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Thursday 11 September 2025
iPhone 17 strategy: three distinct lines, AI takes backseat
Apple's new generation iPhone 17 series has officially debuted, sparking renewed market discussion. The three new models each have distinct features. The iPhone 17 Pro series boasts...
Thursday 11 September 2025
Shenzhen Dual-expo Spotlight | China leans on laser chips to localize AI data centers and bypass tariffs
The China International Optoelectronic Exposition (CIOE) and SEMI-e 2025 Semiconductor Innovation Exhibition kicked off in Shenzhen on September 10, underscoring the laser industry's...
Thursday 11 September 2025
Shenzhen Dual-expo Spotlight | Sunny Optical flags fatal flaws in smart glasses but sees AR growth ahead
Sunny Optical Technology (Group) Company, a major supplier in the global optics supply chain, featured prominently at this year's China International Optoelectronic Exposition (CIOE),...
Thursday 11 September 2025
Taiwan emerges as AI hotspot: Merck highlighting trio of semiconductor development trends
Merck has pointed out that the semiconductor industry's growth curve has reached a combined output value of EUR650 billion (US$760.4 billion) and is expected to surpass EUR1 trillion...
Thursday 11 September 2025
ACM Research courts TSMC as US–China dual-listed chip equipment maker bets on Taiwan expansion
ACM Research (Shanghai), Inc., dual-listed in the US and China, is maneuvering through Washington's escalating curbs on China's chip industry. Chairman David Wang emphasized that...
Thursday 11 September 2025
Apple brings vapor chamber cooling to iPhone 17 Pro after six-year wait, yet many suppliers now chase AI servers
Apple is preparing to debut vapor chamber (VC) cooling in the upcoming iPhone 17 Pro, with Taiwan's Asia Vital Components (AVC) and China's Suzhou Tianmai Thermal Technology reportedly...
Thursday 11 September 2025
Suzhou Everbright taps AI and data center demand, expands in Europe
Suzhou Everbright Photonics is betting on explosive demand from artificial intelligence (AI) and data centers to drive future growth, Chairman Dayong Min said in an interview with...
Thursday 11 September 2025
Beijing's barriers fail to deter China's SiC players from risky push into 8-inch wafer race
China's SiC industry, once viewed as a critical front in global tech rivalry, has been transformed over the past two years. Breakthroughs in domestic SiC materials and mass production...
Thursday 11 September 2025
CXMT said to target 2026 HBM3E mass production, narrowing gap with Samsung and SK Hynix to 2 years
China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South...
Thursday 11 September 2025
Foxconn and Tata reshape Apple supply chain as first iPhone 17 production shifts to India
Apple has officially launched its iPhone 17 series, signaling a major shift in its global supply chain strategy as geopolitical tensions and trade uncertainties persist. The company...
Thursday 11 September 2025
Shenzhen expo underscores integration of optoelectronics and semiconductors
The 26th China International Optoelectronic Exposition (CIOE 2025) opened in Shenzhen on September 10, attracting over 3,800 global companies across communications, optics, lasers,...
Thursday 11 September 2025
SEMICON Taiwan 2025: Edge AI emerging as growth driver, scalability to determine future, says NXP CEO
In a keynote speech delivered at the SEMICON Taiwan 2025, NXP CEO Kurt Sievers stressed that AI has ushered the semiconductor industry into a period of exponential expansion. Addressing...
Thursday 11 September 2025
China downplays India’s role, yet Taiwan supply chain braces for Apple’s next moves
China's large-scale industrial mobilization is on full display as the iPhone 17 enters mass production, with Foxconn's Zhengzhou factory reportedly operating at maximum capacity to...
Thursday 11 September 2025
Apple's iPhone 17 launch puts India in the frame, but China still calls the shots
Apple's unveiled iPhone 17 series includes units manufactured in India, sparking significant discussion about the evolving dynamics in the company's global supply chain. Indian facilities...
Thursday 11 September 2025
Foldables gain ground: Samsung leads in Taiwan, Vivo expands with aggressive strategy
The foldable phone market has gained significant traction with recent product launches from Samsung Electronics and Vivo. Samsung continues to dominate Taiwan's foldable segment,...