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Thursday 24 July 2025
Huawei's shadow fab (1): the secret chip agenda at the heart of Shenzhen
As US–China tech tensions escalate, semiconductors have become the focal point in a broader race for technological sovereignty. Three obscure yet strategically vital wafer foundries,...
Wednesday 23 July 2025
PSMC reports bigger 2Q25 loss, stronger Taiwan Dollar and weak chip prices offset Tata deal gains
Powerchip Semiconductor Manufacturing Company (PSMC) reported a steeper net loss in the second quarter of 2025, as a stronger New Taiwan dollar and weakening wafer average selling...
Thursday 17 July 2025
TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief
Despite ongoing uncertainties in the global market, including tariffs and consumer electronics conditions, TSMC chairman C.C. Wei stated that no significant changes in client behavior...
Tuesday 15 July 2025
Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle
Dutch lithography equipment giant ASML announced it will release its second quarter 2025 earnings report at 2 pm Taiwan time on July 16, one day ahead of TSMC. A major concern for...
Monday 14 July 2025
Intel cuts jobs at Israel's Fab 28 as new CEO rethinks global footprint
Intel has initiated job cuts at its Fab 28 wafer fabrication plant in Kiryat Gat, Israel, marking the first time the facility—one of the chipmaker's three largest global manufacturing...
Monday 14 July 2025
Next-gen semiconductor push: SK Hynix prepares laser cutting overhaul for ultra-thin wafers

As the semiconductor industry pushes the boundaries of chip performance, manufacturing processes are being forced to adapt. In preparation...

Monday 14 July 2025
Kioxia, YMTC jump ahead with wafer-bonded NAND in volume production
Kioxia and YMTC are pioneering the use of wafer bonding technologies— CMOS directly Bonded to Array (CBA) and Xtacking, respectively — for next-generation NAND flash memory...
Friday 11 July 2025
NXP plots wafer shift to China as new CEO joins push for local supply chain
Kurt Sievers, the CEO of Dutch semiconductor giant NXP Semiconductors, who is set to officially step down at the end of October 2025, recently visited Shanghai and met with the mayor...
Wednesday 9 July 2025
South Korea's Hana cracks TGV glass substrate market with eye on AI chip boom
Hana Technology, a South Korean equipment maker formerly focused on battery solutions, has developed core Through Glass Via (TGV) technology for semiconductor glass substrates, signaling...
Wednesday 9 July 2025
Ex-SEMI China head leads E-Town Semiconductor to explosive STAR Market debut
Beijing E-Town Semiconductor Technology Co., Ltd. (E-Town), a Chinese supplier of semiconductor manufacturing equipment, went public on the Shanghai STAR Market on July 8, 2025. The...
Wednesday 9 July 2025
Intel halts in-house glass substrate development as Tan avoids 'R&D trap'
Glass substrates are considered one of the key directions for advanced packaging development, especially showing significant potential in high-performance computing (HPC) and data...
Tuesday 8 July 2025
China's semiconductor dreams stumble as another fab collapses
On June 13, 2025, Jiangsu Advanced Memory Semiconductor Co., Ltd. (AMS) announced that its restructuring plan had been abandoned. The planned investment from Huaxin Jiechuang Integrated...
Friday 4 July 2025
Infineon targets 4Q25 for 12-inch GaN sample rollout as scaling accelerates
Infineon Technologies AG has announced progress in its scalable gallium nitride (GaN) semiconductor manufacturing using 12-inch wafers, aiming to supply customer samples by the fourth...
Friday 4 July 2025
Global CoWoS players and capacity, 2025-2026

Introduction

Thursday 3 July 2025
TSMC confirms exit from GaN wafer foundry business; PSMC secures Navitas transfer orders
Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation semiconductor material, with related production lines at...