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    NEWS TAGGED CHIPS + COMPONENTS
    Tuesday 18 November 2025
    Panjit acquires Torex Vietnam to boost global packaging and testing capacity
    Panjit International has approved the use of US$10.03 million of internal funds to acquire a 95% stake in Torex Vietnam Semiconductor (Torex Vietnam), a subsidiary of Torex Semiconductor,...
    Tuesday 18 November 2025
    Panjit's MOSFET becomes top 3Q25 revenue contributor
    Power semiconductor integrated device manufacturer (IDM) Panjit International has announced its consolidated financial results for the third quarter of 2025. Although quarterly revenue...
    Tuesday 18 November 2025
    Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles
    South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...
    Tuesday 18 November 2025
    Samsung creates first standalone M&A team, signals incoming major deals
    Samsung Electronics has created its first standalone mergers and acquisitions team within its newly reorganized Business Support Office, a move sparking speculation that the company...
    Tuesday 18 November 2025
    Samsung, SK Hynix inventory drop signals AI memory supercycle
    South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...
    Tuesday 18 November 2025
    Taiwan's new laws cripple solar industry, with impacts rippling across supply chains
    Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.
    Tuesday 18 November 2025
    WT Microelectronics breaks record in overseas fundraising to seize US and Europe opportunities
    WT Microelectronics announced on November 17 that it has completed the simultaneous pricing of its global depositary receipts (GDRs) and unsecured convertible bonds, expecting to raise...
    Tuesday 18 November 2025
    Samsung reportedly achieves 60% yield rate for Exynos 2600 chip, plans competitive pricing
    Samsung Electronics Co. has reportedly reached a 60% yield rate in producing its next-generation mobile application processor (AP), the Exynos 2600, using its 2nm GAA process technology...
    Tuesday 18 November 2025
    Etron benefits from booming edge AI market, shortages extend through 2026
    AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3...
    Tuesday 18 November 2025
    Samsung revives P5 fab construction for memory supercycle
    Samsung's P5 plant at the second campus in Pyeongtaek, South Korea, will begin construction, with operations expected to start in 2028. Due to the weak memory market, P5 was previously...
    Tuesday 18 November 2025
    Samsung's glass substrate samples fall short of requirements
    Samsung Electronics has been in active discussions with Samsung Electro-Mechanics (Semco), Japan's Ibiden, and Shinko Electric Industries regarding collaboration on semiconductor glass...
    Tuesday 18 November 2025
    The Intel-TSMC talent tug-of-war just escalated, now with a familiar name

    When Dr. Wei-Jen Lo, the former senior vice president for corporate strategy development at TSMC, retired in July at the age of 75, many...

    Tuesday 18 November 2025
    Samsung's customer list reshuffles as Alphabet returns and Tesla's $16.5bn chip deal goes on the books

    Samsung Electronics has released its regulatory filing for the third quarter of 2025, revealing that Google—whose parent company...

    Tuesday 18 November 2025
    Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
    Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
    Tuesday 18 November 2025
    Dynamic Holding plans major expansion to tap AI demand in networking and server markets
    Dynamic Holding, a leading producer of automotive printed circuit boards (PCBs), is gearing up for a surge in artificial intelligence (AI) computing demand from application-specific...
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook