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Wednesday 6 August 2025
The China risk: what keeps global chip toolmakers up at night
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...
Wednesday 6 August 2025
TSMC leak case sounds alarm on cybersecurity
An employee at TSMC allegedly stole confidential information about the unreleased 2nm technology and leaked it to a foreign company, drawing significant market attention. In recent...
Wednesday 6 August 2025
Innoscience wins Nvidia nod, loses German patent fight
China's leading GaN semiconductor firm, Innoscience, is at the center of a high-stakes global confrontation that intertwines geopolitics, patent disputes, and market strategy. In...
Wednesday 6 August 2025
Samsung-Tesla deal marks new chapter in mission to challenge TSMC's dominance
Success in the foundry business lies in strong alliances with core clients. With Samsung Electronics winning a massive deal with Tesla, it has not only gained a lifeline to challenge...
Wednesday 6 August 2025
FuriosaAI earns unicorn recognition with Series C bridge round
South Korean AI chip startup FuriosaAI has announced it has raised US$125 million in its Series C bridge round, making it one of the few deep tech companies in South Korea with a...
Wednesday 6 August 2025
Quark is on: Alibaba enters Xiaomi's AI eyewear battle in China
Alibaba has entered China's rapidly evolving smart eyewear market with the unveiling of its in-house Quark AI glasses at the 2025 World Artificial Intelligence Conference (WAIC)....
Tuesday 5 August 2025
Taiwan's US auto tariffs down to 20%, but market stays frozen
On July 31, the White House announced a revision to its "reciprocal tariffs" policy, reducing Taiwan's auto tariff rate from 32% to 20%. Despite the cut, many Taiwanese automakers...
Tuesday 5 August 2025
Foxconn disposes of Lordstown assets amid US strategy shift
Hon Hai Precision Industry (Foxconn) announced on August 4, 2025, that its subsidiaries will dispose of assets at the Lordstown, Ohio facility, as part of a strategic shift in its...
Tuesday 5 August 2025
Taiwan pushes for trade market diversification, yet export structure remains vulnerable
The US-China trade war, launched during US President Donald Trump's first term, continues to disrupt global supply chains and reshape Taiwan's export landscape. Concerns about overdependence...
Tuesday 5 August 2025
Taiwan Mobile vows to be at forefront of upcoming AI glasses battle
Meta Platforms Inc. recently released its financial report for the second quarter of 2025, highlighting the impressive sales performance of its AI glasses, while Meta's partner, eyewear...
Tuesday 5 August 2025
Nvidia launches 800V HVDC architecture with 18 key industry partners
Nvidia recently unveiled plans for its 800V high-voltage direct current (HVDC) data center power infrastructure, sparking market interest following the release of a partial list of...
Tuesday 5 August 2025
Onsemi posts weaker margins; revenue down 15% amid soft industrial demand
On August 4, Onsemi reported second quarter 2025 revenue of US$1.47 billion, marking a 15% year-over-year decline, as weakness in the industrial sector and margin pressure weighed...
Tuesday 5 August 2025
China's Sanan Optoelectronics to acquire Dutch LED company Lumileds for US$239 million
On August 4, 2025, Sanan Optoelectronics partnered with Malaysia's Inari Amertron Berhad to acquire Dutch LED company Lumileds for US$239 million, expanding Sanan's presence in the...
Tuesday 5 August 2025
Onsemi remains cautious on tariffs, sees recovery in auto and AI segments
Onsemi flagged weak industrial and automotive demand in the second quarter of 2025 but expects modest growth ahead, with AI-related sales providing a boost. CEO Hassane El-Khoury...
Tuesday 5 August 2025
Exclusive: IC distribution shaken by CSP giant's single distributor move
The IC distribution market has faced a significant shift as one of the top four global CSPs appointed a sole distributor for its AI data center components consignment sales, transitioning...