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Monday 11 August 2025
TSMC eyes record-breaking 2025 as AI chip boom fuels 3nm dominance
Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of approximately NT$323.166 billion (US$10.82 billion) in July, marking a 22.5% increase from June and...
Monday 11 August 2025
TSMC fine-tunes advanced packaging, delays projects, and trims low-return ops
Taiwan Semiconductor Manufacturing Co. (TSMC) has undergone a reorganization of its advanced packaging capacity and workforce, even as it publicly emphasizes expansion efforts. The...
Monday 11 August 2025
From cost burden to growth engine: AI revolutionizes advanced packaging
At the OCP APAC 2025 conference, a high-profile panel brought together senior executives from TSMC, ASE, MediaTek, and Synopsys to examine how chiplets, advanced packaging, and next-generation...
Sunday 10 August 2025
Trump's 100% tariff hint stirs concerns despite South Korea's MFN status
US President Donald Trump recently announced tariffs as high as 100% on certain semiconductor products. Although South Korea holds a commitment to "most favored-nation" (MFN) treatment,...
Sunday 10 August 2025
Tesla's Dojo shutdown signals new alliances with Samsung and Intel in AI race

Tesla is dismantling its in-house AI supercomputer project "Dojo" and shifting gears toward a new external chip strategy involving Samsung...

Sunday 10 August 2025
Ample Electronic unveils advanced thermal paste for AI chip cooling

Ample Electronic Technology, a leading upstream supplier of conductive pastes and thick-film conductor materials for passive components,...

Saturday 9 August 2025
Tesla orders boost Samsung's Taylor plant; OCI expands semiconductor-grade phosphoric acid production
South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer...
Saturday 9 August 2025
Nvidia under fire as US eyes chip tracking to close export loopholes
The US has imposed export controls on critical chips bound for China, but smuggling and transshipment through third countries into China continue to occur, demonstrating that the...
Friday 8 August 2025
Intel CEO rebuffs Trump resignation call in staff letter
US President Donald Trump has publicly called for Intel CEO Lip-Bu Tan to "immediately resign," accusing him of significant conflicts of interest tied to past investments in Chinese...
Friday 8 August 2025
TSMC 2nm leaks under national security probe; situation is non-critical for now
TSMC has been reported to have a leak of its 2nm process trade secrets, prompting judicial investigators to launch an investigation under suspicion of violating the National Security...
Friday 8 August 2025
Intel breaks from GPU-centric playbook as CEO Tan charts AI-focused overhaul
Intel is undergoing a sweeping strategic overhaul under CEO Lip-Bu Tan, signaling a decisive break from legacy structures and a bold push to reposition the company at the center of...
Friday 8 August 2025
Chinese companies investigated for illegal poaching of Taiwanese tech talent
The Taiwan Ministry of Justice Investigation Bureau is investigating 16 Chinese companies, including major firms such as Victory Giant Technology, Huntkey, and GoerTek, for allegedly...
Friday 8 August 2025
M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25
Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan...
Friday 8 August 2025
'China for China' becomes new rulebook for Western chipmakers
Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...
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...