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NEWS TAGGED CHIPS + COMPONENTS
Sunday 9 November 2025
Wingtech's Nexperia feud and state stake cut cloud outlook
China's Wingtech Technology is facing renewed strain as its Dutch subsidiary Nexperia becomes mired in a leadership and supply chain dispute, while a state-backed shareholder prepares...
Sunday 9 November 2025
M31 weathers a costly quarter with eyes on AI-fueled recovery
Silicon intellectual property (IP) provider M31 Technology posted a loss for the third quarter of 2025. The company blamed the red ink on project delays from North American and European...
Sunday 9 November 2025
SK Hynix pushes 1C DRAM for HBM4E as AI memory demand surges
South Korea's two largest memory chipmakers, SK Hynix and Samsung Electronics, are reportedly finalizing supply agreements with Nvidia for next-generation high-bandwidth memory (HBM4),...
Sunday 9 November 2025
STM, Onsemi tackle soaring AI data-center power demand with new SiC and GaN tech

As GPU counts in AI servers soar, rack power consumption has reached record highs, straining data-center energy systems. In response,...

Sunday 9 November 2025
AI bubble concerns mount amid 2026 shipment uncertainty
AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue...
Saturday 8 November 2025
Taiwan firms remain committed to local investments despite expansions in US
US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in...
Saturday 8 November 2025
Jensen Huang joins TSMC sports day as Morris Chang misses event for health reasons
TSMC held its 2025 sports day on November 8 at the Hsinchu County Stadium. Founder Morris Chang, 94, was absent due to health issues, sparking worries about his condition and fueling...
Saturday 8 November 2025
When politics short-circuits the supply chain: The Netherlands' Nexperia miscalculation
Discussions regarding Nexperia's fate have stalled for over a month, and China and the Netherlands remain at odds. The Hague is plagued with political paralysis, where a caretaker...
Saturday 8 November 2025
Samsung folds strategy unit into Electronics arm as South Korean giants brace for 2026 leadership changes
South Korea's top conglomerates are reshaping their leadership and internal structures. They are bracing for an uncertain 2026 business cycle. Samsung is integrating its group-wide...
Saturday 8 November 2025
VIS turns corner after price war, gears up for PMIC-driven growth in 2026
Vanguard International Semiconductor (VIS) anticipates a mild slowdown in the fourth quarter of 2025 as seasonal demand eases and supply chain partners carry out year-end inventory...
Friday 7 November 2025
Advanced packaging emerges as AI's next performance frontier, insights from DIGITIMES analyst Tony Huang
As Moore's Law slows, advanced packaging has become the critical lever driving breakthroughs in AI chip performance, according to DIGITIMES chief semiconductor analyst Tony Huang...
Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Friday 7 November 2025
Elon Musk maps out Tesla's semiconductor leap, ponders alliance with Intel
Tesla CEO Elon Musk said the company is considering building a large semiconductor fabrication plant to meet rising demand for AI and robotics chips, while keeping open the possibility...
Friday 7 November 2025
Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks
The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly...
Friday 7 November 2025
China's Hua Hong sees profit fall over 50% on rising fab, R&D costs
Hua Hong Semiconductor, one of China's top wafer foundries, reported a steep profit drop for the first three quarters of 2025, citing higher costs from new production lines and rising...