CONNECT WITH US
NEWS TAGGED SUPPLIER
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
SEMICON Taiwan 2025: 15 Kyushu chip suppliers eye Taiwan market as TSMC spurs Japan-Taiwan investment links
TSMC's plant in Kumamoto, Japan, is fueling deeper investment ties between Kyushu and Taiwan. On September 10, 15 semiconductor suppliers from Fukuoka and Kumamoto exhibited at SEMICON...
Thursday 11 September 2025
PTI aims to be first FOPLP supplier in AI server supply chain
Fan-out panel-level packaging (FOPLP) is poised to become the next-generation advanced packaging technology, driving industry competition and research investment. Leading outsourced...
Thursday 11 September 2025
Shenzhen Dual-expo Spotlight | Sunny Optical flags fatal flaws in smart glasses but sees AR growth ahead
Sunny Optical Technology (Group) Company, a major supplier in the global optics supply chain, featured prominently at this year's China International Optoelectronic Exposition (CIOE),...
Wednesday 10 September 2025
TSMC reports 33.8% revenue increase in August, outlook shaped by AI demand and margin pressures
TSMC posted strong revenue growth in August 2025, recording approximately NT$335.77 billion (approx. US$11.03 billion). The result marks a 3.9% increase from July and a 33.8% rise...
Tuesday 9 September 2025
DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's...

Monday 8 September 2025
Rebellions become billion-dollar battleground for Samsung, SK Hynix
Rebellions, a rising South Korean AI chipmaker, has become a focal point in the rivalry between Samsung Electronics and SK Hynix as the two giants compete for leadership in next-generation...
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders...
Monday 8 September 2025
Samsung solidifies lead as Apple's top display supplier

Samsung Display (SDC), LG Display (LGD), and China's BOE are expected to maintain their positions in Apple's iPhone panel supply chain...

Wednesday 3 September 2025
GCCS poised for growth in China+1 SiC substrate market
Taiwan's GCCS has become a preferred third-party supplier for global semiconductor and EV giants amid China's SiC substrate price wars. Chairman Chung-Chieh Chang expects long-term...
Tuesday 2 September 2025
Saudi Arabia targets third place in global AI race with massive data center investments
Saudi Arabia aims to become a leading global AI supplier, positioning computing power as its new economic focus. The kingdom targets reaching the world's third-largest AI supplier...
Saturday 30 August 2025
TSMC supplier AMC rewires its future with warpage-control materials after LCD collapse

Taiwan's LCD panel industry, which peaked at over NT$1 trillion in 2007, collapsed within years and became unprofitable. The decline...

Friday 29 August 2025
Nvidia to face trial in November over Valeo trade secret claims, US judge rules
A federal judge in California has ruled that Nvidia must stand trial in November over allegations it benefited from trade secrets taken from French auto supplier Valeo, Bloomberg...
Friday 29 August 2025
TSMC to tighten supplier audits, targeting firms with deep China ties ahead of 2nm rollout
Reports of TSMC halting Chinese equipment use and auditing Taiwanese suppliers have raised concern. The company said it does not comment on rumors, stressing its focus on risk management...
Friday 29 August 2025
Horizon Robotics cements lead in China's auto driving chips, eyes full autonomy within a decade
China's fast-growing autonomous driving market has cemented Horizon Robotics as the country's leading automotive chip supplier. The company posted first-half 2025 revenue of CNY1.567...