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Thursday 13 November 2025
Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand
Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...
Thursday 13 November 2025
Infineon forecasts moderate growth for fiscal 2026 amid currency headwinds
Infineon Technologies expects moderate growth in fiscal 2026 as geopolitical uncertainties, tariff risks, and currency fluctuations weigh on near-term performance. CEO Jochen Hanebeck...
Thursday 13 November 2025
Tesla seeks South Korea partnerships to launch battery production plan
Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials,...
Thursday 13 November 2025
Tanaka develops rhodium probe pin material for semiconductor testing
Tanaka Precious Metal Technologies has developed TK-SR, a rhodium-based material for probe pins used in probe cards during semiconductor front-end testing.
Thursday 13 November 2025
Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem

Arizona is rapidly transforming into a major US semiconductor manufacturing center. The buildout of fabs by TSMC and Intel is drawing...

Thursday 13 November 2025
Elon Musk's secret fab plan: new US chip plant targets 2026 ramp
Elon Musk, owner of SpaceX and Tesla Inc., is making significant strides to develop a comprehensive semiconductor manufacturing supply chain in the US. Sources indicate that the fan-out...
Thursday 13 November 2025
Infineon flags China EV headwinds as pricing pressure drags on auto outlook
Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
Thursday 13 November 2025
Infineon posts stable 2025 results—and bets big on AI-driven power demand
Infineon Technologies ended fiscal 2025 with stable revenue and a rebound in profit, supported by strong demand for power and sensor products. The company expects moderate growth...
Thursday 13 November 2025
India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging
Kaynes Semicon, the semiconductor division of India's Kaynes Technology, is expanding beyond its success in power module packaging toward advanced chiplet and co-packaged optics as...
Thursday 13 November 2025
Commentary: Why Musk's Terafab dream has Samsung rattled, put TSMC on alert
Elon Musk's declaration that he is "very excited about chips" has rattled the global foundry industry. His plan for a massive Tesla-built wafer fab threatens to turn what was once...
Wednesday 12 November 2025
Samsung vice chair exit triggers major leadership overhaul
Samsung Chairman Lee Jae-yong's right-hand man, Chung Hyun-ho, has suddenly retired. Chung led the Business Support Task Force (TF), and Lee is expected to take full control of Samsung's...
Wednesday 12 November 2025
DB HiTek gains as Samsung and TSMC reportedly scale back 8-inch chip output
South Korean foundry DB HiTek is capitalizing on tightening supply in the legacy chip market, posting a 71% year-over-year surge in third-quarter 2025 operating profit.
Wednesday 12 November 2025
Global PMX turns profit in 3Q25 as semiconductor business surges
Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production...
Wednesday 12 November 2025
Samsung Pyeongtaek P4 shifts to 1c DRAM production
Samsung will continue investment in the Phase 4 production line at its Pyeongtaek campus, converting the facility from foundry to 1c DRAM production. The latest monthly capacity is...
Wednesday 12 November 2025
SK Hynix targets 70% DRAM profit margin amid supply crunch
The AI boom has caused memory giants to concentrate production on HBM, resulting in a shortage of general-purpose DRAM and high prices. According to Chosun Biz, DRAM prices...