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Tuesday 2 December 2025
Apple's potential Intel partnership hinges on 18A-P process maturity by 2027
Apple may resume chip production cooperation with Intel for entry-level M-series chips as early as 2027, contingent on the maturity of Intel's 18A-P process within 18 to 24 months...
Tuesday 2 December 2025
A TSMC pioneer questions the judgment behind Wei-jen Lo’s move to Intel at 75
Former senior vice president of corporate strategy development at Taiwan Semiconductor Manufacturing Company (TSMC), Wei-jen Lo, was recently reported to have taken confidential documents...
Tuesday 2 December 2025
Trumpf opens new plasma power tech center in Taiwan amid close ties with ASML, TSMC
Trumpf, a key supplier of semiconductor equipment components with close partnerships with industry giants such as ASML Holding and Taiwan Semiconductor Manufacturing Company (TSMC),...
Tuesday 2 December 2025
Samsung restructures research and memory teams to reclaim HBM market share
Samsung Electronics is undertaking one of its most significant internal restructurings in years as the company pushes to strengthen its artificial intelligence (AI) capabilities and...
Tuesday 2 December 2025
TSMC-Intel legal dispute highlights Taiwan's corporate espionage risks
Judicial authorities continue investigating former TSMC senior vice president Wei-Jen Lo for suspected violations of the National Security Act and for industrial espionage. The Intellectual...
Tuesday 2 December 2025
Apple reportedly weighs Intel's 18A-P for 2027 entry-level Mac chips, challenging TSMC's exclusive grip
Despite Nvidia CEO Jensen Huang and many industry veterans arguing that former TSMC senior vice president Wei-Jen Lo joining Intel will not materially affect TSMC — given the...
Monday 1 December 2025
Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports...
Monday 1 December 2025
Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production
Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according...
Monday 1 December 2025
India commits US$500 million to modernise SCL Mohali and boost domestic chip production
India will invest INR45 billion (approx. US$500 million) to modernise and expand the Semiconductor Laboratory (SCL) in Mohali, India's Union Electronics and IT Minister Ashwini Vaishnaw...
Monday 1 December 2025
China turns to Baidu's Kunlun as AI chip constraints intensify
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the...
Monday 1 December 2025
Shinkong’s new growth story starts with GPU packaging and e-paper
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese...
Monday 1 December 2025
A coming quantum shock? Pat Gelsinger says AI's GPU era is nearing its end
In a recent interview with the Financial Times, former Intel CEO Pat Gelsinger delivered a bold forecast: quantum computing could reach mainstream...
Monday 1 December 2025
Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris...

Monday 1 December 2025
TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain
To support the semiconductor industry's net-zero emission goals, Taiwan Fertilizer (TFC) launched Taiwan's first certified blue ammonia in 2025, beginning sales in the second half...
Monday 1 December 2025
Brightek's Jiangsu plant inaugurated to target smart sensing and AI robotics
Optoelectronic semiconductor integration solution provider Brightek recently officially commissioned its Jiangsu factory, built with an investment of nearly CNY200 million (approx...