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Tuesday 26 August 2025
China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt
Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for...
Tuesday 26 August 2025
Doosan Electro-Materials to triple spending on CCL equipment to counter Taiwan competition
South Korea's Doosan Corporation Electro-Materials is significantly increasing its investment in copper-clad laminate (CCL) equipment amid growing competition from Taiwanese suppliers...
Tuesday 26 August 2025
Samsung-Nvidia CEO embrace hints at HBM4 deal amid Seoul's U$150B US pledge
At the KORUS Business Roundtable held after the South Korea-US summit, key political and business figures from both countries gathered to lay the groundwork for a technology alliance,...
Tuesday 26 August 2025
Taiwan govt warns industry ties to Chinese supply chain risk US scrutiny
Under strict US containment policies, many Taiwanese companies engaged in business with the US opt to remain silent about their relationships and procurement activities with Chinese...
Tuesday 26 August 2025
US govt stake may expose Intel to foreign and industrial challenges: filing
Intel Corporation has entered an agreement with the US Government, including accelerated Direct Funding Agreement payments and Secure Enclave funding. The deal involves issuing over...
Tuesday 26 August 2025
Taiwan to keep advanced chip tech domestically, sounds alarm on U.S. tariff plans

Taiwan's Premier Cho Jung-tai says the government and industry are united in their commitment to keep the country's most advanced semiconductor...

Tuesday 26 August 2025
AI smart glasses accelerate transformation in FPC industry
AI servers have become a key growth driver for the global printed circuit board (PCB) industry. Companies specializing in advanced packaging IC substrates and high-layer count, high-density...
Tuesday 26 August 2025
NOR flash prices set to surge in 4Q25 on cost pressures, supply constraints

After months of sluggish demand and weakened pricing, the NOR Flash memory market appears poised for a significant turnaround, particularly...

Tuesday 26 August 2025
TSMC reportedly drops Chinese equipment from 2nm fabs amid US pressure
Taiwan Semiconductor Manufacturing Co. (TSMC) has decided to operate its upcoming 2nm wafer fabs entirely without Chinese-made equipment. The new lines are scheduled to begin operations...
Tuesday 26 August 2025
Malaysia advances IC design ambitions with launch of MARS1000 edge AI chip
Malaysia has launched its first locally designed edge AI processor, the MARS1000, developed by SkyeChip Sdn Bhd. Unveiled at the Malaysia Semiconductor Industry Association Merdeka...
Tuesday 26 August 2025
Commentary: Trump blames Taiwan for Intel’s woes, but data points to missteps at home
US President Donald Trump has once again drawn Taiwan into America's semiconductor debate, linking Intel Corporation's decline directly to the island in recent White House speeches...
Tuesday 26 August 2025
Taiwan Glass enters AI server supply chain amid transformation challenges
Traditional glass manufacturer Taiwan Glass has invested its resources in AI fiberglass cloth, successfully transforming and penetrating the AI server supply chain led by Nvidia to...
Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Tuesday 26 August 2025
VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China
China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC...
Tuesday 26 August 2025
All eyes on Samsung as South Korean tycoons descend on Washington for Lee–Trump summit
Several prominent South Korean business leaders, including Samsung Electronics chairman Jae-yong Lee, have departed for Washington DC, in what is being hailed as the most high-profile...