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Thursday 20 November 2025
How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth
GlobalFoundries (GF) will host a webcast at 10:00 a.m. ET on December 3, 2025, to outline its strategy for the fast-emerging physical AI market. Executives will detail demand trends,...
Thursday 20 November 2025
Huawei is stitching together a new Chinese chip order—one factory, fund, and startup at a time
Huawei is accelerating acquisitions, factory builds, and investment across China's semiconductor sector, advancing a multi-year effort to establish a self-reliant supply chain for...
Wednesday 19 November 2025
GlobalFoundries sharpens silicon-photonics play with AMF in the bag
GlobalFoundries (GF) announced it will acquire Singapore-based silicon-photonics foundry Advanced Micro Foundry (AMF), a move that represents a critical step in its push to advance...
Wednesday 19 November 2025
US non-tariff measures drive Taiwanese firms to accelerate investment pivot
The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance...
Wednesday 19 November 2025
China's chip play: A threat more dangerous than rare earths, says Chris Miller
China's rapid advance in legacy semiconductors presents a geopolitical risk that is "more dangerous than rare earths," warns Chip War author and economic historian Chris...
Wednesday 19 November 2025
When a chip guru switches sides: Taiwan investigates alleged sub-2nm leak to Intel
Taiwanese authorities have launched an investigation into Wei-Jen Lo, a former SVP for corporate development at TSMC, following allegations that he copied advanced process technology...
Wednesday 19 November 2025
Samsung unveils first 2nm results, stepping up challenge to TSMC
Samsung Electronics confirmed the first performance results from its upcoming 2nm chip process, signaling a more aggressive push into next-generation foundry manufacturing as it tries...
Wednesday 19 November 2025
Power chip startups drive vertical power delivery trend
Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two...
Wednesday 19 November 2025
Taiwan's AI and semiconductor sectors face resilience test amid extreme climate risks
The 35th Taiwan-Japan Modern Engineering and Technology Symposium opened in Taipei on November 17, with experts highlighting that Taiwan's future economic growth faces challenges...
Wednesday 19 November 2025
Taiwan suppliers will determine silicon photonics breakout
Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...
Wednesday 19 November 2025
Microsoft and Nvidia form multi-billion partnership with Anthropic
Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed...
Wednesday 19 November 2025
Pat Gelsinger showcases semiconductor innovations for Taiwan visit; discusses AI and post-Intel adjustments
Pat Gelsinger, after stepping down as Intel's CEO, continues to influence the semiconductor sector through his role as a venture capitalist. On November 18, he led seven portfolio...
Wednesday 19 November 2025
Pat Gelsinger strengthens ties with Taiwan's semiconductor sector after Intel tenure
After resigning as CEO of Intel in December 2024, Pat Gelsinger has maintained an active presence in the global AI and semiconductor industries. In March 2025, he joined Silicon Valley...
Wednesday 19 November 2025
SMIC resurges in memory and controller orders amid deepening AI-era crunch
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...
Wednesday 19 November 2025
AMD targets 50% of server CPU market, extending its comeback against Intel

Intel is entering a difficult rebuilding phase after a decade of manufacturing setbacks that allowed Advanced Micro Devices to steadily chip away...