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NEWS TAGGED CHIPS + COMPONENTS
Friday 9 May 2025
Innostar targets AI chip testing surge with advanced packaging push
Taiwanese equipment maker Innostar Service is positioning itself to capture growth in artificial intelligence (AI) and high-performance computing chip testing by expanding into semiconductor...
Friday 9 May 2025
As US-China tech decoupling deepens, Chinese firm breaks ground in advanced chip inspection equipment

As tensions escalate between the US and China over semiconductor technology, China has placed domestic innovation in chipmaking tools...

Friday 9 May 2025
Geopolitics fuel hard demand for Taiwan's upstream semiconductor materials
Daxin Materials Corp. will convene its annual general meeting on May 14, with its business report underscoring a key industry transition. While mature semiconductor process nodes...
Friday 9 May 2025
Taiwan debates sovereign wealth fund establishment, but lacks consensus
Taiwan has repeatedly discussed establishing a sovereign wealth fund using foreign exchange reserves but lacks social consensus and dedicated legislation. Existing government funds...
Friday 9 May 2025
Taiwan unveils new 4-year cybersecurity program to strengthen resilience in AI era
To strengthen Taiwan's cybersecurity resilience, the Ministry of Digital Affairs (MODA) has unveiled the Seventh National Information and Communication Security Development Program...
Friday 9 May 2025
WT Microelectronics projects 2Q25 rebound on Western recovery, AI-fueled demand
WT Microelectronics chairman Eric Cheng said the semiconductor sector is entering a broad-based recovery, supported by cleared downstream inventory, steady AI-related demand, and...
Friday 9 May 2025
SMIC may be expanding use of Chinese equipment as yield challenges weigh on outlook
Semiconductor Manufacturing International Corp. (SMIC) reported that average selling prices declined in the latter half of the first quarter of 2025 due to production fluctuations...
Friday 9 May 2025
China's chip crunch deepens: Hua Hong drops 88% as nearly 50 firms post losses

Hua Hong Semiconductor, a major Chinese state-owned foundry, posted a sharp profit drop for the first quarter of 2025, with net income...

Friday 9 May 2025
Apple developing specialized chips for glasses, new Macs, and AI servers
Apple Inc.'s silicon design group is working on new chips that will serve as the brains for future devices, including its first smart glasses, more powerful Macs, and artificial intelligence...
Friday 9 May 2025
SMIC reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility
On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...
Friday 9 May 2025
Infineon flags EUR400m revenue hit from tariffs, trims margin outlook
Infineon Technologies AG announced its second quarter 2025 financial results on May 8. During the second quarter 2025 earnings call, CFO Sven Schneider addressed concerns about the...
Friday 9 May 2025
Infineon lowers full-year guidance amid currency headwinds and tariff uncertainties in fiscal 2025
On May 8, Infineon Technologies announced its financial results for the second quarter of fiscal 2025, reporting revenue of EUR3.59 billion (approx. US$4.03 billion), a 1.1% decline...
Friday 9 May 2025
Taiwan's chip industry faces string of crises, but China steps in as surprising lifeline
Taiwan's semiconductor equipment supply chain is navigating a period of unprecedented turbulence, battered by a confluence of global tariff escalations, tighter AI chip export restrictions,...
Friday 9 May 2025
SMIC signals cautious outlook for 2Q25
Semiconductor Manufacturing International Corporation (SMIC) announced its financial results for the first quarter of 2025, reporting revenue of US$2.247 billion. This represents...
Friday 9 May 2025
Is the NT dollar surge the new Plaza Accord moment?
After surging to a multi-decade high last week, the New Taiwan dollar (NT$) has reversed course, weakening 0.45% on May 6 to close at NT$30.28 against the US dollar. The currency's...