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Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
China's lithium battery export controls set to disrupt NB supply chain
Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and...
Tuesday 14 October 2025
China raises rare-earth prices 37%, tightens export controls on global tech
China is sending new shockwaves through the global economy after its two largest rare-earth producers announced a massive 37% price hike for the fourth quarter. The move comes just...
Tuesday 14 October 2025
Commentary: China weaponizes rare earth dominance, global tech to pay the price
China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply...
Tuesday 14 October 2025
China expands rare earth export controls to midstream and end products
On October 9, 2025, China's Ministry of Commerce issued Announcements No. 61 and 62, expanding export controls on rare earths. The scope now extends beyond raw materials to include...
Tuesday 14 October 2025
US economic growth in early 2025 driven largely by AI data centers and IT investments
The US economy's expansion in the first half of 2025 was significantly propelled by investments in artificial intelligence (AI) data centers and information technology, according...
Monday 13 October 2025
Twoway Communications' AIoT revenue hits 50% with five-year order pipeline
Broadband equipment supplier Twoway Communications continues to focus on its two core businesses — broadband transmission equipment and smart networking AIoT applications. In...
Monday 13 October 2025
Russia unveils 10-year roadmap for EUV lithography development
The Institute of Physics of Microstructures of the Russian Academy of Sciences (IPM RAS) has recently announced a long-term roadmap for the development of an extreme ultraviolet (EUV)...
Monday 13 October 2025
Philippine energy transition sparks surge in Taiwan supply chain opportunities
The Philippines has, in recent years, taken a proactive stance on energy transition, aiming to increase the share of renewable energy in its domestic grid to 35% by 2030, 50% by 2040,...
Monday 13 October 2025
Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?
Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production...
Monday 13 October 2025
MPI acquires Germany's ATV to expand precision measurement services in Europe
Semiconductor probe card and test equipment maker MPI has approved an overseas acquisition plan to invest EUR14 million (US$16.3 million) to acquire 100% ownership of German semiconductor...
Saturday 11 October 2025
Nemstek targets semiconductor market growth with listing planned for November
Nemstek, a leading plasma equipment manufacturer, has intensified its focus on semiconductor, ABF substrate, PCB, and new energy environmental applications in recent years, steadily...
Thursday 9 October 2025
Applied Materials advances AI chip performance with hybrid bonding and e-beam metrology
To enhance the performance of advanced logic and memory chips required for AI computing, global semiconductor equipment leader Applied Materials has unveiled new semiconductor manufacturing...
Thursday 9 October 2025
Semicon West relocation doubles attendance as US chip investment surges
The annual SEMICON West relocated for the first time to Phoenix in 2025, the new hub of US chip manufacturing. Compared to previous years, the event saw a 45% increase in exhibitors,...
Thursday 9 October 2025
Commentary: China's TGV ambitions face an uphill battle
China's development of through glass via (TGV) technology, crucial for advanced semiconductor packaging in AI and high-performance computing chips, encounters significant hurdles,...