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Wednesday 20 August 2025
Commentary: Who will lead GaN market after TSMC's 2027 exit?
Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from...
Wednesday 20 August 2025
SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround
SoftBank announced a US$2 billion investment in Intel, acquiring a 2% stake. The market views this move as a potential lifeline for the struggling chipmaker. However, foundry industry...
Wednesday 20 August 2025
US seeks Intel stake without governance rights, Lutnick says
Commerce Secretary Howard Lutnick confirmed discussions between the US and Intel Corp. for the government to take a stake in the chipmaker, casting the plan as a bid to convert Chips...
Wednesday 20 August 2025
TSMC holds the high ground on 2nm, but Samsung moves fast to close the gap
The battle for dominance in 2-nanometer (nm) chip manufacturing has officially begun. While Samsung Electronics is gaining ground by offering lower prices and faster response times,...
Wednesday 20 August 2025
Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local...
Wednesday 20 August 2025
China unveils e-beam lithography machine with precision near ASML's High-NA EUV, but faces mass production hurdles
China has unveiled its first domestically developed commercial electron-beam lithography (EBL) tool, marking a symbolic step forward in efforts to reduce reliance on foreign semiconductor...
Wednesday 20 August 2025
Vietnam urges Qualcomm to deepen investments as the country nurtures IC design capabilities
Vietnam's Prime Minister Pham Minh Chinh has called on US semiconductor giant Qualcomm to expand its investments in the country, particularly in core technology areas within the semiconductor...
Wednesday 20 August 2025
Chip toolmakers diverge: AI drives windfalls, China demand fades
Half of the world's 10 largest chip equipment makers reported profit declines or markedly slower growth in the second quarter of 2025, highlighting an uneven cycle driven by booming...
Tuesday 19 August 2025
From bicycles to graphics cards: Taiwan's export shift to the Netherlands
Trade between Taiwan and the Netherlands has evolved over the years. According to statistics from the Ministry of Finance (MOF), while Taiwan imports advanced lithography equipment...
Tuesday 19 August 2025
Huawei data center chip stuck on outdated 5nm node, teardown reveals
A recent teardown of Huawei's new Kunpeng 930 data center processor suggests the chip may still rely on TSMC's five-year-old 5nm manufacturing node. The finding underscores how US...
Tuesday 19 August 2025
Commentary: TSMC shows no fear despite 300% tariff threat
US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the...
Tuesday 19 August 2025
SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the...
Tuesday 19 August 2025
US tariff measures hit simultaneously, economic slowdown expected in 2H25
US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...
Tuesday 19 August 2025
SoftBank to invest US$2B in Intel, strengthening US semiconductor ties
On August 18, SoftBank Group Corp. and Intel Corporation announced the signing of a definitive securities purchase agreement under which SoftBank will invest $2 billion in Intel common...
Tuesday 19 August 2025
Commentary: Trump weighs 10% stake in Intel as US explores new model of industry control

The Trump administration is reportedly weighing a plan to take a 10% stake in Intel, potentially...