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Thursday 16 October 2025
OCP Summit: Taiwan emerges as backbone of global AI supply chain
Speaking at the 2025 OCP Global Summit in California, Eric Huang, Vice President of DIGITIMES, delivered a keynote address spotlighting Taiwan's pivotal role in the fast-evolving...
Thursday 16 October 2025
Dutch seizure of Nexperia raises stakes for Chinese tech assets abroad
In a dramatic escalation of the US-China tech war, the Dutch government has seized control of the Netherlands-based semiconductor manufacturer Nexperia, invoking a Cold War-era emergency...
Thursday 16 October 2025
ASML sees continued growth in EUV demand, confident in High NA progress
ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...
Thursday 16 October 2025
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...
Thursday 16 October 2025
TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025
Nexperia’s crisis shows how supply chain pain can become China’s gain
As the US tightens its grip on tech exports, China is fighting back with a "whole-supply-chain" strategy. The escalating trade confrontation is sending ripple effects through global...
Thursday 16 October 2025
Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer...

Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
L&T Semiconductor partners with Foxconn's HYS to develop high-voltage power wafers
On October 14, 2025, L&T Semiconductor Technologies (LTSCT) announced a long-term partnership with Foxconn subsidiary Hon Young Semiconductor (HYS) to jointly develop and manufacture...
Wednesday 15 October 2025
Semiconductor material distributors post strong revenue growth from AI and HPC demand
Several semiconductor materials distributors have posted robust revenue growth, reflecting rising demand driven by advancements in artificial intelligence (AI) and high-performance...
Wednesday 15 October 2025
OCP Summit: Arm redefines AI infrastructure with open chiplet collab
At the OCP Global Summit 2025, Arm's Mohamed Awad, Senior Vice President and General Manager of Infrastructure Business, delivered a keynote urging the data center industry to rethink...
Wednesday 15 October 2025
Beijing rallies support for Wingtech as subsidiary Nexperia faces dual sanctions from US and China
Chinese tech conglomerate Wingtech Technology and its Dutch subsidiary Nexperia have been caught in an escalating geopolitical storm, facing export restrictions from both the US and...
Wednesday 15 October 2025
Nvidia set to overtake Apple as TSMC's biggest customer in 2025
A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...