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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
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
Taiwan trade negotitations holds firm amid Trump's threat of 100% chip tariffs
US President Donald Trump announced a new semiconductor tariff policy on August 6, 2025 (EST), officially declaring that tariffs under Section 232 will be imposed on chips and semiconductors...
Thursday 7 August 2025
EU RED 2025: New hardware cybersecurity rules reshape wireless device compliance
In the wave of global digitalization and the proliferation of IoT devices, the application scope of wireless equipment has long surpassed traditional boundaries. From smart home appliances...
Thursday 7 August 2025
Tokyo Electron fires Taiwan employee tied to TSMC leak
Tokyo Electron (TEL), Japan's leading semiconductor equipment maker, announced on August 7 2025 that it has fired an employee at its Taiwan subsidiary over alleged involvement in...
Thursday 7 August 2025
Global chip giants unleash US$135 billion fab spending spree as AI demand soars
Capital expenditures by the world's top ten semiconductor manufacturers are projected to reach US$135 billion in 2025, marking a 7% increase from the previous year. This rebound signals...
Thursday 7 August 2025
Taiwan’s Scientech posts record 1H25 profit, warns on FX impact as orders surge
Semiconductor equipment provider Scientech posted record revenue, gross margin, and operating profit for the second quarter of 2025. However, a sharp appreciation of the New Taiwan...
Thursday 7 August 2025
TSC hits nearly 20% revenue increase from logic chip growth
Taiwan Specialty Chemicals (TSC), a subsidiary of Sino-American Silicon Products (SAS), is currently transforming from a specialty chemical supplier into an integrated advanced semiconductor...
Wednesday 6 August 2025
The China risk: what keeps global chip toolmakers up at night
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...
Wednesday 6 August 2025
Tokyo Electron declines comment as TSMC 2nm tech leak investigation unfolds
Tokyo Electron has declined to comment on whether it is under investigation after Taiwanese prosecutors searched its local office in connection with a suspected leak of TSMC's 2nm...
Wednesday 6 August 2025
China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech
Amid tightening US export controls on EUV lithography systems and related technologies, China's chip equipment sector has made a breakthrough. On August 1, Pulin Technology (Hangzhou)...
Tuesday 5 August 2025
Foxconn disposes of Lordstown assets amid US strategy shift
Hon Hai Precision Industry (Foxconn) announced on August 4, 2025, that its subsidiaries will dispose of assets at the Lordstown, Ohio facility, as part of a strategic shift in its...
Tuesday 5 August 2025
CoWoS capacity utilization reportedly only 60% amid AI boom, supply chain on alert
Reports have emerged that TSMC's advanced packaging technology, CoWoS, is operating at only 60% capacity utilization. Such a supply-demand mismatch has confused the supply chain.
Tuesday 5 August 2025
Nvidia partner Hon Hai to expand AI server assembly in the US
Hon Hai Precision Industry Co. has agreed to sell an EV plant in Ohio for US$375 million, under an arrangement in which the Taiwanese company aims to shift toward assembling AI servers...
Tuesday 5 August 2025
Canon builds first fab in 20 years to chase back-end boom
Japanese optical giant Canon, which had not built a new semiconductor lithography equipment production plant since 2004 due to a declining market, announced on July 30, 2025, the...