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    NEWS TAGGED CHIPS + COMPONENTS
    Wednesday 13 August 2025
    Taiwan, US eye closer trade ties in ongoing tariff negotiations
    Taiwan's lead negotiator and vice premier of the Executive Yuan Li-chiun Cheng held a press conference on August 11, 2025, during which she stated that since the US aims to become...
    Wednesday 13 August 2025
    China orders Alibaba, ByteDance to stop buying Nvidia H20 chips as tech tensions escalate
    China's growing mistrust of Nvidia's H20 GPU is spilling into open confrontation, with regulators ordering leading internet firms, including Alibaba and ByteDance, to suspend orders...
    Wednesday 13 August 2025
    Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
    Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
    Wednesday 13 August 2025
    TSMC leads with high gross margins, while second- and third-tier foundries operate at full capacity but struggle to profit
    The foundry industry faces operational pressures in 2025 due to external factors such as tariffs, exchange rates, and geopolitical tensions. Only TSMC continues to achieve record-breaking...
    Wednesday 13 August 2025
    Inside TSMC's 2nm leak involving TEL: How a job application became an international incident
    The alleged leak of Taiwan Semiconductor Manufacturing's (TSMC) 2-nanometer technology by former and current employees from TSMC and Tokyo Electron (TEL) has sparked intense speculation...
    Wednesday 13 August 2025
    China's chip equipment spending surges in 1H25, defying global downturn
    China's semiconductor industry posted CNY455 billion (approx. US$63.3 billion) in total investment during the first half of 2025, down 9.8% from a year earlier, according to a new...
    Wednesday 13 August 2025
    Zhen Ding bullish on CoWoP despite long road to mass production
    Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design...
    Wednesday 13 August 2025
    China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

    China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers...

    Wednesday 13 August 2025
    Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
    Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
    Wednesday 13 August 2025
    TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers
    TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor...
    Wednesday 13 August 2025
    Huawei unveils AI software to boost inference and curb China’s reliance on foreign memory chips

    Huawei has launched its Unified Cache Manager (UCM), a software framework designed to speed up inference in large AI models. The company...

    Wednesday 13 August 2025
    Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future
    On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign...
    Wednesday 13 August 2025
    US export levy targeting Nvidia and AMD may expand to other semiconductor firms
    The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
    Wednesday 13 August 2025
    India approves four chip projects under ISM
    India has approved four additional semiconductor projects under the India Semiconductor Mission (ISM), further strengthening the country's semiconductor manufacturing ecosystem. These...
    Wednesday 13 August 2025
    Micron walks away from China's mobile NAND market, opening doors for rivals
    Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC)...
    273/369 pages
    biz
    BIZ FOCUS
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    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook