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Tuesday 20 May 2025
TSMC supplier AEMC ramps up in Taiwan, defers US plans until post-2030
TSMC is fast-tracking its capacity expansion with plans to build nine new facilities in 2025, including eight wafer fabs and one advanced packaging plant. The move has energized sentiment...
Friday 16 May 2025
GlobalWafers opens advanced US silicon wafer plant, plans additional US$4bn investment
GlobalWafers has officially launched its US$3.5 billion silicon wafer manufacturing facility in Sherman, Texas, marking the first fully integrated 12-inch wafer production line built...
Friday 16 May 2025
AI powers breakthrough in Micro LED manufacturing by Rayleigh Vision Intelligence
As Micro LED technology approaches mass production, high costs remain a major barrier to broader market adoption. However, a breakthrough from Taiwanese startup Rayleigh Vision Intelligence...
Wednesday 14 May 2025
From flagship to family car: SiC drives China's EV boom amid intense price wars
Although the 2025 Shanghai International Auto Show has concluded, its ripple effects continue to shape the automotive landscape. Bolstered by the Chinese government's early implementation...
Wednesday 14 May 2025
Huawei-tied SiCarrier guns for US$2.8 billion funding as China advances chip tool self-sufficiency
SiCarrier, a Chinese semiconductor equipment startup backed by the Shenzhen municipal government, is seeking to raise US$2.8 billion in its first funding round, targeting a valuation...
Friday 9 May 2025
Japan's Denso, Rohm forge chip alliance targeting EVs and autonomous driving
On May 8, Japanese automotive parts supplier Denso and chipmaker Rohm Semiconductor announced a strategic partnership aimed at deepening collaboration in semiconductor development...
Friday 9 May 2025
As US-China tech decoupling deepens, Chinese firm breaks ground in advanced chip inspection equipment

As tensions escalate between the US and China over semiconductor technology, China has placed domestic innovation in chipmaking tools...

Thursday 8 May 2025
Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%
Benefiting from customers' early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million)...
Wednesday 7 May 2025
GlobalWafers' proactive expansion with two US plants reduces tariff risks
Driven by capacity expansion and valuation changes of its Siltronic AG shares, GlobalWafers (GW) reported a net profit after tax of NT$1.46 billion (approx. US$48.3 million) in the...
Wednesday 7 May 2025
Fujifilm reportedly building semiconductor materials factory in India; initial supply is for Tata Electronics' wafer plant
According to Nikkei, Japanese semiconductor materials maker Fujifilm reportedly plans to set up a factory in Gujarat, India, aiming to start production by 2028. The company...
Wednesday 7 May 2025
US manufacturing renaissance spurs China's strategic semiconductor expansion
China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese...
Monday 5 May 2025
China's 28nm foundry capacity to hit 31% by 2027 as SMIC, HLMC, Nexchip ramp up

China is rapidly expanding mature-node chip production at key sites, including SMIC's fabs in Beijing, Shenzhen, Shanghai Lingang, and...

Monday 28 April 2025
How US chip equipment makers could shield US$10B in China sales from tariffs
Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands,...
Monday 28 April 2025
Samsung cautions US on potential risks of China tech sanctions
Samsung Electronics reportedly submitted a statement to the US Department of Commerce (DOC), warning that American sanctions targeting China's advanced technology could lead to "unintended...
Thursday 24 April 2025
TSMC's global expansion faces critical workforce challenge
TSMC is struggling with workforce constraints as it builds 24 new fabrication plants globally, potentially threatening its ambitious expansion timeline, Chairman C.C. Wei revealed...