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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 5 November 2025
Automotive chip demand rebounds despite supply chain headwinds
Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor...
Wednesday 5 November 2025
Micron's reported HBM4 delay could cede AI chip advantage to Samsung and SK Hynix
Micron Technology is reportedly redesigning its sixth-generation high-bandwidth memory (HBM4) after facing yield and performance issues, a setback that could push back supply until...
Wednesday 5 November 2025
Commentary: Jensen Huang's South Korea charm offensive signals Nvidia's Asia pivot
When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went...
Wednesday 5 November 2025
SK Hynix redefines AI memory architecture with 2031 'full stack' vision
At the SK AI Summit 2025 in Seoul on November 3, 2025, SK Hynix CEO Kwak Noh-jung announced a major strategic overhaul, revealing plans to transform the South Korean memory maker from...
Wednesday 5 November 2025
Nvidia US$10B deal elevates South Korea to third in GPU stockpile for physical AI push
Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version...
Wednesday 5 November 2025
Mediatek's subsidiary Airoha sees steady 3Q25 revenue, banks on Ethernet for growth
MediaTek's subsidiary Airoha reported a steady financial performance for the third quarter of 2025, with revenue reaching NT$5.63 billion (US$182.5 million), marking a 2% sequential...
Wednesday 5 November 2025
Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026
MediaTek's subsidiary Airoha has identified Ethernet, optical communication, and Bluetooth applications as key growth drivers, expecting these sectors to account for 20% of its revenue...
Wednesday 5 November 2025
Nvidia, Qualcomm join US$1B India deep tech alliance
Nvidia and Qualcomm Ventures have joined a growing consortium of US and Indian investors backing India's deep-tech ecosystem, underscoring rising global interest in the country's push...
Wednesday 5 November 2025
Musk highlights spec differences between Tesla AI5 chips made by TSMC and Samsung
Following Tesla's announcement that the AI5 chip will be produced by both Taiwan Semiconductor Manufacturing Company and Samsung Electronics, CEO Elon Musk explained the slight differences...
Wednesday 5 November 2025
Nuvoton posts second straight loss on Japan plant woes, automotive slump
Nuvoton disclosed its consolidated financial results for the third quarter of 2024 during an investor briefing held on November 4, 2025, revealing revenue of NT$7.27 billion (US$235...
Wednesday 5 November 2025
WT Microelectronics navigates Nexperia supply disruption with alternative sourcing
As the Nexperia dispute continues, WT Microelectronics chairman Eric Cheng acknowledged that recent deliveries have been less stable. In response, the company has been helping customers...
Wednesday 5 November 2025
Airoha rises as MediaTek's key engine in networking chips
Airoha Technology has become a central hub for cross-company collaboration within the MediaTek Group. At its latest investor conference, the company detailed integration plans involving...
Wednesday 5 November 2025
Nexperia warns clients of supply halt and quality risks at China plant amid dispute
Dutch chipmaker Nexperia is warning clients that shipments from its Chinese factory are halted indefinitely. The company also says it cannot guarantee the quality of products from...
Wednesday 5 November 2025
Samsung's Taylor fab preparation signals EUV expansion as ASML assembles specialized team
Samsung Electronics appears to be accelerating its US wafer fabrication plans, with global semiconductor equipment leader ASML reportedly assembling a dedicated team to support the...
Wednesday 5 November 2025
Nanya Technology and Winbond Electronics report strong financial results amid rising DDR4 demand
Taiwanese DRAM manufacturer Nanya Technology recorded its highest single-month revenue in four years in October 2025, reporting NT$7.908 billion (approx. US$256 million). This marked...