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Friday 14 February 2025
Lam Research faces scrutiny as US government probes China sales of chip equipment makers
The US is investigating the sales practices of the world's five largest semiconductor equipment makers over national security concerns, with Lam Research failing to disclose details...
Friday 14 February 2025
SMIC earnings signal potential price war in mature-node chip market
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...
Friday 14 February 2025
China curb impact hits Applied Materials' revenue, but company bets on long‑term ICAPS growth in China
On February 13, Applied Materials released its latest financial results for the first quarter of fiscal 2025 (November 2024 to October 2025), with net sales reaching US$7.17 billion,...
Thursday 13 February 2025
Honda and Nissan scrap US$60 billion merger plans amid restructuring clash
Honda and Nissan have officially called off their merger negotiations, which began in December 2024. Both companies held board meetings on February 13, 2025, where they decided to...
Thursday 13 February 2025
CXMT advances to 16nm DRAM production, pushes 15nm development
ChangXin Memory Technologies (CXMT) has accelerated its next-generation DRAM development, transitioning from 17nm to 16nm process technology for its first DDR5 product, according...
Thursday 13 February 2025
Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Thursday 13 February 2025
DeepSeek emerges as China's AI powerhouse, raising competitive stakes for Apple
During Qualcomm's latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices...
Thursday 13 February 2025
Samsung boosts foundry output with rising 4nm orders fueling Exynos and crypto growth
Samsung Electronics' foundry unit is set to ramp up production, lifting shutdown measures on its manufacturing equipment and targeting full operational capacity at its Pyeongtaek...
Thursday 13 February 2025
Samsung reportedly to upgrade China NAND production to 286 layers
Samsung Electronics plans to convert part of its 3D NAND production at its Xi'an plant in China to the company's most advanced 286-layer stacked products.
Thursday 13 February 2025
Korean wafer foundry utilization rates rise on China consumption stimulus programs
South Korea's 8-inch wafer foundry DB HiTek reportedly has seen a significant increase in capacity utilization, thanks to demand from China.
Thursday 13 February 2025
China's semiconductor equipment purchases to decline in 2025, report finds
China's semiconductor equipment purchases are expected to decline in 2025 after three years of growth, according to Canadian research firm TechInsights. The decline comes amid industry...
Thursday 13 February 2025
Renault holds key to Nissan's future as Foxconn ponders move
As iPhone maker Foxconn circles the ailing Japanese automaker Nissan Motor Co., Renault SA will play a decisive role in any deal that's struck.
Thursday 13 February 2025
Wolfspeed's SiC lead grows, but US IDMs struggle with tariff fallout
Donald Trump's administration is implementing sweeping tariff reforms that reverse many of his predecessor's policies. The US has initiated a Section 301 investigation targeting China's...
Thursday 13 February 2025
Taiyo Yuden raises fiscal 2024 projections; cites improved outlook for components demand from data centers
Japanese electronic components supplier Taiyo Yuden has revised its financial forecast for fiscal 2024 (ending March 31, 2025), expecting year-over-year increases in revenue and operating...
Thursday 13 February 2025
Apple and Foxconn face steep hurdles in Nissan stakes bid amid Honda merger collapse
The proposed merger between Honda and Nissan has reached an impasse, while Renault is preparing to reduce its 36% ownership in Nissan. This development has sparked speculation about...