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    NEWS TAGGED CHIPS + COMPONENTS
    Tuesday 11 November 2025
    Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

    Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating...

    Tuesday 11 November 2025
    Astera Labs ships switch chips, expands AI server influence with new standards
    AI server high-speed transmission leader Astera Labs delivered strong performance in 2025's first quarter, announcing record results this week alongside a media event in Taiwan outlining...
    Tuesday 11 November 2025
    YMTC expands Wuhan production with third fab, targets global top-four memory ranking by 2027

    YMTC has begun constructing its third semiconductor plant in Wuhan, with mass production slated for 2027, while ramping up output at its...

    Tuesday 11 November 2025
    Samsung's Texas expansion spurs formation of a new US semiconductor ecosystem

    Samsung Electronics is ramping up its semiconductor foundry expansion in Taylor, Texas, aiming for full operation by 2026. The move has...

    Tuesday 11 November 2025
    Vietnam’s first wafer fab set for 2026 launch, accelerating push into global chip supply chain

    Vietnam plans to bring its first semiconductor manufacturing base online by 2026, Prime Minister Pham Minh Chinh said, underscoring the...

    Tuesday 11 November 2025
    Intel CEO takes direct control as former AI chief joins OpenAI
    Intel faces a strategic shift in its artificial intelligence (AI) efforts as Sachin Katti, the company's former chief technology and AI officer, has resigned to join ChatGPT developer...
    Tuesday 11 November 2025
    Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?
    As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades...
    Tuesday 11 November 2025
    Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis
    Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive...
    Tuesday 11 November 2025
    GlobalFoundries signs GaN tech licensing deal with TSMC to expand US production
    GlobalFoundries announced on November 10, 2025, that it has signed a technology licensing agreement with TSMC covering 650V and 80V gallium nitride (GaN) process technologies, a move...
    Tuesday 11 November 2025
    Nvidia's next-gen Rubin AI system liquid cooling costs exceed US$57,000
    Nvidia's upcoming Vera Rubin NVL144 AI rack system features higher power GPUs and CPUs, driving its liquid cooling cost to about US$55,710, 17% higher than the previous NVL72 model...
    Tuesday 11 November 2025
    Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
    Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
    Tuesday 11 November 2025
    China's Zhejiang University launches FabGPT to bring AI into chip manufacturing
    China is advancing its use of artificial intelligence (AI), with a breakthrough from Zhejiang University (ZJU)'s College of Integrated Circuits drawing industry attention. The university...
    Tuesday 11 November 2025
    Microchip and Qualcomm expand Bengaluru footprint amid rising semiconductor investments
    Microchip Technology and Qualcomm have both expanded their presence in Bengaluru, reinforcing the city's position as India's top semiconductor and technology hub and adding momentum...
    Tuesday 11 November 2025
    China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes
    China's total goods trade value reached CNY37.31 trillion (approx. US$5.23 trillion) in the first ten months of 2025, marking a 3.6% increase from the same period last year, according...
    Tuesday 11 November 2025
    ASML tackles AI's 'scissor gap' with dual-track chip strategy
    ASML EVP and China head Shen Bo said artificial intelligence is redefining the global semiconductor landscape, pushing chipmakers and equipment suppliers to balance growing computing...
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook