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Friday 7 November 2025
Advanced packaging emerges as AI's next performance frontier, insights from DIGITIMES analyst Tony Huang
As Moore's Law slows, advanced packaging has become the critical lever driving breakthroughs in AI chip performance, according to DIGITIMES chief semiconductor analyst Tony Huang....
Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Friday 7 November 2025
Elon Musk maps out Tesla's semiconductor leap, ponders alliance with Intel
Tesla CEO Elon Musk said the company is considering building a large semiconductor fabrication plant to meet rising demand for AI and robotics chips, while keeping open the possibility...
Friday 7 November 2025
Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks
The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly...
Friday 7 November 2025
China's Hua Hong sees profit fall over 50% on rising fab, R&D costs
Hua Hong Semiconductor, one of China's top wafer foundries, reported a steep profit drop for the first three quarters of 2025, citing higher costs from new production lines and rising...
Friday 7 November 2025
SanDisk reportedly hikes NAND prices 50% as memory module makers post strong results
Memory prices have sharply rebounded in the third quarter of 2025, supported by increases in both volume and unit prices, boosting financial results for leading memory module manufacturers...
Friday 7 November 2025
Flexium Interconnect nears end of business transformation, eyes 2026 growth
Flexible printed circuit (FPC) manufacturer Flexium Interconnect said its challenging business transformation phase was approaching completion after a difficult 2025. The company highlighted...
Friday 7 November 2025
Cambricon hit with US$590M lawsuit from former CTO over stock buyback dispute
Chinese AI chipmaker Cambricon Technologies is facing a massive legal battle. The company's former chief technology officer, Liang Jun, has filed a lawsuit seeking CNY4.3 billion (US$590...
Friday 7 November 2025
AP Memory revenue doubles as S-SiCap enters growth phase, eyes higher 4Q25
Memory design IC firm AP Memory reported consolidated revenue of NT$1.495 billion (US$48.3 million) in the third quarter of 2025, up 17.3% year-over-year, driven by multiple interposers...
Friday 7 November 2025
Memory price surge amid supply tightness pressures Chinese smartphone makers
The surge in AI computing has led to a significant price increase in DRAM and NAND Flash, with major manufacturers raising prices by up to 30% in late 2025, putting cost pressure on...
Friday 7 November 2025
HDD delivery delays extend to 2 years as QLC NAND capacity sells out early
The surge in storage demand driven by AI servers has caused a severe shortage of traditional hard disk drives (HDDs), with delivery times reportedly extending beyond two years. Major...
Friday 7 November 2025
Samsung Foundry teams up with Anaflash on AI MCU in sign of recovery
Edge AI startup Anaflash has unveiled a new AI microcontroller built on Samsung Electronics' 28nm foundry process. The move marks another design win for Samsung as it works to revive...
Friday 7 November 2025
CXMT adopts SK Hynix's MR-MUF tech to close China's HBM gap by 2026
China's DRAM maker CXMT plans to start mass production of fourth-generation high-bandwidth memory (HBM3) in 2026 using mass reflow molded underfill (MR-MUF) packaging, the same technology...
Friday 7 November 2025
TPK to acquire 23.83% stake in Ilitek, entering semiconductor sector
Touch panel maker TPK Holding announced plans to acquire a 23.83% stake in IC design firm Ilitek for NT$5.807 billion (approx. US$188 million), at NT$49.5 per share, making TPK the...
Friday 7 November 2025
AI-driven chip shortages disrupt connector and power supplies
The global semiconductor industry is facing widening supply-demand imbalances amid the AI boom, with memory and processor chips in particularly short supply. Prices have surged while...