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Wednesday 4 June 2025
CoWoS material shortage triggers AI supply chain concerns; TSMC and ASE expected to receive priority access
As the surge in demand for high-performance computing (HPC) chips driven by artificial intelligence (AI) continues, the semiconductor industry has reported that Japanese chemical...
Tuesday 3 June 2025
Huawei's Hubble shifts gears: from chips to AI, robotics
Huawei launched Hubble Technology Investment Co. in response to US sanctions in 2019, a wholly owned subsidiary aimed at accelerating China's push for semiconductor independence....
Tuesday 3 June 2025
Nittobo announces 20% price increase on fiberglass products
Leading Japanese glass cloth manufacturer Nittobo Boseki announced on June 2, 2025, that it will increase the price of certain fiberglass products in its composite materials business...
Tuesday 3 June 2025
Chip packaging material shortage deepens as top supplier raises prices 20%
Rising artificial intelligence chip demand has strained supplies of critical materials used in advanced semiconductor packaging, with Japan's Nittobo announcing price increases of...
Monday 2 June 2025
Trump holds reins on Wolfspeed's future as foreign buyers balk at 'Made in USA' cost burden
Wolfspeed, the US leader in silicon carbide (SiC) materials and a key player in the power semiconductor supply chain, has denied recent bankruptcy rumors. However, delays in receiving...
Monday 2 June 2025
Wolfspeed's missteps fuel decline as China closes silicon carbide gap
Wolfspeed, once the dominant supplier of silicon carbide (SiC) materials, is now grappling with financial distress as its market lead continues to erode. Just five years ago, the...
Monday 2 June 2025
Wah Hong targets micro LED and drone battery growth
At its recent annual shareholder meeting, optical film manufacturer Wah Hong announced the successful approval of key proposals, outlining its strategic direction for the future....
Saturday 31 May 2025
Samyang eyes Japan acquisitions to diversify beyond food and chemicals
South Korea's Samyang Holdings, a conglomerate traditionally rooted in food and chemicals, is setting its sights on Japan's semiconductor supply chain as part of a strategic pivot...
Wednesday 28 May 2025
Gtoc bets on Vietnam and ultra-thin glass in push for display dominance
As global display technologies pivot toward thinner, lighter, and more flexible form factors — especially for automotive and smart device applications — Taiwanese glass...
Wednesday 28 May 2025
Huawei assembles China's Merck: Zhuhai Cornerstone to secure chipmaking materials
Huawei is reportedly supporting Zhuhai Cornerstone Technologies Co. in a strategic effort to localize chipmaking materials and reduce reliance on foreign suppliers. Founded in 2022,...
Tuesday 27 May 2025
TSMC's CoWoS boom squeezes substrates, stirs NAND pricing
Mitsubishi Gas Chemical (MGC), the world's leading supplier of BT substrate base materials, has notified clients of delayed shipments due to tightening raw material supply. The growing...
Tuesday 27 May 2025
Topco rides semiconductor rebound as wafer shipments climb, photoresist demand heats up
Topco Scientific Co. (TSC), a leading supplier of semiconductor and optoelectronics materials, anticipates a gradual rebound in the chip industry through 2025. Chairman Jeffery Pan...
Monday 26 May 2025
China's export controls on advanced equipment disrupt global manufacturing expansion
As geopolitical tensions continue to reshape global supply chains, manufacturers expanding production overseas are facing fresh hurdles due to China's tighter export controls on advanced...
Monday 26 May 2025
China eases rare earth curbs, drone makers to resume shipments
China has quietly relaxed export restrictions on rare earth elements crucial for drone manufacturing after the controls threatened to derail the industry's growth, according to people...
Thursday 22 May 2025
Taiwan's Win Win Precision accelerates global expansion as solar unit nears profitability
Win Win Precision Technology is positioning itself as a key enabler for semiconductor manufacturers while accelerating support for clients' global localization strategies. The Taiwan-based...