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    NEWS TAGGED CHIPS + COMPONENTS
    Wednesday 13 August 2025
    TSMC leads with high gross margins, while second- and third-tier foundries operate at full capacity but struggle to profit
    The foundry industry faces operational pressures in 2025 due to external factors such as tariffs, exchange rates, and geopolitical tensions. Only TSMC continues to achieve record-breaking...
    Wednesday 13 August 2025
    Inside TSMC's 2nm leak involving TEL: How a job application became an international incident
    The alleged leak of Taiwan Semiconductor Manufacturing's (TSMC) 2-nanometer technology by former and current employees from TSMC and Tokyo Electron (TEL) has sparked intense speculation...
    Wednesday 13 August 2025
    China's chip equipment spending surges in 1H25, defying global downturn
    China's semiconductor industry posted CNY455 billion (approx. US$63.3 billion) in total investment during the first half of 2025, down 9.8% from a year earlier, according to a new...
    Wednesday 13 August 2025
    Zhen Ding bullish on CoWoP despite long road to mass production
    Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design...
    Wednesday 13 August 2025
    China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

    China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers...

    Wednesday 13 August 2025
    Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
    Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
    Wednesday 13 August 2025
    TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers
    TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor...
    Wednesday 13 August 2025
    Huawei unveils AI software to boost inference and curb China’s reliance on foreign memory chips

    Huawei has launched its Unified Cache Manager (UCM), a software framework designed to speed up inference in large AI models. The company...

    Wednesday 13 August 2025
    Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future
    On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign...
    Wednesday 13 August 2025
    US export levy targeting Nvidia and AMD may expand to other semiconductor firms
    The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
    Wednesday 13 August 2025
    India approves four chip projects under ISM
    India has approved four additional semiconductor projects under the India Semiconductor Mission (ISM), further strengthening the country's semiconductor manufacturing ecosystem. These...
    Wednesday 13 August 2025
    Micron walks away from China's mobile NAND market, opening doors for rivals
    Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC)...
    Wednesday 13 August 2025
    Trump’s 15% Nvidia chip levy hints at new trade game
    US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...
    Wednesday 13 August 2025
    Exclusive: Infineon GaN chief on strategy, market gains after TSMC's exit
    Infineon Technologies' acquisition of GaN Systems has bolstered its wide bandgap semiconductor portfolio. The move, combined with its shift to 12-inch gallium nitride (GaN) manufacturing,...
    Wednesday 13 August 2025
    TSMC adds US$10B to US subsidiary in strategic forex hedge
    Taiwan Semiconductor Manufacturing Company (TSMC) held a board meeting on August 12, during which several key resolutions were made. Of particular interest was the approval to increase...
    157/334 pages
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