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Friday 3 October 2025
Commentary: UMC's steep price cuts could backfire, driving suppliers to advanced nodes
United Microelectronics Corp. (UMC) is demanding its upstream materials suppliers cut prices by at least 15%, a rare and aggressive move that has sent shockwaves through the semiconductor...
Friday 3 October 2025
Applied Materials warns of revenue hit from expanded US export blacklist
Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening...
Friday 3 October 2025
SAS subsidiary signs 10-year green power deal with Amkor
Amid the semiconductor supply chain's ongoing push for green transformation, Sustainable Energy Solution, a renewable power sales company under the Sino-American Silicon Products...
Friday 3 October 2025
Taiwan's economy hits new heights on semiconductor, AI, and green infrastructure strengths
Taiwan is set to surpass South Korea in per capita GDP a year ahead of schedule, reaching the US$40,000 target by 2026. This is fueled by record-breaking exports, robust semiconductor...
Friday 3 October 2025
Winbond eyes 3Q25 profit to offset 1H losses amid DDR4 supply tightness
Taiwanese memory makers have emerged as major beneficiaries of the recent DDR4 supply shortage, which has driven rapid price increases. Companies like Nanya and Winbond saw significant...
Friday 3 October 2025
Hyundai Mobis to mass-produce domestically developed automotive semiconductors from 2026
Hyundai Mobis has announced plans to begin mass production of automotive semiconductors developed in collaboration with over 20 domestic companies and research institutes starting...
Friday 3 October 2025
Intel courts billions from big tech and Musk
Intel's ambitious revival remains far from fully financed, even after securing investments from SoftBank, the US government, and Nvidia. Analysts estimate the chipmaker still needs...
Thursday 2 October 2025
Taiwan semiconductor outlook turns green in August on rising demand and prices
The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate indicator for August 2025 on October 1. The report noted that continued strong demand...
Thursday 2 October 2025
Taiwan's UMC seeks 15% price cuts from suppliers in rare written notice
United Microelectronics Corporation (UMC) has formally demanded that its suppliers propose price cuts of more than 15% to take effect on January 1, 2026, an unusually aggressive move...
Thursday 2 October 2025
Yageo accelerates strategy to integrate active and passive components with Anpec acquisition
Taiwan-based passive components manufacturer Yageo Corporation has completed its public tender offer for power management IC (PMIC) design firm Anpec Electronics. On October 1, 2025,...
Thursday 2 October 2025
Samsung ex-employees indicted for leaking DRAM tech to CXMT
Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China's Changxin Memory...
Thursday 2 October 2025
Intel bets on 18A and PowerVia to redefine advanced node performance
Intel is set to kick off mass production of its 18A process at Fab 52 in Arizona by year-end, using PowerVia and RibbonFET technologies. The move positions Intel in a head-to-head...
Thursday 2 October 2025
South Korea-US visa talks advance, LGES US plant may resume earlier
With progress in visa negotiations between the South Korean and the US governments, LG Energy Solution (LGES) is poised to accelerate construction and operations at its US factory.
Thursday 2 October 2025
Western Digital plans US$1 billion investment in Japan, building on decades of local partnerships
Western Digital (WD), the world's largest hard disk drive (HDD) manufacturer, announced plans to invest US$1 billion in Japan over the next five years to strengthen next-generation...
Thursday 2 October 2025
Qualcomm adopts Arm v9 amidst competitive and legal dynamics
Qualcomm's adoption of Arm's v9 architecture represents a strategic shift that balances AI capabilities, legal considerations, and competitive pressures while diversifying its technological...