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Wednesday 19 November 2025
China's chip play: A threat more dangerous than rare earths, says Chris Miller
China's rapid advance in legacy semiconductors presents a geopolitical risk that is "more dangerous than rare earths," warns Chip War author and economic historian Chris Miller...
Wednesday 19 November 2025
ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices
Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...
Wednesday 19 November 2025
When a chip guru switches sides: Taiwan investigates alleged sub-2nm leak to Intel
Taiwanese authorities have launched an investigation into Wei-Jen Lo, a former SVP for corporate development at TSMC, following allegations that he copied advanced process technology...
Wednesday 19 November 2025
Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion
Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx...
Wednesday 19 November 2025
Samsung unveils first 2nm results, stepping up challenge to TSMC
Samsung Electronics confirmed the first performance results from its upcoming 2nm chip process, signaling a more aggressive push into next-generation foundry manufacturing as it tries...
Wednesday 19 November 2025
Power chip startups drive vertical power delivery trend
Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two HPC...
Wednesday 19 November 2025
Taiwan's AI and semiconductor sectors face resilience test amid extreme climate risks
The 35th Taiwan-Japan Modern Engineering and Technology Symposium opened in Taipei on November 17, with experts highlighting that Taiwan's future economic growth faces challenges from...
Wednesday 19 November 2025
Nan Pao Resins bets on semiconductor adhesives as next major growth engine
Taiwan's Nan Pao Resins Chemical expects semiconductor adhesives to become a major growth driver and has elevated the segment to a top strategic priority. This shift follows the establishment...
Wednesday 19 November 2025
Taiwan suppliers will determine silicon photonics breakout
Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...
Wednesday 19 November 2025
Hygon steps deeper into China's AI-compute core with rising DCU adoption and a key processor upgrade

Hygon Information Technology delivered another solid revenue quarter but noted that profit growth slowed due to higher R&D spending...

Wednesday 19 November 2025
Microsoft and Nvidia form multi-billion partnership with Anthropic
Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed to...
Wednesday 19 November 2025
Pat Gelsinger showcases semiconductor innovations for Taiwan visit; discusses AI and post-Intel adjustments
Pat Gelsinger, after stepping down as Intel's CEO, continues to influence the semiconductor sector through his role as a venture capitalist. On November 18, he led seven portfolio...
Wednesday 19 November 2025
Acer CEO flags China's role in prolonging global memory shortage
Global memory prices are surging as shortages disrupt the consumer electronics supply chain, placing particular stress on PC makers. Executives across the sector anticipate that current...
Wednesday 19 November 2025
Pat Gelsinger strengthens ties with Taiwan's semiconductor sector after Intel tenure
After resigning as CEO of Intel in December 2024, Pat Gelsinger has maintained an active presence in the global AI and semiconductor industries. In March 2025, he joined Silicon Valley...
Wednesday 19 November 2025
SMIC resurges in memory and controller orders amid deepening AI-era crunch
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...