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Tuesday 16 September 2025
China's SiC pricing war forces Japan to retreat while Europe holds its line
A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides...
Monday 15 September 2025
Topview Optronics poised to benefit from growing security integration demand
Topview Optronics, a subsidiary of Taiwan's Qisda Group, reported that integration efforts in the security control industry are gaining momentum. While customers previously focused...
Monday 15 September 2025
China targets CoWoP leapfrog as Taiwan holds tech edge
Recent market reports indicate that CoWoP has shown preliminary test results exceeding expectations. Nvidia, which leads its development, is expected to accelerate mass production...
Monday 15 September 2025
Japan grants up to JPY536 billion subsidy to Micron for advanced DRAM production
The Ministry of Economy, Trade and Industry (METI) of Japan announced on September 12, 2025, that it will provide Micron Technology with subsidies amounting to as much as JPY536 billion...
Monday 15 September 2025
Behind TSMC's overseas expansion roadblocks
Facing immense geopolitical risks and skepticism, TSMC has announced a costly long-term plan for expanding production facilities abroad. Among these efforts, the establishment of...
Monday 15 September 2025
Panasonic Industry to invest in new factory in Thailand for AI server materials
Panasonic Group's subsidiary, Panasonic Industry, announced plans to construct a new factory in central Thailand with an investment of JPY17 billion (approx. US$115 million). The...
Monday 15 September 2025
Nvidia reportedly moving forward with SOCAMM2, Korean memory giants set to gain
Nvidia has reportedly abandoned its initial SOCAMM1 low-power DRAM module for AI workloads, shifting focus to SOCAMM2 with faster speeds and broader supplier collaboration, including...
Monday 15 September 2025
Foxconn advances strategic investments to lead AI smart glasses industry
As the smartphone market nears saturation, smart glasses are emerging as the next frontier for AI-enabled wearable devices. Foxconn is positioning itself beyond contract assembly...
Monday 15 September 2025
India roundup: China closely watches India's role in Apple supply chain
Apple's recently launched iPhone 17 series has garnered significant global attention, with Chinese media focusing on the comparison between China and India in the company's supply...
Sunday 14 September 2025
Navitas expands GaN, SiC push from consumer electronics to AI data centers
Navitas Semiconductor is expanding its portfolio beyond consumer chargers to include advanced power solutions for solar inverters, motor drives, and AI data centers, Senior Field...
Sunday 14 September 2025
From slides to silicon: India's Suchi Semicon shows progress in chip packaging
India's push to establish itself as a semiconductor hub is beginning to yield results in the back-end packaging segment, with Suchi Semicon moving from presentation slides to actual...
Saturday 13 September 2025
SK Hynix's rumored slowing TCB investment raises concerns for Hanmi Semiconductor as bonders market expands
SK Hynix, a key supplier of HBM to Nvidia and other global clients, is reportedly scaling back its aggressive investment plans in thermo-compression bonders (TCB), equipment crucial...
Friday 12 September 2025
South Korea targets massive hydrogen market, aiming to become global leader by 2030
The South Korean government is accelerating the development of its hydrogen economy, focusing on three key policy directions: demand market expansion, supply planning, and infrastructure...
Friday 12 September 2025
Nvidia reportedly asks Samsung to double GDDR7 memory orders
Nvidia has reportedly requested Samsung Electronics Co. to significantly expand its procurement of GDDR7 graphics memory, a move expected to enhance Samsung's memory business revenue...
Friday 12 September 2025
Samsung to debut tri-fold phone as early as October, 50K units to hit Korea and China first
Samsung Electronics' new tri-fold smartphone has received Korea Certification (KC) approval, signaling that its launch is imminent. Building on the strong sales momentum of the Galaxy...