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Thursday 13 November 2025
Elon Musk's secret fab plan: new US chip plant targets 2026 ramp
Elon Musk, owner of SpaceX and Tesla Inc., is making significant strides to develop a comprehensive semiconductor manufacturing supply chain in the US. Sources indicate that the fan-out...
Thursday 13 November 2025
Infineon flags China EV headwinds as pricing pressure drags on auto outlook
Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
Thursday 13 November 2025
Infineon posts stable 2025 results—and bets big on AI-driven power demand
Infineon Technologies ended fiscal 2025 with stable revenue and a rebound in profit, supported by strong demand for power and sensor products. The company expects moderate growth...
Thursday 13 November 2025
Humanoid robots to debut in smart factories by 2026 as AI accelerates deployment
The rise of artificial intelligence (AI) is accelerating the shift from conceptual smart manufacturing to real-world application, with Qisda chairman Peter Chen forecasting the debut...
Thursday 13 November 2025
India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging
Kaynes Semicon, the semiconductor division of India's Kaynes Technology, is expanding beyond its success in power module packaging toward advanced chiplet and co-packaged optics as...
Thursday 13 November 2025
Commentary: Why Musk's Terafab dream has Samsung rattled, put TSMC on alert
Elon Musk's declaration that he is "very excited about chips" has rattled the global foundry industry. His plan for a massive Tesla-built wafer fab threatens to turn what was once...
Wednesday 12 November 2025
Samsung vice chair exit triggers major leadership overhaul
Samsung Chairman Lee Jae-yong's right-hand man, Chung Hyun-ho, has suddenly retired. Chung led the Business Support Task Force (TF), and Lee is expected to take full control of Samsung's...
Wednesday 12 November 2025
DB HiTek gains as Samsung and TSMC reportedly scale back 8-inch chip output
South Korean foundry DB HiTek is capitalizing on tightening supply in the legacy chip market, posting a 71% year-over-year surge in third-quarter 2025 operating profit.
Wednesday 12 November 2025
Global PMX turns profit in 3Q25 as semiconductor business surges
Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production...
Wednesday 12 November 2025
Samsung Pyeongtaek P4 shifts to 1c DRAM production
Samsung will continue investment in the Phase 4 production line at its Pyeongtaek campus, converting the facility from foundry to 1c DRAM production. The latest monthly capacity is...
Wednesday 12 November 2025
SK Hynix targets 70% DRAM profit margin amid supply crunch
The AI boom has caused memory giants to concentrate production on HBM, resulting in a shortage of general-purpose DRAM and high prices. According to Chosun Biz, DRAM prices...
Wednesday 12 November 2025
AEM swings back to profit on strong demand and product mix shift

Flexible copper-clad laminate (FCCL) manufacturer Asia Electronic Materials (AEM) said at an investor conference on November 10 that...

Wednesday 12 November 2025
AMD's latest product roadmap revealed, Zen 7 debuts
AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC's 2nm process in 2026. The next-generation Zen...
Wednesday 12 November 2025
Lianyou Metals' 3Q25 profit soars sixfold as tungsten and cobalt prices hit new highs
The global rare metals market has been shaken in 2025 by geopolitical tensions and surging structural demand, driving strategic materials such as tungsten and cobalt to new price...
Wednesday 12 November 2025
WT Microelectronics and WPG post record October revenue on soaring AI chip demand
Taiwan's top IC distributors WT Microelectronics (WTMEC), WPG Holdings, Edom Technology, and Supreme Electronics reported their October 2025 results, highlighting robust AI-driven...