthrough: How a design feud nearly derailed the project
Samsung Electronics has reportedly succeeded in developing its sixth-generation 10nm class DRAM, known as 1c DRAM, and is preparing for mass production despite internal tensions that...
Tuesday 22 July 2025
Yageo advances Shibaura acquisition talks, factory visits next in cross-border deal
Yageo, Taiwan's leading passive component manufacturer, said its third meeting with Japan's Shibaura Electronics concluded successfully in Taipei, marking a key step in Yageo's ongoing...
Tuesday 22 July 2025
HBM equipment race intensifies as newcomers battle for market entry
Competition in bonding equipment for the high bandwidth memory (HBM) market is intensifying, especially for the new generation of hybrid bonding (HB) technology. Following the current...
Tuesday 22 July 2025
Exclusive: CXMT's DDR5/LPDDR5 upgrade challenges international manufacturers, Nanya siren concerns
Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources, although CXMT has yet to enter mass production, recent...
Tuesday 22 July 2025
China's emerging memory titan duo disrupts DRAM's current big three
China's top memory chipmakers, ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC), have nearly doubled their output in just over a year. Their rapid expansion...
Tuesday 22 July 2025
NXP signals soft outlook; TI may strike similar tone as auto, industrial chip markets struggle
NXP Semiconductors posted a second-quarter revenue decline and cautious guidance for the third quarter, reinforcing concerns over lingering weakness in the automotive and industrial...
Tuesday 22 July 2025
NXP posts soft 2Q25, guidance fails to impress as growth headwinds persist
NXP Semiconductors reported a steeper-than-expected year-on-year revenue decline in the second quarter and issued a lukewarm third-quarter forecast, underscoring ongoing weakness...
Tuesday 22 July 2025
Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in...