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Tuesday 3 June 2025
SoftBank and Intel forge AI memory venture to challenge HBM dominance
Japan's SoftBank has partnered with Intel to co-develop cutting-edge DRAM tailored for AI applications, aiming to challenge the incumbent High Bandwidth Memory (HBM) technology. The...
Tuesday 3 June 2025
Waffer Technology sees May revenue dip but expects recovery on auto rebound and magnesium alloy demand
Waffer Technology, a key supplier of magnesium and aluminum structural parts, reported NT$532 million (approximately US$17.8 million) in revenue for May 2025, reflecting an 11.08%...
Tuesday 3 June 2025
BOE's OLED surge stirs déjà vu for South Korea's display sector
BOE Technology Group is fast-tracking its 8.6-generation (8.6G) OLED production line in Chengdu, raising red flags for South Korean display makers. Having already ceded LCD leadership...
Tuesday 3 June 2025
TSMC and UMC struggle with strong NT$; Largan faces record foreign exchange losses
The tariff war has temporarily paused, but the biggest challenge currently facing the semiconductor and technology industries is the sharp appreciation of the New Taiwan dollar (NT$)...
Tuesday 3 June 2025
HannStar reports loss for 2024, steps up transition to niche market applications
HannStar Display, a Taiwanese panel maker catering mainly to the small- to medium-size market segment, has reported a net loss of NT$5.325 billion (US$178 million) for 2024. The company...
Tuesday 3 June 2025
South Korea's chip crown becomes a strategic burden

South Korea's leadership in DRAM, NAND, and high-bandwidth memory (HBM) is becoming a strategic liability amid rising US-China friction. With SK...

Monday 2 June 2025
China steps up measures to quell auto market chaos
China's car market has been grappling with the fallout from intense competition and cutthroat price slashing, forcing the government to repeatedly intervene. Misleading marketing language...
Monday 2 June 2025
Apple's stable foundation and diversified supply reduce tariff impact, but industry experts remain cautious
The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented...
Monday 2 June 2025
Cloud Ninjas builds assistant robots with GenAI and creates new framework for AI smart manufacturing
Smart manufacturing has become a global consensus in the manufacturing industry due to the rapid changes in consumer market demand. The implementation scenarios that incorporate generative...
Monday 2 June 2025
Nvidia revenue jumps 69% despite China chip ban costs
Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...
Monday 2 June 2025
VinFast targets festive season EV launch in India, plans local production and hiring scale-up
Vietnamese electric vehicle maker VinFast plans to launch its VF6 and VF7 models in India ahead of this year's festival season, as it sets its sights on becoming a key player in the...
Monday 2 June 2025
Renesas scraps SiC production plan amid rising Chinese challenge
Japanese chipmaker Renesas Electronics has scrapped its plan to mass-produce silicon carbide (SiC) power semiconductors, originally set to begin in early 2025 at its Takasaki plant...
Monday 2 June 2025
Applied Materials reportedly partners with Absolics in glass substrate
Applied Materials has entered the semiconductor glass substrate market, reportedly developing the industry's most advanced lithography equipment dedicated to this emerging segment...
Monday 2 June 2025
Wolfspeed's missteps fuel decline as China closes silicon carbide gap
Wolfspeed, once the dominant supplier of silicon carbide (SiC) materials, is now grappling with financial distress as its market lead continues to erode. Just five years ago, the company...