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Tuesday 23 September 2025
Tesla reportedly recruiting semiconductor talent to boost AI6 chip and 2nm Samsung collaboration
Tesla is actively recruiting semiconductor experts to enhance its next-generation chip development and mass production capabilities. Recent reports indicate that Samsung Electronics'...
Tuesday 23 September 2025
Samsung races to supply Nvidia with HBM3E, WAT results crucial
Despite previously facing overheating issues, Samsung Electronics is preparing to supply its fifth-generation high bandwidth memory (HBM3E) to Nvidia. However, opinions within the...
Tuesday 23 September 2025
Nvidia-Intel alliance to boost long-term demand for ABF substrates
Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations,...
Tuesday 23 September 2025
Commentary: Why Intel is joining Nvidia's NVLink camp and what it means for AI chips
Nvidia's US$5 billion move to acquire a 4% stake in Intel isn't about the money — it's about survival strategy. The real issue is how Intel, struggling to regain relevance in...
Tuesday 23 September 2025
Commentary: How did Intel go from AMD ally to Nvidia partner?
On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel...
Tuesday 23 September 2025
TSMC extends lead in foundry market as Samsung loses ground
The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan's TSMC solidifying its dominance while rival Samsung Electronics falls...
Tuesday 23 September 2025
12-inch SiC substrates poised for two-phase entry onto CoWoS packaging
After two years of falling prices and sluggish commercialization in the 8-inch silicon carbide (SiC) wafer market, the industry is pinning new hopes on advanced packaging for AI chips...
Tuesday 23 September 2025
Yole Group CEO interview (Part 1): TSMC dominates AI era as supply chain dynamics undergo massive shifts
The semiconductor industry is experiencing its most dramatic transformation in decades, driven by artificial intelligence's relentless demand for computing power. Traditional boundaries...
Tuesday 23 September 2025
Nvidia-Intel alliance deepens US-China tech divide
Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key...
Tuesday 23 September 2025
Episil bets on SiC and GaN for Q4 rebound as compound semiconductor market bottoms out

Episil and its epitaxy-focused subsidiary Episil Precision, spanning both silicon (Si) and wide-bandgap semiconductors such as silicon...

Monday 22 September 2025
Nvidia invests in Intel; Acer founder says TSMC still far ahead in foundry sector
Nvidia's investment of US$5 billion in Intel sent shockwaves through the semiconductor industry. Stan Shih, founder of Acer, commented that while the US requires a healthier industry...
Monday 22 September 2025
MediaTek unveils Dimensity 9500 with dual-core NPU architecture for major performance leap
MediaTek has officially launched its new smartphone system-on-chip (SoC), the Dimensity 9500. Built on TSMC's advanced N3P process technology, it currently offers the best balance...
Monday 22 September 2025
MediaTek aims to boost smartphone market share to 40% with sew flagship chips
MediaTek this week unveiled its flagship Dimensity 9500 SoC. After the launch event in Taiwan, senior executives outlined their outlook for the company's mobile business.
Monday 22 September 2025
Samsung secures IBM chip orders, taps China clients as advanced node struggles linger
Samsung Electronics has reportedly won IBM's foundry order for its next-generation Power11 data center CPU, produced on an enhanced 7nm (7LPP) process. The node, the world's first...
Monday 22 September 2025
Sunengine enters CPO advanced packaging supply chain
The explosive growth in AI computing demand is driving increased needs for GPUs, ASICs, and other components, accelerating the rapid development of global data center infrastructure...