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Tuesday 24 June 2025
UALink camp's first chip aims for tape-out, poised to challenge Nvidia
Following Nvidia's announcement of NVLink Fusion, the competition between NVLink and UALink has resurfaced.
Tuesday 24 June 2025
Foxlink pursues high-margin markets with three-pronged strategy
Amid intensifying competition in the consumer electronics market, more companies are shifting focus to high-profit sectors such as industrial and commercial applications for growth...
Monday 23 June 2025
Chip makers brace for brutal competition as cloud ASIC market heats up
Industry forecasts for application-specific integrated circuits have turned bullish, with major players and research firms upgrading their cloud ASIC demand projections for 2026-2028...
Monday 23 June 2025
Renesas enters restructuring support deal with Wolfspeed as the latter deals with ongoing financial struggles
Renesas Electronics has entered a financial restructuring agreement with Wolfspeed, a US-based silicon carbide (SiC) semiconductor manufacturer, amid Wolfspeed's ongoing financial...
Monday 23 June 2025
AI talent war intensifies as Sequoia Capital compares recruitment to sports team poaching
Meta's aggressive spending on AI talent and acquisitions has intensified competition in the sector, with top companies vying to secure experts amid a booming generative AI market...
Friday 20 June 2025
Edimax to diversify away from China, plans European and Asian expansion
Edimax approved its fiscal year 2024 financial report and dividend distribution plan at a shareholders' meeting on the 19th. The company also authorized a private placement of common...
Friday 20 June 2025
Micron challenges South Korean rivals with SOCAMM breakthrough and PTI support
As competition intensifies in the high-end memory market, Micron has taken the lead over South Korean competitors by becoming the first memory supplier for Nvidia's next-generation...
Thursday 19 June 2025
FineMat accelerates transformation as Chinese rivals intensify AMOLED metal mask competition
Taiwan-based FineMat Applied Materials held its shareholders' meeting on June 17, approving all proposals and outlining its strategic direction amid increasing competition in China's...
Wednesday 18 June 2025
Chunghwa Telecom kicks off 2025 digital innovative competition, focusing on 7 application areas
Taiwanese integrated telecommunications service provider Chunghwa Telecom (CHT) held a press conference on June 17 to announce the start of the CHT Digital Innovative Application...
Tuesday 17 June 2025
Taiwan's Huawei ban lands: Optical firms say supply chain already China-insulated
Taiwan's Ministry of Economic Affairs (MOEA) announced on June 15, 2025, that it had added 601 entities—including Chinese tech giants Huawei and SMIC—to its export control...
Tuesday 17 June 2025
Tesla demands supplier relocation in face of falling sales; some opt to exit
Tesla's global sales have sharply declined, with the US and European markets experiencing the steepest drops. Sources cite multiple contributing factors, including public tensions...
Tuesday 17 June 2025
AI ASIC drives expansion in semiconductor test market, intensifying competition among Taiwanese test interface firms
As artificial intelligence (AI) applications extend from the cloud to the edge, the surge in AI application-specific integrated circuits (ASICs) is accelerating growth in the semiconductor...
Monday 16 June 2025
Sony delays image sensor market share target amid customer slowdown and China competition
Sony has pushed back its target to capture a 60% revenue market share in image sensors, originally set for 2025, citing sluggish growth and rising competition. The announcement was...
Monday 16 June 2025
China's 15th Five-Year Plan (1): National-level expert discusses equipment challenges and new opportunities
China is set to launch its 15th Five-Year Plan in 2026. Reviewing the progress of China's semiconductor equipment industry over the past five years and gaining insight into its trajectory...
Monday 16 June 2025
Taiwan optical firm targets auto market as phone demand wanes
Taiwan's Zhong Yang Technology is pivoting from smartphones to automotive applications, betting on mandatory driver monitoring systems to fuel growth as the mobile market saturates...