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NEWS TAGGED 2025
Tuesday 29 July 2025
Phison warns of BT substrate shortages, partial supply constraints expected from August 2025
As raw materials for IC substrates face shortages, the supply of BT substrates continues to tighten. This has led to material shortages in flash and SSD packaging ICs. Phison CEO...
Tuesday 29 July 2025
Taiwan panel players set for investor conference amid weak 3Q25 outlook
Taiwanese panel players are prepared for their Investor conferences, with Coretronic to be the first to host, followed by AUO, BenQ Materials, Innolux, and Cheng Mei Materials Technology...
Tuesday 29 July 2025
Cadence expands beyond China with 3D IC momentum from TSMC ecosystem
Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed...
Tuesday 29 July 2025
Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook
Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust...
Tuesday 29 July 2025
Taiwan's semiconductor exports remain steady despite tariff risks
Rising trade protectionism and tariff policy uncertainties have disrupted the global economic and trade order. Over time, countries have started to figure out how to negotiate or...
Tuesday 29 July 2025
China fills PFAS-based coolant supply gap in South Korea's chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea's semiconductor coolant supply chain following 3M's planned exit from the business. Firms like Juhua, ChemPacific, and Noah...
Monday 28 July 2025
Who controls DDR4 now? Nanya steps in as global giants shift focus
The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya's second quarter 2025 operations posted losses that were less severe than...
Monday 28 July 2025
Geoffrey Hinton’s first China visit: Can AI grow up without turning on us?
The 2025 World Artificial Intelligence Conference (WAIC) was held in Shanghai from July 26 to July 29, 2025. Geoffrey Hinton, the 78-year-old AI pioneer, who won both the 2018 Turing...
Monday 28 July 2025
AI server demand surge to drive Taiwan's 2H25 export growth
The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump's proposed tariffs are also placing pressure on import and export trade...
Monday 28 July 2025
Japan's Kioxia to mass produce 9th-gen NAND flash in FY2025
Kioxia announced it will begin mass production of its ninth-generation NAND flash memory in fiscal year 2025, which runs from April 2025 to March 2026. The Japanese memory maker also...
Monday 28 July 2025
LG Display's large-size OLEDs lead turnaround for full-year profit
LG Display (LGD) has announced that it will ship around 6.5 million large-size OLED TVs and monitors in 2025, a year-over-year increase of 14.04%. With the depreciation of equipment...
Monday 28 July 2025
TSMC issues official response regarding heavy rain floods at Chiayi AP7 plant
Due to the influence of a low-pressure system and southwest airflow, a heavy rain advisory was issued for the Yunlin, Chiayi, and Tainan regions on July 28, 2025. Chiayi County urgently...
Monday 28 July 2025
Analysis: Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...
Monday 28 July 2025
Huawei debuts Nvidia's supernode rival at WAIC 2025 as local firms display advanced intelligent computing solutions
The 2025 World Artificial Intelligence Conference (WAIC) opened on July 26 at the Shanghai Expo Center, highlighting the latest advancements in intelligent computing. Among the many...
Monday 28 July 2025
Update: Samsung scores Tesla chip contract as Elon Musk confirms $16.5B AI6 deal
Samsung Electronics has secured a $16.5 billion contract to produce Tesla’s next-generation AI6 chips, marking a major boost for its foundry business. The chips will be manufactured...