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    NEWS TAGGED CHIPS + COMPONENTS
    Friday 17 October 2025
    Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
    Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia...
    Friday 17 October 2025
    Taiwan PCB makers seize semiconductor opportunity amid load board shortage
    As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry...
    Friday 17 October 2025
    Memory chip prices signal onset of a new supercycle
    Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated...
    Friday 17 October 2025
    Rebellions joins Arm Total Design to advance next-gen AI infrastructure
    AI inference chip startup Rebellions announced on October 15 that it has joined Arm's Total Design ecosystem. The announcement, made at the OCP Global Summit 2025, positions the company...
    Friday 17 October 2025
    Tesla's South Korea move points to deepening semiconductor alliance with Samsung
    Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication...
    Friday 17 October 2025
    ASML stands strong despite tariffs, fueled by China and TSMC orders
    Acer chairman and CEO Jason Chen once described the "dulling effect" of US President Donald Trump's tariffs, a phenomenon now increasingly reflected in ASML's earnings and guidance...
    Friday 17 October 2025
    Commentary: TSMC chairman adopts cautious tone despite AI optimism
    TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...
    Friday 17 October 2025
    TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

    TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

    Friday 17 October 2025
    China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order
    The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor...
    Friday 17 October 2025
    GlobalWafers launches Fab300 in Italy, boosting Europe's semiconductor autonomy
    GlobalWafers announced on October 16 that its new 12-inch wafer fab, Fab300, in Novara, Italy, has officially begun operations. This marks a significant step in the company's global...
    Friday 17 October 2025
    Audix sales driven by AI, EV, and medical growth in 3Q25
    Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach...
    Friday 17 October 2025
    AI expansion pushes HBM market towards $100 billion by 2028
    As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
    Friday 17 October 2025
    OCP Summit: Broadcom claims 90% AI efficiency jump, reshaping optical and interconnect supply chains

    At the OCP Global Summit, Broadcom unveiled major advances in Co-Packaged Optics (CPO), claiming the technology has reached the maturity...

    Friday 17 October 2025
    Power Integrations joins Nvidia's 800V AI data center supply chain
    US-based PMIC manufacturer Power Integrations (PI) announced that it has officially entered Nvidia's 800V data center power supply architecture supply chain, becoming a certified supplier...
    Thursday 16 October 2025
    TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
    TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
    135/349 pages
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook