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Thursday 16 October 2025
ASML sees continued growth in EUV demand, confident in High NA progress
ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...
Thursday 16 October 2025
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...
Thursday 16 October 2025
OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration
Arm is strengthening its ecosystem for next-generation AI applications by adding partners across firmware, ASIC design, networking, and packaging. The company is also advancing chiplet...
Thursday 16 October 2025
Apple introduces M5 chip with major AI and performance upgrades
Apple has announced its latest system-on-chip (SoC), the M5, marking a major step forward in the company's in-house silicon roadmap. Built on third-generation 3nm process technology,...
Thursday 16 October 2025
TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble. Industry...

Thursday 16 October 2025
Nexperia’s crisis shows how supply chain pain can become China’s gain
As the US tightens its grip on tech exports, China is fighting back with a "whole-supply-chain" strategy. The escalating trade confrontation is sending ripple effects through global...
Thursday 16 October 2025
Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer...

Thursday 16 October 2025
OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push
Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025 by...
Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
Rare earth controls have limited short-term impact on Foxconn
On October 9, 2025, China's Ministry of Commerce issued its No. 61 and No. 62 notices, expanding export controls on rare earths. The scope now extends from raw materials to equipment,...
Wednesday 15 October 2025
Broadcom joins AI accelerator race with major OpenAI deal
Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...
Wednesday 15 October 2025
L&T Semiconductor partners with Foxconn's HYS to develop high-voltage power wafers
On October 14, 2025, L&T Semiconductor Technologies (LTSCT) announced a long-term partnership with Foxconn subsidiary Hon Young Semiconductor (HYS) to jointly develop and manufacture...
Wednesday 15 October 2025
China Mobile to fully adopt domestic AI chips by 2028
China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence...