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Friday 20 June 2025
Auto market headwinds offset by AI servers; FHt expands production to capitalize on ASIC growth
Niche PCB manufacturer FHt held its annual shareholders meeting, where general manager Taylor Lee highlighted the strong demand for AI server orders from the ASIC sector in 2025....
Friday 20 June 2025
Micron challenges South Korean rivals with SOCAMM breakthrough and PTI support
As competition intensifies in the high-end memory market, Micron has taken the lead over South Korean competitors by becoming the first memory supplier for Nvidia's next-generation...
Friday 20 June 2025
HBM divide deepens: SK Hynix diversifies, Samsung pulls in-house
SK Hynix is doubling down on diversifying its supply chain for thermal compression bonding (TCB) equipment, crucial for producing high-bandwidth memory (HBM), while Samsung Electronics...
Friday 20 June 2025
China's 15th Five-Year Plan (4): Chip tool upgrade and 're-globalization' at the heart of supply chain reset
Amid ongoing volatility in the global semiconductor landscape, China's chipmaking equipment sector is undergoing a dual transformation centered on intelligent manufacturing and "re-globalization."...
Friday 20 June 2025
Why Taiwan's chip blacklist matters more to India than it seems
A recent move that may have escaped wider attention could carry long-term consequences for the global chip supply chain. Taiwan has added China's top foundry, Semiconductor Manufacturing...
Friday 20 June 2025
Switch 2 shifts to Samsung as Nvidia pressures TSMC on pricing
Nintendo's long-awaited Switch 2 officially launched on June 5 and has sold like hotcakes across Japan, South Korea, the US, and other key markets. Strong sales momentum has reportedly...
Friday 20 June 2025
Singapore looks to build its own Shenzhen with AI-powered SEZ in Johor
The AI data center industry encompasses advanced semiconductor manufacturing, high-end chips (GPU, CPU, ASIC), and system integration (SI). As countries push for "sovereign AI," regional...
Friday 20 June 2025
Zhaoxin eyes IPO on China’s tech board as x86 chip losses mount
Shanghai Zhaoxin Semiconductor Co., Ltd. (Zhaoxin), a key Chinese developer of domestically produced x86-compatible CPUs, has filed for an IPO on the Shanghai STAR Market, targeting...
Friday 20 June 2025
China rolls out IPO welcome mat for unprofitable tech
To strengthen capital market support for technology startups, Qing Wu, chairman of the China Securities Regulatory Commission (CSRC), announced during the 2025 Lujiazui Forum on June...
Friday 20 June 2025
Xbox partners with AMD to co-develop AI-powered chips for next-gen gaming devices
Xbox has announced a multi-year strategic partnership with semiconductor company AMD to co-engineer silicon for its next generation of gaming devices through its official YouTube...
Thursday 19 June 2025
New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead
Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting...
Thursday 19 June 2025
Urgent orders boost memory packaging and testing in 2Q25; AI stabilizes variables for 2H25
Benefiting from a rapid recovery in memory market demand during the first half of 2025, memory packaging and testing companies are sharing in the gains. Although the US 90-day tariff...
Thursday 19 June 2025
SEMICON West relocates to Arizona amid TSMC's chip cluster expansion
SEMICON West 2025 will be held in Phoenix, Arizona, for the first time, October 7 to 9, 2025, as Taiwan Semiconductor Manufacturing Company (TSMC) continues to draw investments and...
Thursday 19 June 2025
Nvidia CEO cautions US: China's AI momentum won't be stopped by sanctions
In recent interviews, Nvidia CEO Jensen Huang has repeatedly invoked the names "China" and "Huawei," sounding an increasingly urgent alarm about the pace of China's AI progress. If...
Thursday 19 June 2025
Exclusive: Understanding Taiwan is key to understanding the world, says MWC CEO
The 2025 Mobile World Congress in Shanghai (MWC Shanghai) officially opened on June 18, 2025. Just before the event, Francesc Fajula, CEO of Mobile World Capital Barcelona, made his...