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Thursday 17 July 2025
ASML withholds High NA EUV order disclosures amid strong system upgrades and logic demand
In the latest earnings call held on late July 16, ASML revealed that customers have requested it to withhold details on High NA EUV order volumes, despite growing demand. While EUV...
Thursday 17 July 2025
ASML sees easing of export rules as ecosystem boost despite China backlog cut
In an earnings call on July 16, ASML said the loosening of export restrictions on AI chips and design tools for China is a positive sign for the global semiconductor ecosystem. While...
Thursday 17 July 2025
ASML flags rising uncertainty in 2026 outlook amid tariff concerns
ASML executives warned of growing uncertainty in their 2026 outlook, citing escalating trade tensions and shifting customer sentiment. During the company's second-quarter 2025 earnings...
Thursday 17 July 2025
China's Wingtech reboots C-suite as it doubles down on semiconductors
Wingtech Technology announced on July 15 a sweeping leadership overhaul as it shifts its core strategy toward semiconductors, following the divestiture of its consumer electronics...
Thursday 17 July 2025
Adata surges on memory boom, eyes AI and Biotech for next growth wave
Taiwanese memory module maker Adata Technology reported after-tax profit of NT$462 million (US$15 million) in June 2025, marking a dramatic turnaround from a loss in the same month...
Wednesday 16 July 2025
LG enters hybrid bonding tool race, challenging Samsung and Hanwha
LG Electronics is making a bold push into the high-end semiconductor equipment market, setting its sights on hybrid bonding (HB) tools, critical for producing next-generation high-bandwidth...
Wednesday 16 July 2025
As Huawei Ascend courts the Middle East and Southeast Asia, Washington raises red flags
In early July, the US Department of Commerce issued a stark warning: using Huawei's Ascend AI chips "anywhere in the world" could be considered a violation of US export controls....
Wednesday 16 July 2025
Broadcom launches Tomahawk Ultra AI networking chip built on TSMC's 5nm process to challenge Nvidia
Broadcom has launched its latest Tomahawk Ultra Ethernet switch chip, fabricated using TSMC's 5nm process, targeting high-performance AI infrastructure with a design aimed squarely...
Wednesday 16 July 2025
Samsung, S&S Tech advance EUV mask localization to reduce reliance on Japan's Hoya
Samsung Electronics is accelerating efforts to localize the production of extreme ultraviolet (EUV) blank masks in South Korea through a collaboration with domestic partner S&S...
Wednesday 16 July 2025
ASML posts strong results, eyes growth amid China curbs and tariff concerns
ASML reported robust second-quarter earnings, with sales rising 23% year-over-year to EUR7.69 billion (US$8.94 billion), driven by upgrade demand and cost efficiencies. While tariff...
Wednesday 16 July 2025
Semco targets automotive, industrial MLCCs amid AI surge
Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics...
Wednesday 16 July 2025
Penang's OSAT boom: ASE, Tongfu, Inari lead charge in advanced packaging
Malaysia has steadily developed its outsourced semiconductor assembly and testing (OSAT) industry, with Penang — often called the "Silicon Valley of the East" — at its...
Wednesday 16 July 2025
From decline to recovery: Japan's semiconductor lessons for South Korea
Facing mounting challenges at home and intensifying global competition, South Korea's semiconductor industry is at a crossroads. Now, a growing chorus of experts is urging Seoul to...
Wednesday 16 July 2025
Hanmi Semiconductor says hybrid bonders too costly for HBM4, HBM5 production
Hanmi Semiconductor's chairman dismissed hybrid bonder equipment as impractical and too expensive for next-generation high-bandwidth memory production, as the South Korean company...
Wednesday 16 July 2025
Malaysia's swift crackdown on AI chip exports aims to safeguard data center boom
The Malaysian Ministry of Investment, Trade and Industry (MITI) has announced that exports, transshipments, and transit of US-origin artificial intelligence (AI) chips will now require...