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Tuesday 19 August 2025
SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the...
Tuesday 19 August 2025
China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
Monday 18 August 2025
Advent International acquires Swiss positioning chipmaker U-blox, expanding European footprint
Advent International has acquired Swiss positioning chip company U-blox in a deal valued at CHF1.05 billion (approx. US$1.86 billion). On August 18, 2025, U-blox announced that ZI...
Monday 18 August 2025
YS Tech cautiously optimistic for 2H25; bets on auto, HPC growth
Yen Sun Technology (YS Tech), a manufacturer of automotive electronics and technology systems, is optimistic that customer orders will return to normal once the US tariff situation...
Monday 18 August 2025
Tariff standoff, soft demand threaten to undercut Taiwan’s auto supply chain

In Taiwan, small and medium-sized enterprises (SMEs) form the backbone of the domestic auto supply chain—supplying everything from...

Monday 18 August 2025
China commands 60% of global AI patents, races to close US gap in computing power
China is entering the second half of 2025 by reviewing its "14th Five-Year Plan" technology milestones and mapping priorities for the upcoming "15th Five-Year Plan." Liu Liehong,...
Sunday 17 August 2025
TCC battery plant fire results in NT$11B loss, exposing challenges in Taiwan's lithium battery industry
A fire at Molicel's lithium ternary battery factory, a subsidiary of TCC, revealed serious failures in its firefighting system, which did not activate any of its key safety protocols...
Sunday 17 August 2025
Market research predicts staggering growth for microLED TV market starting in 2028
The microLED market—considered a "game changer" in the next-generation display panel industry—is expected to enter a rapid growth phase starting in 2028, according to...
Sunday 17 August 2025
Applied Materials faces lawsuit from smaller Chinese rival
Chinese semiconductor equipment makers are increasingly taking the offensive in protecting their technology and intellectual property. Beijing E-Town Semiconductor Technology has...
Friday 15 August 2025
Commentary: China's chip equipment underdog stands up to Applied Materials as local substitution wave rises
Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in a Chinese court, seeking nearly CNY100 million (approx. US$13.9 million) in damages...
Friday 15 August 2025
Exclusive: TSMC primes CoPoS supplier network for Chiayi, US fabs ahead of 2028 ramp
TSMC is pushing its advanced packaging roadmap beyond its CoWoS platform and the wafer-level multi-chip module (WMCM) — an enhanced InFO-PoP due in 2026 — with a new integration...
Friday 15 August 2025
ASC emerges from July slump as semiconductor manufacturers continue global expansion
ASC, a key supplier of fluororesin equipment and materials for the semiconductor industry, currently holds orders worth over NT$4 billion (US$133.6 million), reflecting a recovery...
Friday 15 August 2025
Applied Materials warns of $500M China sales drop in Q4 FY 2025
Applied Materials reported strong third-quarter fiscal 2025 results, but warned that revenue and profit will decline sequentially in the fourth quarter as the company navigates a...
Friday 15 August 2025
China's Visionox plots twin-track OLED surge, from Canon Tokki lines to ViP era
China's Visionox is pursuing a dual-track OLED expansion, ordering new production equipment to increase existing output while fast-tracking its proprietary Visionox Intelligent Pixelization...
Thursday 14 August 2025
Samsung reportedly plans US$170M in Japan packaging hub to challenge TSMC
Samsung Electronics is reportedly investing JPY25 billion (approx. US$170 million) to set up an advanced packaging research institute in Yokohama and acquire a major office tower...