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Tuesday 19 August 2025
SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the second...
Tuesday 19 August 2025
US tariff measures hit simultaneously, economic slowdown expected in 2H25
US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...
Tuesday 19 August 2025
China's memory makers adopt domestic EDA: Empyrean in spotlight
China's semiconductor sector is intensifying its localization push. As ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC) ramp up mass production of DRAM...
Tuesday 19 August 2025
Yageo extends tender offer deadline for Shibaura Electronics amid MinebeaMitsumi price match
Taiwan's Yageo Corporation has extended the deadline for its tender offer bid (TOB) for Japan's Shibaura Electronics to August 28 amid a competitive price increase from rival MinebeaMitsumi...
Tuesday 19 August 2025
SoftBank to invest US$2B in Intel, strengthening US semiconductor ties
On August 18, SoftBank Group Corp. and Intel Corporation announced the signing of a definitive securities purchase agreement under which SoftBank will invest $2 billion in Intel common...
Tuesday 19 August 2025
Commentary: Trump weighs 10% stake in Intel as US explores new model of industry control

The Trump administration is reportedly weighing a plan to take a 10% stake in Intel, potentially...

Tuesday 19 August 2025
China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
Tuesday 19 August 2025
Trump tariffs could stall Samsung’s US surge and boost Apple
Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on...
Tuesday 19 August 2025
Tata reportedly seeks specialty chemical supplier as India clears new semiconductor projects
Tata Electronics is in talks with German chemicals major Merck to secure an exclusive long-term supply agreement for high-purity materials crucial to chipmaking, people familiar with...
Monday 18 August 2025
Advent International acquires Swiss positioning chipmaker U-blox, expanding European footprint
Advent International has acquired Swiss positioning chip company U-blox in a deal valued at CHF1.05 billion (approx. US$1.86 billion). On August 18, 2025, U-blox announced that ZI...
Monday 18 August 2025
Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns
Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net...
Monday 18 August 2025
Topco Scientific prepares for 2027 showdown as Chinese wafer makers strengthen market hold
As China's semiconductor juggernaut gathers pace, a fierce contest for dominance in the silicon wafer market is becoming inevitable for global suppliers.
Monday 18 August 2025
Beijing reportedly pushes local chip usage as H20 sales resume in China
As Nvidia's H20 artificial intelligence (AI) chips become a focal point in US-China tech competition, Beijing is taking a cautious and increasingly assertive approach toward their...
Monday 18 August 2025
Empyrean Technology's revenue climbs, but profit plunges 92% in EDA spending squeeze

Empyrean Technology Co., one of China's leading EDA software developers, posted first-half 2025 revenue of CNY502 million (approx. US$70...

Monday 18 August 2025
AMD CEO calls export controls noise, reveals counter-strategy
Recently, there has been widespread discussion about US President Donald Trump imposing "export taxes" on American AI chipmakers such as Nvidia and AMD for products exported to China...