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Tuesday 11 November 2025
Beyond G2: Taiwan-Korea chip pact could birth Asia's third semiconductor superpower
As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades...
Tuesday 11 November 2025
Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis
Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive...
Tuesday 11 November 2025
Taiwan's panel industry faces 4Q25 demand slowdown due to economic uncertainty
As the fourth quarter of 2025 begins, Taiwan's leading panel manufacturers are experiencing a notable slowdown in demand, shaped by the typical seasonal downturn and ongoing economic...
Tuesday 11 November 2025
Nvidia's next-gen Rubin AI system liquid cooling costs exceed US$57,000
Nvidia's upcoming Vera Rubin NVL144 AI rack system features higher power GPUs and CPUs, driving its liquid cooling cost to about US$55,710, 17% higher than the previous NVL72 model...
Tuesday 11 November 2025
Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
Tuesday 11 November 2025
Microchip and Qualcomm expand Bengaluru footprint amid rising semiconductor investments
Microchip Technology and Qualcomm have both expanded their presence in Bengaluru, reinforcing the city's position as India's top semiconductor and technology hub and adding momentum...
Monday 10 November 2025
Taiwan semiconductor materials face three major obstacles, says Sunlit exec
The 10th edition of the Materials Industry Forum kicked off on November 7 in Taiwan under the theme "A Single Tree Cannot Make a Forest: Taiwan's Rising Materials Industry."
Monday 10 November 2025
Fitpower eyes AIoT chip surge in 2026 to cut DDI revenue share
Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance...
Monday 10 November 2025
AUO and Innolux expect operating losses to continue into 4Q25 off-season
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan...
Monday 10 November 2025
Topoint eyes chip drill shortage as AI boosts PCB, substrate demand in 2026
Topoint, a leading manufacturer of high-end drills and drilling services for the PCB industry, expects supply shortages to persist through 2026 despite recent capacity expansions...
Monday 10 November 2025
PixArt Imaging signals stable 4Q25 as drone sensor demand offsets gaming softness
IC design company PixArt Imaging held its earnings call on November 7, 2025, outlining a cautiously optimistic view for the remainder of 2025. Although the company posted weaker results...
Monday 10 November 2025
Malaysia reaffirms AI chip neutrality, adopts Nvidia and Huawei Ascend
Malaysia has reiterated its neutral stance on artificial intelligence (AI) chip selection, ensuring that both Nvidia Corporation and Huawei's Ascend unit chips will be adopted. According...
Monday 10 November 2025
ZEITEC Semiconductor targets TDDI expansion in mobile phone aftermarket
Founded in 2010, ZEITEC Semiconductor recently held a pre-listing media briefing to outline its strategy for the mobile phone aftermarket, focusing on display bridge ICs, touch chips,...
Sunday 9 November 2025
uPI applies power IC demand growth across three segments
The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated...
Sunday 9 November 2025
M31 weathers a costly quarter with eyes on AI-fueled recovery
Silicon intellectual property (IP) provider M31 Technology posted a loss for the third quarter of 2025. The company blamed the red ink on project delays from North American and European...