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Friday 11 July 2025
With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025
With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael...
Friday 11 July 2025
Samsung recalibrates chip strategy as 2nm becomes the new battleground
Samsung Electronics is entering a period of introspection and recalibration in its semiconductor foundry business, shifting focus from speed-driven innovation to consolidating its...
Friday 11 July 2025
GaN surge: Innoscience targets 20K/month 8-inch wafer milestone by year-end

Innoscience, a leading Chinese GaN specialist, plans to expand its monthly production of 8-inch (200mm) wafers from 13,000 to 20,000...

Friday 11 July 2025
Korea’s Rebellions taps Taiwan alliance to challenge Nvidia in AI chip race
Seoul-based AI chip startup Rebellions is moving fast to stake its claim as South Korea's top domestic supplier of artificial intelligence (AI) semiconductors. The company is ramping...
Friday 11 July 2025
Advanced packaging crisis hits as Asahi Kasei halts PSPI supply
Risks continue emerging one after another as the supply shortage of essential advanced packaging materials from Japan's chemical giant Asahi Kasei continues to escalate.
Thursday 10 July 2025
Jim Keller to headline RISC-V Summit in Shanghai, highlighting China's open-source chip ambitions
Jim Keller, acclaimed semiconductor architect and Tenstorrent CEO, will deliver his first keynote at the fifth RISC-V Summit China from July 16 to 19 in Shanghai. His speech, "Open...
Thursday 10 July 2025
Ford reboots US battery plant after tax shift clears CATL licensing path
Ford will move forward with its US$3 billion lithium iron phosphate (LFP) battery plant in Marshall, Michigan, after the Trump administration's US$3.4 trillion budget bill preserved...
Thursday 10 July 2025
Stay or relocate: Taiwan makers weigh exodus amid weak government support
The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing...
Thursday 10 July 2025
TSMC's CoPoS spurs industry shift as AI chip packaging hits glass ceiling
The global supply of CoWoS, or Chip-on-Wafer-on-Substrate, is tightening as demand for high-performance computing chips in AI applications continues to surge. These chips are simultaneously...
Thursday 10 July 2025
India's Sahasra strengthens European presence with metering, supply chain partnerships
Sahasra Electronic Solutions Limited (SESL), part of the India-based Sahasra Group of Companies, has announced two strategic developments aimed at expanding its international footprint...
Thursday 10 July 2025
Phison 2Q25 revenue hits record as NAND controller shipments surge
NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained...
Thursday 10 July 2025
LG Energy Solution swings to profit as US battery demand lifts results
South Korea's LG Energy Solution (LGES) posted a significantly stronger operating profit in the second quarter of 2025, ending a streak of six consecutive quarters of losses and highlighting...
Wednesday 9 July 2025
Tax policy uncertainty stalls Taiwan's auto sector despite govt push
As the calendar turns to July, major car brands across Taiwan are rolling out aggressive promotional campaigns in a bid to jumpstart lackluster sales. However, while automakers are...
Wednesday 9 July 2025
TSMC's GaN market exit creates opening for Samsung, Asian chip race rage on
TSMC's recent decision to phase out its gallium nitride (GaN) foundry business is sending ripples through the compound semiconductor industry, opening the door for new contenders...
Wednesday 9 July 2025
Taiwanese PCB firms navigate new tariff landscape, strategically pivots across Thailand, Vietnam, and Malaysia
The Trump administration has announced new reciprocal tariffs on Southeast Asian countries to address origin washing in supply chains. This move adds complexity to the manufacturing...