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Friday 17 October 2025
New BIS rules may force Wingtech to cut Nexperia stake
China's Wingtech is grappling with an unprecedented crisis after the Dutch government seized control of its subsidiary Nexperia. In a stunning triple blow, Nexperia's Chinese CEO,...
Friday 17 October 2025
Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays
TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative...
Friday 17 October 2025
Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia...
Friday 17 October 2025
Taiwan PCB makers seize semiconductor opportunity amid load board shortage
As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry...
Friday 17 October 2025
Tesla's South Korea move points to deepening semiconductor alliance with Samsung
Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication...
Friday 17 October 2025
ASML stands strong despite tariffs, fueled by China and TSMC orders
Acer chairman and CEO Jason Chen once described the "dulling effect" of US President Donald Trump's tariffs, a phenomenon now increasingly reflected in ASML's earnings and guidance...
Friday 17 October 2025
Commentary: TSMC chairman adopts cautious tone despite AI optimism
TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...
Friday 17 October 2025
TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

Friday 17 October 2025
China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order
The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor...
Friday 17 October 2025
GlobalWafers launches Fab300 in Italy, boosting Europe's semiconductor autonomy
GlobalWafers announced on October 16 that its new 12-inch wafer fab, Fab300, in Novara, Italy, has officially begun operations. This marks a significant step in the company's global...
Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
Friday 17 October 2025
Power Integrations joins Nvidia's 800V AI data center supply chain
US-based PMIC manufacturer Power Integrations (PI) announced that it has officially entered Nvidia's 800V data center power supply architecture supply chain, becoming a certified...
Thursday 16 October 2025
TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
Thursday 16 October 2025
TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

Thursday 16 October 2025
Broadcom launches industry's first Wi-Fi 8 chips for AI-powered edge devices

Broadcom on Thursday introduced the industry's first suite of Wi-Fi 8 silicon solutions, signaling a new era in wireless connectivity...