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Tuesday 23 September 2025
12-inch SiC substrates poised for two-phase entry onto CoWoS packaging
After two years of falling prices and sluggish commercialization in the 8-inch silicon carbide (SiC) wafer market, the industry is pinning new hopes on advanced packaging for AI chips...
Tuesday 23 September 2025
Who defines AI interconnects next? Huawei's UnifiedBus 2.0 takes on NVLink
At Huawei Connect 2025 in Shanghai, Huawei introduced the Atlas 950 SuperPoD and debuted UnifiedBus 2.0 (UB 2.0), its optical interconnect protocol that will be opened to industry...
Tuesday 23 September 2025
Oracle reportedly to oversee TikTok algorithm under US-China framework deal
The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal,...
Tuesday 23 September 2025
Alibaba to expand Singles' Day promotions to 20 countries
Alibaba Group announced on September 22 that, unlike previous years, the 2025 Singles' Day e-commerce promotion will extend beyond China to simultaneously take place in 20 international...
Tuesday 23 September 2025
Apple iPhone 17 launch triggers supply surge with increased production targets
Following the release of Apple's iPhone 17 series, consumer demand has outpaced expectations, prompting Apple to accelerate production efforts. Despite mixed reviews of the devices'...
Tuesday 23 September 2025
Yole Group CEO interview (Part 1): TSMC dominates AI era as supply chain dynamics undergo massive shifts
The semiconductor industry is experiencing its most dramatic transformation in decades, driven by artificial intelligence's relentless demand for computing power. Traditional boundaries...
Tuesday 23 September 2025
China's New Vision Micro seeks lifeline in AI compute after display slide
Shanghai New Vision Microelectronics, founded two decades ago, once broke foreign dominance in display driver chips through independent research and development and won acclaim after...
Tuesday 23 September 2025
Taiwan parts makers capitalize on defense export surge as drone wars reshape supply chains
Lessons from the battlefields of Ukraine and the Red Sea have made one thing clear: low-cost, mass-produced, and expendable drones are transforming combat. Once largely confined to...
Tuesday 23 September 2025
China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM)...
Tuesday 23 September 2025
Nvidia-Intel alliance deepens US-China tech divide
Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key...
Tuesday 23 September 2025
Episil bets on SiC and GaN for Q4 rebound as compound semiconductor market bottoms out

Episil and its epitaxy-focused subsidiary Episil Precision, spanning both silicon (Si) and wide-bandgap semiconductors such as silicon...

Monday 22 September 2025
Exclusive: ByteDance readies new AI glasses prototypes and waiting for Apple to heat up trend
The smart-glasses boom shows no signs of cooling, with market demand clearly established. Yet shipments have consistently fallen short of expectations, constrained by hardware limits...
Monday 22 September 2025
Murata doubles down on quality as Chinese rivals expand in MLCC market
Murata Manufacturing, the world's largest MLCC producer, is reinforcing its strategy around quality in the face of intensifying competition from Chinese manufacturers. The company...
Monday 22 September 2025
MediaTek aims to boost smartphone market share to 40% with sew flagship chips
MediaTek this week unveiled its flagship Dimensity 9500 SoC. After the launch event in Taiwan, senior executives outlined their outlook for the company's mobile business.
Monday 22 September 2025
Huawei launches 'safe' DeepSeek R1 through academic collab, trained on 1,000 Ascend chips
Huawei introduced the DeepSeek-R1-Safe at Huawei Connect 2025, a security-enhanced version of its DeepSeek R1 developed with Zhejiang University. The model targets stricter content...