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Saturday 15 November 2025
Yageo secures two deals to boost power component portfolio
Known as one of Taiwan's most aggressive dealmakers, Yageo chairman Pierre Chen, has secured two major acquisitions in rapid succession. This strengthens the company's push to build...
Friday 14 November 2025
SK Hynix reportedly to order HBM4 equipment, accelerate mass production
SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule...
Friday 14 November 2025
Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive
Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast....
Friday 14 November 2025
SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious
SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers...
Friday 14 November 2025
China's Maxone steps into the global probe-card elite with IPO approval, Huawei support

Maxone Semiconductor (Suzhou) has cleared the Shanghai STAR Market IPO review, a notable milestone in China's effort to end foreign control...

Friday 14 November 2025
SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure
SMIC posted stronger-than-expected third-quarter results as China's surging AI investment and state-backed chip localisation fuelled earnings. Beijing's push for semiconductor self-sufficiency,...
Friday 14 November 2025
AI chip test interface demand surges; Taiwan orders visible through 2026
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...
Friday 14 November 2025
Global Mixed-mode Technology eyes 2026 DDR5 and DDR4 demand crossover
Global Mixed-mode Technology (GMT) held its earnings call on November 12, 2025, revealing that early customer stocking in the first half of 2025 dampened the traditional peak season...
Friday 14 November 2025
Advantech targets medical and robotics in edge AI
Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor,...
Friday 14 November 2025
H2 peak season fuels Tricorntech 4Q25 performance
By accelerating customer orders, advanced semiconductor process Airborne Molecular Contamination (AMC) nano-monitoring equipment supplier Tricorntech reported third-quarter 2025 revenue...
Friday 14 November 2025
Microip expands into North America, eyes growth in agriculture and defense tech
Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence...
Friday 14 November 2025
Baidu sets a new Kunlun chip trajectory as chair questions the AI boom
Baidu used its World 2025 conference on November 13, 2025, to reset its long-term AI strategy, with founder and chairman Robin Li and EVP Shen Dou detailing how the company plans...
Friday 14 November 2025
SK Key Foundry to launch SiC power chips production in 1H26, targeting EV and energy markets
SK Hynix's 8-inch wafer subsidiary, SK Key Foundry, announced plans to launch its silicon carbide (SiC) compound power semiconductor business in the first half of 2026.
Friday 14 November 2025
China's AI silicon enters the Gulf with SenseTime at the helm
President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...
Friday 14 November 2025
DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market
The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging...