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Wednesday 13 August 2025
Inside TSMC's 2nm leak involving TEL: How a job application became an international incident
The alleged leak of Taiwan Semiconductor Manufacturing's (TSMC) 2-nanometer technology by former and current employees from TSMC and Tokyo Electron (TEL) has sparked intense speculation...
Wednesday 13 August 2025
China's chip equipment spending surges in 1H25, defying global downturn
China's semiconductor industry posted CNY455 billion (approx. US$63.3 billion) in total investment during the first half of 2025, down 9.8% from a year earlier, according to a new...
Wednesday 13 August 2025
TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers
TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor...
Wednesday 13 August 2025
Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future
On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign...
Wednesday 13 August 2025
US export levy targeting Nvidia and AMD may expand to other semiconductor firms
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
Wednesday 13 August 2025
India approves four chip projects under ISM
India has approved four additional semiconductor projects under the India Semiconductor Mission (ISM), further strengthening the country's semiconductor manufacturing ecosystem. These...
Wednesday 13 August 2025
Exclusive: Infineon GaN chief on strategy, market gains after TSMC's exit
Infineon Technologies' acquisition of GaN Systems has bolstered its wide bandgap semiconductor portfolio. The move, combined with its shift to 12-inch gallium nitride (GaN) manufacturing,...
Wednesday 13 August 2025
TSMC adds US$10B to US subsidiary in strategic forex hedge
Taiwan Semiconductor Manufacturing Company (TSMC) held a board meeting on August 12, during which several key resolutions were made. Of particular interest was the approval to increase...
Wednesday 13 August 2025
Samsung bets big on DRAM overhaul to reclaim HBM crown
Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence...
Tuesday 12 August 2025
ASMPT to wind down Shenzhen plant in China, cutting 950 jobs
Singapore-based semiconductor and electronics manufacturing equipment supplier ASMPT will shut down its wholly owned Shenzhen subsidiary, ASMPT Equipment (Shenzhen) Co. (AEC), as...
Tuesday 12 August 2025
ASE invests US$217 million to expand advanced packaging capacity in Kaohsiung
ASE Technology Holdings, a leading global semiconductor assembly and testing company, will invest approximately NT$6.5 billion (US$217 million) to purchase a factory and related facilities...
Tuesday 12 August 2025
South Korean President grants mass pardon, Samsung and SK elites relieved
With South Korea's Liberation Day approaching on August 15, President Jae-Myung Lee has decided to grant pardons to key figures, including former senior executives of Samsung's Future...
Tuesday 12 August 2025
H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent
Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented...
Tuesday 12 August 2025
South Korea's DeepX to supply AI chips for Baidu's drones and robots
South Korean AI semiconductor developer DeepX has struck a deal to supply chips for Chinese tech giant Baidu, targeting applications in drones and robotics. The partnership will integrate...
Tuesday 12 August 2025
Forging a new path: SuperAlloy expands beyond cars into semiconductors
SuperAlloy, a Taiwanese aluminum forging specialist best known for its high-performance automotive wheels, is accelerating its pivot toward non-automotive markets, with an ambitious...