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Tuesday 29 July 2025
Nvidia scrambles back to TSMC as China H20 demand outstrips supply
The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese...
Tuesday 29 July 2025
Semi industry in talent shortages, especially for analog IC engineers
Taiwan's Industrial Technology Research Institute (ITRI) and 104 Job Bank, on July 28, jointly issued a report on 2025 semiconductor industry talent trends in the era of AI. The report...
Tuesday 29 July 2025
SiPh among cutting-edge technologies for Taiwan's future growth
Silicon photonics (SiPh) is one of the cutting-edge technologies in a crucial Taiwanese government AI development program that aims to create more than US$500 billion in industry...
Tuesday 29 July 2025
Taiwan academia advances next-gen interconnects with chiplets and silicon photonics
As Taiwan maintains its global leadership in semiconductor manufacturing, the nation's academic institutions are stepping up efforts to address critical industry challenges such as...
Tuesday 29 July 2025
Rohm's recovery strategy: deeper Denso ties and cost controls
Rohm posted a rare net loss in fiscal 2024 amid market headwinds but expects a rebound in fiscal 2025. Growth in electric vehicle and artificial intelligence demand, deeper ties with...
Tuesday 29 July 2025
TI tempers outlook as leadframe makers seek new markets
US-based semiconductor giant Texas Instruments (TI) recently released its financial report for the second quarter of 2025. Although quarterly revenue increased by 16% year-over-year,...
Tuesday 29 July 2025
Samsung reportedly expands 8nm foundry client base from Switch 2 to HPC chips
Samsung Electronics has reportedly secured new clients for its 8nm wafer foundry services through collaboration with its Design Solution Partners (DSPs). This development is expected...
Tuesday 29 July 2025
Phison warns of BT substrate shortages, partial supply constraints expected from August 2025
As raw materials for IC substrates face shortages, the supply of BT substrates continues to tighten. This has led to material shortages in flash and SSD packaging ICs. Phison CEO...
Tuesday 29 July 2025
A US$140 million lesson: Cadence case shows the cost of export control evasion
US authorities have imposed a combined US$140 million penalty on Cadence Design Systems Inc. for illegally exporting sensitive semiconductor design technology to Chinese military-affiliated...
Tuesday 29 July 2025
Generational shift underway at TSMC as R&D exec Wei-jen Lo retires
Wei-jen Lo, senior VP of corporate strategy at TSMC, announced his retirement on July 27. The 75-year-old joined TSMC in 2004 as VP of Operations II. From 2006 to 2009, Lo acted as...
Tuesday 29 July 2025
Cadence expands beyond China with 3D IC momentum from TSMC ecosystem
Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed...
Tuesday 29 July 2025
Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook
Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust...
Tuesday 29 July 2025
How Intel fell behind: Missed iPhone deal and CEO missteps sparked its slide

Intel's decline didn't happen overnight.

Tuesday 29 July 2025
China's PCB industry hit hard by continued bankruptcy wave
China's PCB upstream and downstream supply chain has seen massive expansion supported by government policies in recent years. However, the subsequent industry downturn has led to...
Tuesday 29 July 2025
Taiwan's semiconductor exports remain steady despite tariff risks
Rising trade protectionism and tariff policy uncertainties have disrupted the global economic and trade order. Over time, countries have started to figure out how to negotiate or...