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Monday 11 August 2025
Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...
Monday 11 August 2025
South Korea accelerates AI data center expansion amid global compute race
With the rapid development of the global AI industry, demand for high-performance computing and GPU resources continues to rise, and the global AI data center market is expanding...
Monday 11 August 2025
Toshiba's Japan Semiconductor to boost foundry output 50% by 2029, eyes SiC and GaN chips
Japan Semiconductor, a chipmaker under Toshiba, is seeking to significantly expand its contract chip manufacturing operations, aiming to lift output by 50% from 2024 levels by the...
Monday 11 August 2025
Samsung reportedly planning to produce iPhone image sensors in Texas, but keep packaging in Korea
Samsung Electronics will build a CMOS image sensor (CIS) production line at its Austin, Texas, semiconductor facility for Apple's next-generation iPhones, but the chips' back-end...
Monday 11 August 2025
South Korea urged to fast-track AI law to safeguard competitiveness amid US-China rivalry
South Korea recently held a public hearing on the proposed Special Act on AI Industry Development, with industry leaders urging the government to speed up its review. Youchul Kim,...
Monday 11 August 2025
Sharp reports net profit after asset sale
Sharp Corporation reported a net profit of JPY27.2 billion (approx. US$184.21 million) for the April to June 2025 quarter, reversing a loss of JPY1.2 billion in the same period last...
Monday 11 August 2025
Taiwan leads global SiPh development; optical industry set for explosive growth by 2027
Silicon photonics (SiPh) is one of the most critical technologies in the AI world and broadband sectors, according to Paul Liu, chairman of Taiwan's National Development Council (NDC)...
Monday 11 August 2025
TSMC eyes record-breaking 2025 as AI chip boom fuels 3nm dominance
Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of approximately NT$323.166 billion (US$10.82 billion) in July, marking a 22.5% increase from June and...
Monday 11 August 2025
TSMC fine-tunes advanced packaging, delays projects, and trims low-return ops
Taiwan Semiconductor Manufacturing Co. (TSMC) has undergone a reorganization of its advanced packaging capacity and workforce, even as it publicly emphasizes expansion efforts. The...
Monday 11 August 2025
Taiwan chipmakers sidestep HBM giants with tailored edge-AI memory
Taiwanese memory chipmakers are intensifying efforts to capture growth in customized AI applications, unveiling low-power, high-bandwidth alternatives to High Bandwidth Memory (HBM)...
Monday 11 August 2025
Samsung, SK Hynix rush to secure Nvidia's SOCAMM supply chain — before it becomes the next HBM

After vying for leadership in the high-bandwidth memory (HBM) market, South Korea's top memory chipmakers, Samsung Electronics and SK...

Sunday 10 August 2025
China's EV makers slashing prices, ignoring government warnings
Despite repeated clear statements from the Chinese central government urging automakers to stop vicious price-cutting, the market's price war has not eased. Instead, it has intensi...
Sunday 10 August 2025
Trump's 100% tariff hint stirs concerns despite South Korea's MFN status
US President Donald Trump recently announced tariffs as high as 100% on certain semiconductor products. Although South Korea holds a commitment to "most favored-nation" (MFN) treatment,...
Sunday 10 August 2025
Far EasTone participates in LiTV's new funding round to deepen video streaming content
Far EasTone Telecommunications (FET) held its earnings call for the second quarter of 2025 on August 6, during which the company also revealed that its board of directors has approved...
Sunday 10 August 2025
Satellite insurance raises cost for Taiwan's satellite push
Taiwan Space Agency (TASA) is taking a bold step toward industrializing its satellite manufacturing sector, announcing a NT$24.9 billion (US$833 million) initiative to develop a commercial...