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Tuesday 18 November 2025
Etron benefits from booming edge AI market, shortages extend through 2026
AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3...
Tuesday 18 November 2025
Samsung revives P5 fab construction for memory supercycle
Samsung's P5 plant at the second campus in Pyeongtaek, South Korea, will begin construction, with operations expected to start in 2028. Due to the weak memory market, P5 was previously...
Tuesday 18 November 2025
Samsung's glass substrate samples fall short of requirements
Samsung Electronics has been in active discussions with Samsung Electro-Mechanics (Semco), Japan's Ibiden, and Shinko Electric Industries regarding collaboration on semiconductor...
Tuesday 18 November 2025
The Intel-TSMC talent tug-of-war just escalated, now with a familiar name

When Dr. Wei-Jen Lo, the former senior vice president for corporate strategy development at TSMC, retired in July at the age of 75, many...

Tuesday 18 November 2025
Samsung's customer list reshuffles as Alphabet returns and Tesla's $16.5bn chip deal goes on the books

Samsung Electronics has released its regulatory filing for the third quarter of 2025, revealing that Google—whose parent company...

Tuesday 18 November 2025
Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
Tuesday 18 November 2025
Dynamic Holding plans major expansion to tap AI demand in networking and server markets
Dynamic Holding, a leading producer of automotive printed circuit boards (PCBs), is gearing up for a surge in artificial intelligence (AI) computing demand from application-specific...
Tuesday 18 November 2025
OSE plans price hikes and capacity expansion as memory market tightens
Orient Semiconductor Electronics (OSE) said the global memory industry has shifted decisively into a "seller's market," prompting the company to pass higher costs to customers and...
Tuesday 18 November 2025
Microsoft benefits from OpenAI tech sharing for ASIC development
Microsoft CEO Satya Nadella recently stated in an interview that Microsoft can access OpenAI's model research outcomes. System-level innovations developed by OpenAI can also be fully...
Tuesday 18 November 2025
Taiwan advances quantum computing race with dual platforms, 10-qubit chip by 1H26
Taiwan's Academia Sinica has unveiled its quantum chip fabrication platform (QC-Fab) and quantum computing test platform (QC-Test), marking a major step in the nation's push into...
Tuesday 18 November 2025
China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'
Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.
Tuesday 18 November 2025
Why TSMC's procurement star took a downscaled role at Nvidia
Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her...
Monday 17 November 2025
Samsung reportedly secures 2nm chip orders from crypto miners MicroBT and Canaan
Samsung Electronics has reportedly secured 2nm chip orders from two major Chinese cryptocurrency mining firms, MicroBT and Canaan. This marks a notable, though unconfirmed, client...
Monday 17 November 2025
Taiwan MCU makers expand into power and cooling to mitigate AI data center power consumption surge
As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton...
Monday 17 November 2025
From oil to chip: China's Heshun Petro makes an unexpected US$220M leap into semiconductor IP
Hunan Heshun Petroleum Co. announced a controlling acquisition of MSquare Technology, a Shanghai-based semiconductor IP and chiplet-interconnect developer. The November 16, 2025,...