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NEWS TAGGED CHIPS + COMPONENTS
Sunday 27 April 2025
China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10
China is pushing forward a major consolidation plan to restructure its fragmented semiconductor equipment sector, reportedly cutting more than 200 domestic firms down to just 10 core...
Saturday 26 April 2025
Taiwan challenges Trump's tariff formula, rolls out support for semiconductor sector
Amid preparations by the US to introduce new tariffs on semiconductors and pharmaceuticals, concerns are growing within Taiwan's semiconductor supply chain. On April 22, 2025, Premier...
Saturday 26 April 2025
Japan passes law to buy into Rapidus, boosting control over chip strategy
Japan's upper house has passed legal revisions that enable the government to acquire an equity stake in Rapidus, part of a broader push to strengthen the country's next-gen semiconductor...
Saturday 26 April 2025
TSMC defies margin pressure as second-tier foundries slip
TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced 3nm and 5nm nodes, and effective cost management. Excluding...
Friday 25 April 2025
China reportedly considers exempting some US goods from 125% retaliatory tariffs
Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help...
Friday 25 April 2025
Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth
Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's...
Friday 25 April 2025
China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx...

Friday 25 April 2025
Surging demand for advanced AMC monitoring fuels Tricorntech's record growth in 2025
Tricorntech, a leading provider of advanced airborne molecular contamination monitoring solutions in Taiwan, has announced first-quarter 2025 revenue of NT$130 million (US$4.01 million)...
Friday 25 April 2025
STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery...

Friday 25 April 2025
AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution
Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual...
Friday 25 April 2025
Exclusive: Google considers HBM3E supplier change
Samsung Electronics has recently intensified its deployment in advanced high bandwidth memory (HBM) processes. However, supply chain sources reveal that Samsung's HBM3E certification...
Friday 25 April 2025
Taiwan expands aid for exporters hit by US tariffs
Taiwan's government has increased an aid package to NT$93 billion (approx. US$2.86 billion) for companies hit by US tariffs while lowering the threshold for eligibility.
Friday 25 April 2025
MediaTek, Nvidia, Intel drive smart car shift at 2025 Shanghai Auto Show
The 2025 Shanghai Auto Show has become a focal point for technological competition, as chip manufacturers present advanced platforms that significantly enhance vehicle intelligence...
Friday 25 April 2025
JEDEC bends rules—Samsung, SK Hynix charge ahead in AI memory war
JEDEC has relaxed the height specification for sixth-generation high bandwidth memory (HBM4), clearing a key obstacle for South Korean memory leaders Samsung Electronics and SK Hynix...
Friday 25 April 2025
Intel to continue boosting in-house chip production, braces for tariff impacts
In the latest earnings call, Intel elaborated on its latest aggressive cust-cutting measures. Tariff risks threaten gross margins, exacerbated by the shift to lower-margin Lunar Lake...