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Tuesday 21 October 2025
China races to cut ASML reliance: AMIES unveils lithography lineup
China's semiconductor industry is stepping up its drive for self-sufficiency. In its latest move, AMIES Technology, a subsidiary of Shanghai Micro Electronics Equipment (SMEE), introduced...
Tuesday 21 October 2025
AI boom revives ASML's confidence for 2026 growth
AI's surging momentum has finally reached the upstream semiconductor equipment sector. At ASML's second quarter of 2025 earnings call in July 2025, the company stated that growing...
Monday 20 October 2025
SiCarrier builds a new semiconductor arsenal: EDA tools, 3nm testing, and EUV patents
Shenzhen SiCarrier Technologies, a fast-rising semiconductor equipment firm closely linked to Huawei, is once again making headlines with a surge of breakthroughs and strategic moves...
Monday 20 October 2025
Doosan Tesna invests US$120m in testing equipment to support Samsung's Apple CIS push
In a massive strategic bet on the next wave of tech demand, South Korea's leading semiconductor testing provider, Doosan Tesna, is pouring over KRW170 billion (approx. US$120 million)...
Monday 20 October 2025
South Korea forms task force amid China's rare earth crackdown
South Korea's Ministry of Trade, Industry and Energy (MOTIE) has launched a Rare Earth Supply Chain Task Force to shield domestic industries from China's tightened export controls.
Monday 20 October 2025
Tata Technologies partners with Synopsys to accelerate software-defined mobility
Tata Technologies has announced a strategic collaboration with Synopsys, a global leader in engineering solutions from silicon to systems, to accelerate the transition toward software-defined...
Monday 20 October 2025
The hidden EUV tech giving TSMC its manufacturing edge
TSMC's competitors have access to the same cutting-edge equipment from Dutch supplier ASML, yet they consistently fall short on yield rates. The reason, according to academic experts,...
Friday 17 October 2025
ASML stands strong despite tariffs, fueled by China and TSMC orders
Acer chairman and CEO Jason Chen once described the "dulling effect" of US President Donald Trump's tariffs, a phenomenon now increasingly reflected in ASML's earnings and guidance...
Thursday 16 October 2025
Samsung reportedly to bring in ASML's top lithography tools to take on TSMC
Samsung Electronics is reportedly pouring KRW1.1 trillion (approx. US$773 million) into next-generation chipmaking equipment in a high-stakes bid to close the gap with rivals TSMC...
Thursday 16 October 2025
Apple reportedly seeks tax law changes for iPhone machinery in India
Apple is lobbying the Indian government to amend income tax rules that could otherwise impose billions of dollars in taxes on its iPhone operations, sources familiar with the matter...
Wednesday 15 October 2025
Rare earth controls have limited short-term impact on Foxconn
On October 9, 2025, China's Ministry of Commerce issued its No. 61 and No. 62 notices, expanding export controls on rare earths. The scope now extends from raw materials to equipment,...
Wednesday 15 October 2025
SiCarrier targets process and measurement tools amid push for local chip equipment
Shenzhen state-owned SiCarrier Technologies Co. is intensifying its efforts to localize semiconductor equipment production by integrating manufacturing capabilities with advanced testing...
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...