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Wednesday 8 October 2025
ITRI targets AI chiplet and SiPh in 2026 semiconductor R&D push
Taiwan's Ministry of Economic Affairs (MOEA) has approved a NT$160 million (US$5.27 million) allocation from a contingency fund to support the Industrial Technology Research Institute...
Wednesday 8 October 2025
Samsung, SK Hynix step up recruitment to secure edge in AI-driven chip supercycle
The rapid rise of artificial intelligence (AI) is fueling a new semiconductor supercycle, prompting Samsung Electronics and SK Hynix to ramp up recruitment efforts in a bid to secure...
Wednesday 8 October 2025
China accelerates DUV lithography breakthroughs with patents and testing
China is enhancing its DUV lithography technology amid US export restrictions. Yuliangsheng's 28nm immersion DUV machine is being tested at SMIC, while SMEE has patented a method...
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Wednesday 8 October 2025
YMTC eyes HBM market entry to disrupt top three
Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Wednesday 8 October 2025
Nvidia reportedly investing up to US$2 billion in Elon Musk's xAI amid broader AI infrastructure expansion
Elon Musk's artificial intelligence (AI) startup, xAI, is reportedly seeking to raise up to US$20 billion in a new funding round that includes an equity investment from Nvidia, according...
Wednesday 8 October 2025
TSMC and Intel double down on Arizona roots, turning universities into chip talent hubs
The annual SEMICON West event is being held in Phoenix, Arizona. Ahead of the exhibition, the Arizona Commerce Authority convened the Arizona Semiconductor Leadership Day forum, where...
Wednesday 8 October 2025
The second life of DDR4: how an old memory standard is driving a new upcycle
DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...
Wednesday 8 October 2025
FuriosaAI rejects Meta, pushes forward with energy-efficient AI chips
On October 2, Meta announced the acquisition of US-based IC design company Rivos, which develops high-performance computing chips and solutions based on the RISC-V architecture. Interestingly,...
Wednesday 8 October 2025
With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Wednesday 8 October 2025
India approves NaMo Semiconductor Lab at IIT Bhubaneswar
Union Minister for Electronics and Information Technology Ashwini Vaishnaw has approved the establishment of the NaMo Semiconductor Laboratory at the Indian Institute of Technology...
Tuesday 7 October 2025
Upstream substrate and leadframe price hikes pressure IC packaging costs
Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...
Tuesday 7 October 2025
Arm CEO Rene Haas recalls Nvidia's bold exit from Intel chip support during his time working with Jensen Huang
As Nvidia dominates headlines in the generative AI era, CEO Jensen Huang has continued to draw attention with each and every move. During the All-In Summit 2025 in September, Arm...
Tuesday 7 October 2025
Japan to expand export controls on dual-use technologies from October 9
Japan will expand export controls to cover general-purpose machine tools, integrated circuits, drones, radar, navigation, and testing equipment, requiring companies to verify potential...