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Friday 14 November 2025
SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure
SMIC posted stronger-than-expected third-quarter results as China's surging AI investment and state-backed chip localisation fuelled earnings. Beijing's push for semiconductor self-sufficiency,...
Friday 14 November 2025
AI chip test interface demand surges; Taiwan orders visible through 2026
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...
Friday 14 November 2025
Baidu sets a new Kunlun chip trajectory as chair questions the AI boom
Baidu used its World 2025 conference on November 13, 2025, to reset its long-term AI strategy, with founder and chairman Robin Li and EVP Shen Dou detailing how the company plans...
Friday 14 November 2025
SK Key Foundry to launch SiC power chips production in 1H26, targeting EV and energy markets
SK Hynix's 8-inch wafer subsidiary, SK Key Foundry, announced plans to launch its silicon carbide (SiC) compound power semiconductor business in the first half of 2026.
Friday 14 November 2025
China's AI silicon enters the Gulf with SenseTime at the helm
President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...
Friday 14 November 2025
Elon Musk looks to space for Tesla's next AI chip
Tesla is extending its in-house chip roadmap beyond vehicles and humanoid robots, with CEO Elon Musk signaling that the company's forthcoming AI8 processor could power orbiting data...
Friday 14 November 2025
From scale-up to scale-across: How AI data centers are redefining transmission technology
The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...
Thursday 13 November 2025
Samsung Galaxy S26 set for February 2026 launch with expanded Exynos use
Samsung Electronics is reportedly confirmed to officially launch its new flagship smartphone series, the Galaxy S26, in February 2026. Although earlier reports suggested a possible...
Thursday 13 November 2025
Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens
US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step...
Thursday 13 November 2025
GlobalFoundries raises 4Q25 outlook on strong auto, data center demand
GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...
Thursday 13 November 2025
Elon Musk's secret fab plan: new US chip plant targets 2026 ramp
Elon Musk, owner of SpaceX and Tesla Inc., is making significant strides to develop a comprehensive semiconductor manufacturing supply chain in the US. Sources indicate that the fan-out...
Thursday 13 November 2025
Commentary: Why Musk's Terafab dream has Samsung rattled, put TSMC on alert
Elon Musk's declaration that he is "very excited about chips" has rattled the global foundry industry. His plan for a massive Tesla-built wafer fab threatens to turn what was once...
Wednesday 12 November 2025
DB HiTek gains as Samsung and TSMC reportedly scale back 8-inch chip output
South Korean foundry DB HiTek is capitalizing on tightening supply in the legacy chip market, posting a 71% year-over-year surge in third-quarter 2025 operating profit.
Wednesday 12 November 2025
Nexperia crisis triggers IC design supply chain reshuffle
The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation...
Tuesday 11 November 2025
Astera Labs ships switch chips, expands AI server influence with new standards
AI server high-speed transmission leader Astera Labs delivered strong performance in 2025's first quarter, announcing record results this week alongside a media event in Taiwan outlining...