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Wednesday 23 July 2025
Samsung starts hybrid bonding shift with HBM4E; will it stick before HBM5?
Samsung Electronics plans to introduce hybrid bonding technology with its 16-layer HBM4E (7th-generation high-bandwidth memory), marking a pivotal shift in advanced memory packaging...
Wednesday 23 July 2025
Ørsted powers up Taiwan's first TSMC-exclusive wind farm
Ørsted announced that the first turbine of the Greater Changhua 2b and 4 offshore wind farms has successfully connected to Taipower's grid and begun generating electricity...
Wednesday 23 July 2025
PSMC reports bigger 2Q25 loss, stronger Taiwan Dollar and weak chip prices offset Tata deal gains
Powerchip Semiconductor Manufacturing Company (PSMC) reported a steeper net loss in the second quarter of 2025, as a stronger New Taiwan dollar and weakening wafer average selling...
Wednesday 23 July 2025
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Samsung Electronics plans to begin mass production of its 2nm semiconductor process in the second half of 2025. Although reports indicate that Samsung is currently trailing TSMC in...
Wednesday 23 July 2025
Taiwan sees June 2025 export orders grow 24.6% YoY
Taiwan's export orders for advanced process semiconductors and AI servers continued to perform well in June 2025, despite ongoing uncertainties with US trade policy and geopolitical...
Wednesday 23 July 2025
TI flags 2Q25 demand boost from pull-ins, expects more typical demand as tariff impact fades
Texas Instruments (TI) signaled a more moderate third-quarter outlook, with CEO Haviv Ilan citing easing tariff-related demand and ongoing geopolitical uncertainty. While earlier...
Wednesday 23 July 2025
MediaTek reportedly wins Meta's new 2nm ASIC order, aiming for 1H27 mass production
MediaTek and Broadcom continue to compete for Meta's new application-specific integrated circuit (ASIC) projects, with industry insiders stressing that both companies are performing...
Wednesday 23 July 2025
Strong China growth propels TI's industrial business
During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth.
Wednesday 23 July 2025
TI notes slower growth in automotive market, reaffirms 2025 capex plan
Texas Instruments' management struck a cautious tone during its second-quarter 2025 earnings call, highlighting signs of cyclical recovery across most end markets while acknowledging...
Wednesday 23 July 2025
Dixon Technologies holds back on bare PCB manufacturing despite new govt incentives
Dixon Technologies has decided to pause plans to enter bare PCB manufacturing, citing limited financial upside despite government incentives. During its fiscal first-quarter 2025...
Wednesday 23 July 2025
TI posts solid 2Q25 results, cautious outlook tempers optimism
On July 22, Texas Instruments (TI) reported a strong set of second-quarter results, buoyed by a rebound in analog chip demand and signs of stabilization in its industrial business...
Wednesday 23 July 2025
Samsung bets on GAA and HBM4 to retake AI crown
The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung...
Wednesday 23 July 2025
3nm’s swan song: Android chipmakers race to outsmart Apple with AI
As the smartphone industry enters the second half of 2025, attention is turning toward the final chapter of 3nm system-on-chip (SoC) flagships. Apple, MediaTek, and Qualcomm are all...
Wednesday 23 July 2025
Taiwan VP weighs in on US tariff threat
Taiwanese Vice President Bi-khim Hsiao has expressed her stance on the US imposition of Section 232 tariffs for the first time, pointing out that the US and Taiwan ultimately have...
Tuesday 22 July 2025
US copper tariffs send prices soaring, but AI server demand boosts Taiwan's CCL makers
As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the...