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Thursday 29 May 2025
WPG marks 20 years by doubling down on AI and tariff strategy amid global disruptions
As it marks its 20th anniversary in 2025, WPG Holdings, Asia's largest semiconductor distributor, finds itself at the intersection of two disruptive forces: the generative AI boom...
Thursday 29 May 2025
Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management
Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market...
Thursday 29 May 2025
US reportedly targets EDA exports to China; vendors push back on disruption claims
China's semiconductor sector was abuzz in late May 2025 by reports that Siemens EDA received a notice from the US Bureau of Industry and Security (BIS) instructing it to halt all...
Thursday 29 May 2025
AMD expands photonics capabilities with Enosemi acquisition

On May 28, 2025, AMD announced the acquisition of Enosemi, a Silicon Valley-based company specializing in photonic integrated circuits...

Thursday 29 May 2025
Winbond braces for persistent NTD appreciation with AI and security focus
Winbond Electronics chairman Arthur Yu-Cheng Chiao predicted a long-term, possibly lifelong, appreciation of the New Taiwan dollar (NTD), citing changes in global interest rate dynamics...
Thursday 29 May 2025
Eva Air sees cargo surge amid AI demand, passenger travel stabilizing
Taiwan's EVA Air Corp. reported that global aviation recovery is stabilizing post-pandemic while cargo demand driven by artificial intelligence servers and semiconductors continues...
Thursday 29 May 2025
Leadframe maker CWTC upbeat about market, with capacity expansion on track in Malaysia
Taiwan-based leadframe maker Chang Wah Technology (CWTC) is upbeat about 2025 as demand recovers, and will continue to expand its production capacity in Malaysia, according to company...
Thursday 29 May 2025
Hanmi Semiconductor wins US$5.8 million ASE supply contract
Hanmi Semiconductor has secured a major supply agreement with Taiwan's ASE Technology Holding Co., marking another strategic win in its global expansion drive. Under the contract,...
Thursday 29 May 2025
Jensen Huang: China's AI moves on with or without US chips
Nvidia Corp. today reported robust financial results for its first quarter of fiscal 2026, with revenue reaching US$44 billion, a 69% increase year-over-year. However, the company...
Thursday 29 May 2025
China's 5nm workaround: DUV tricks push limits as EUV blockade bites
Huawei's HiSilicon and Lenovo have reignited global debate over China's semiconductor ambitions by launching AI PCs and tablets powered by 5nm chips, despite the country's lack of...
Thursday 29 May 2025
Explainer: Why Trump's emergency tariffs were struck down, and what tariffs still remain

A federal court ruling this week has dealt a significant blow to President Donald Trump's trade agenda, suspending a wide array of tariffs...

Thursday 29 May 2025
Nvidia's growth remains strong despite US$4.5B China writedown; forecasts US$8B revenue loss from export ban
Nvidia today announced robust financial results for the first quarter of fiscal year 2026, reporting significant year-over-year and sequential growth, driven primarily by its Data...
Thursday 29 May 2025
Currency crunch stalls Nanya PCB, yet cloud and edge AI bets are just getting started

Nan Ya Printed Circuit Board Corporation (Nanya PCB), a top Taiwanese IC substrate maker, cautioned that second-quarter earnings may...

Thursday 29 May 2025
Japan plans major US chip purchases as leverage in tariff talks
In ongoing tariff negotiations between Japan and the US, the Japanese government has proposed purchasing semiconductor products from American manufacturers worth several billion US...
Wednesday 28 May 2025
Foxconn taps NTU, KAUST in μ-LED leap for next-gen optical and AI interconnects
With artificial intelligence driving explosive demand for high-speed data transfer, optical communication technologies are advancing in lockstep. Foxconn's Hon Hai Research Institute...