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Saturday 9 August 2025
Tesla orders boost Samsung's Taylor plant; OCI expands semiconductor-grade phosphoric acid production
South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer...
Saturday 9 August 2025
South Korea's quintet of alliances for sovereign AI: Kakao notably left out
South Korea is progressing its autonomous AI model development by choosing five key industry alliances—Naver Cloud, SK Telecom, NC AI, LG AI Research, and Upstage. The government...
Friday 8 August 2025
Samsung revives Z-NAND after 7 years to supercharge AI with 15x speed gains

Samsung Electronics is reviving its Z-NAND memory technology after a seven-year hiatus, positioning it as a high-performance solution...

Friday 8 August 2025
Tariff clarity and car market recovery boost IKKA-KY outlook for 2H25
Japanese company IKKA-KY, which is listed in Taiwan, announced on August 7 its consolidated financial report for the first half of 2025. Consolidated revenue for the period reached...
Friday 8 August 2025
Chinese companies investigated for illegal poaching of Taiwanese tech talent
The Taiwan Ministry of Justice Investigation Bureau is investigating 16 Chinese companies, including major firms such as Victory Giant Technology, Huntkey, and GoerTek, for allegedly...
Friday 8 August 2025
'China for China' becomes new rulebook for Western chipmakers
Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...
Friday 8 August 2025
Beijing's grand chip merger vision falters over clashing interests

Beijing's push to restructure its fragmented semiconductor industry is running into sharp resistance. While the effort aims to strengthen...

Friday 8 August 2025
SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
Friday 8 August 2025
BYD’s Taiwan entry via Denza sparks a spike in trade and security debate

In a move that has reignited Taiwan's automotive and geopolitical debate, Chinese automaker BYD is reportedly seeking to enter the Taiwanese...

Friday 8 August 2025
China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO
China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...
Friday 8 August 2025
Chinese automakers slip through loopholes of Taiwan's EV barriers
Taiwan's auto industry is facing mounting pressure amid a wave of global disruption, with Chinese electric vehicle (EV) giant BYD reportedly holding discreet meetings in Taiwan on...
Friday 8 August 2025
Apple and Samsung to jointly develop new sensor chips in Austin, according to reports
The "frenemy" relationship between Samsung Electronics and Apple, spanning over 20 years, has once again become a focal point. Reports indicate that the two tech giants are deepening...
Friday 8 August 2025
Hua Hong plays down tariff risks, cites limited exposure to US
Hua Hong Semiconductor struck a cautious yet confident tone in its second quarter 2025 earnings call, addressing tariff risks, pricing adjustments, and global partnerships while reaffirming...
Friday 8 August 2025
SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades
On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued...
Friday 8 August 2025
Hua Hong Semiconductor signals optimism for 3Q25 on 12-inch ramp-up
Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net...