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NEWS TAGGED WAFER
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...
Thursday 24 April 2025
UMC expects rebounds in 2Q25, denies merger rumors with GlobalFoundries
United Microelectronics Corp. (UMC) reported a consolidated revenue of NT$57.86 billion (approx. US$1.78 billion) for the first quarter, down 4.2% sequentially but up 5.9% year-over-year...
Monday 21 April 2025
Samsung faces delays in 1c DRAM development, raising concerns over HBM4 timeline

Samsung Electronics is encountering delays in the development of its next-generation 1c DRAM chips, according to sources familiar with...

Friday 18 April 2025
7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Thursday 17 April 2025
Beijing targets 'Made in USA' chips as trade war turns surgical
The US-China trade war is stuck in a deadlock, with both governments refusing to back down. Beijing's early defiance—vowing to "fight to the end"—gave way to silence after...
Thursday 17 April 2025
Mature-node tariff clash brews: Taiwan chipmakers tread carefully
As US-China tariff tensions intensify, Beijing has indicated plans to impose steep duties on American semiconductor firms. According to the China Semiconductor Industry Association...
Thursday 17 April 2025
From Belgium to Beijing: Melexis rewires its China strategy with local manufacturing muscle

Melexis, a Belgian semiconductor supplier, unveiled a new China strategy on April 16, marking a deeper push into localization and regional...

Monday 14 April 2025
US-China tariff clash escalates; hits semiconductor sector but boosts China's domestic chipmakers

Since President Donald Trump declared April 2 as "Liberation Day" and unveiled sweeping reciprocal tariffs, the US-China trade war has...

Monday 14 April 2025
MA-Tek sees revenue surge with strong Japanese and Chinese demand

Benefiting from contributions from Japanese laboratories and the return of large orders from Chinese clients, Materials Analysis Technology...

Thursday 10 April 2025
SK Group seeks to sell majority stake in semiconductor wafer maker SK Siltron
SK Group is looking to sell its majority stake in semiconductor wafer manufacturer SK Siltron, according to South Korean media reports citing industry sources. The conglomerate has...
Wednesday 9 April 2025
The Great Tech Reset 7: China's ambitious roadmap to semiconductor self-sufficiency
Compared to the wafer fabrication industry, which is highly restricted by equipment limitations, China's IC design sector—based on the opportunities within its domestic market—appears...
Wednesday 9 April 2025
Global wafer foundry industry and status, 2025

Introduction

Tuesday 8 April 2025
Kumamoto prefecture: TSMC's Japan investment undeterred by Trump tariffs
Kumamoto Governor Takashi Kimura recently affirmed that Taiwan Semiconductor Manufacturing Company's (TSMC) commitment to its investments in Japan, particularly in Kumamoto Prefecture,...