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Tuesday 15 July 2025
Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle
Dutch lithography equipment giant ASML announced it will release its second quarter 2025 earnings report at 2 pm Taiwan time on July 16, one day ahead of TSMC. A major concern for...
Tuesday 15 July 2025
Tariff forces Taiwan chip suppliers into costly relocation to Arizona
Beyond reciprocal tariffs, a significant impact on the semiconductor industry comes from the US Section 232 tariff review under the Trade Expansion Act of 1962, with a decision expected...
Tuesday 15 July 2025
Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector
Strong demand for artificial intelligence (AI) applications has driven a significant rise in GB200 and ASIC shipments, propelling revenue growth across both upstream and downstream...
Monday 14 July 2025
BOE pivots beyond displays to glass substrate packaging, perovskite solar
BOE Technology chairman Chen Yanshun revealed at the 2025 BOE Investor Day that the company will pivot toward glass substrate packaging and perovskite solar cell (PSC) technology...
Monday 14 July 2025
Taiwan must move beyond OEM/ODM to export complete systems, particularly aging-related technology, says NSTC Minister
Taiwan must move beyond its traditional OEM (original equipment manufacturing) and ODM (original design manufacturing) model and focus on exporting complete systems, particularly...
Saturday 12 July 2025
Japan's OSAT firms unite to cut costs and reclaim industry ground
Japan's outsourced semiconductor assembly and test (OSAT) industry, long composed of small, regional firms with limited resources, is making a rare push for collective strength. In...
Friday 11 July 2025
AI boom offsets EV slump as Disco raises quarterly forecast
Japanese semiconductor equipment maker Disco has revised its financial forecast for the second quarter of 2025, now expecting a consolidated profit of JPY23.7 billion (US$161 million),...
Friday 11 July 2025
AI-fueled fab expansion propels Trusval Technology's record 1H25 revenue
Trusval Technology reported consolidated revenue of NT$670 million (approx. US$22.9 million) in June 2025, a 39% monthly and 136% annual increase. Benefitting from strong customer...
Thursday 10 July 2025
Semes' semiconductor cleaning process designated as South Korea's National Core Technology
Semes, the semiconductor equipment subsidiary of Samsung Electronics, has had its semiconductor cleaning process technology recognized by the South Korean government as a National...
Thursday 10 July 2025
Applied Materials becomes largest shareholder of Kokusai Electric
Japanese semiconductor equipment maker Kokusai Electric will see a shift in its largest shareholder following a partial sale of shares by US investment fund KKR. Applied Materials,...
Thursday 10 July 2025
TSMC's CoPoS spurs industry shift as AI chip packaging hits glass ceiling
The global supply of CoWoS, or Chip-on-Wafer-on-Substrate, is tightening as demand for high-performance computing chips in AI applications continues to surge. These chips are simultaneously...
Thursday 10 July 2025
South Korea's ESOL secures funding to challenge EUV supply chain dominance and boost domestic production
South Korean semiconductor extreme ultraviolet (EUV) equipment company ESOL recently announced the successful completion of a KRW74 billion (US$54.1 million) Series B financing round...
Wednesday 9 July 2025
South Korea's Hana cracks TGV glass substrate market with eye on AI chip boom
Hana Technology, a South Korean equipment maker formerly focused on battery solutions, has developed core Through Glass Via (TGV) technology for semiconductor glass substrates, signaling...
Wednesday 9 July 2025
Ex-SEMI China head leads E-Town Semiconductor to explosive STAR Market debut
Beijing E-Town Semiconductor Technology Co., Ltd. (E-Town), a Chinese supplier of semiconductor manufacturing equipment, went public on the Shanghai STAR Market on July 8, 2025. The...
Tuesday 8 July 2025
Airtac reports 7% YoY revenue growth in June, sets new second quarter record
Transmission equipment manufacturer Airtac reported a 7% year-over-year increase in preliminary consolidated revenue for June 2025, setting a new single-quarter record with a 10.58%...