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Wednesday 16 July 2025
ASML posts strong results, eyes growth amid China curbs and tariff concerns
ASML reported robust second-quarter earnings, with sales rising 23% year-over-year to EUR7.69 billion (US$8.94 billion), driven by upgrade demand and cost efficiencies. While tariff...
Wednesday 16 July 2025
Semco targets automotive, industrial MLCCs amid AI surge
Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics...
Wednesday 16 July 2025
Penang's OSAT boom: ASE, Tongfu, Inari lead charge in advanced packaging
Malaysia has steadily developed its outsourced semiconductor assembly and testing (OSAT) industry, with Penang — often called the "Silicon Valley of the East" — at its...
Wednesday 16 July 2025
From decline to recovery: Japan's semiconductor lessons for South Korea
Facing mounting challenges at home and intensifying global competition, South Korea's semiconductor industry is at a crossroads. Now, a growing chorus of experts is urging Seoul to...
Wednesday 16 July 2025
Hanmi Semiconductor says hybrid bonders too costly for HBM4, HBM5 production
Hanmi Semiconductor's chairman dismissed hybrid bonder equipment as impractical and too expensive for next-generation high-bandwidth memory production, as the South Korean company...
Wednesday 16 July 2025
Malaysia's swift crackdown on AI chip exports aims to safeguard data center boom
The Malaysian Ministry of Investment, Trade and Industry (MITI) has announced that exports, transshipments, and transit of US-origin artificial intelligence (AI) chips will now require...
Wednesday 16 July 2025
Exclusive: Intel ends reorg by July, stability ahead
Intel's annual conference shifts to Phoenix amid sweeping CEO-led reforms
Wednesday 16 July 2025
Apple turns to US rare earths in US$500M supply chain shift
Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.
Wednesday 16 July 2025
Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan

Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun...

Tuesday 15 July 2025
Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix
Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview...
Tuesday 15 July 2025
TSMC in crosshairs: tariffs, currency, and AI growth at stake

As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate...

Tuesday 15 July 2025
Nvidia regains China access as Trump reverses H20 ban, but at what cost?

Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial...

Tuesday 15 July 2025
GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk
With TSMC commanding the lion's share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to...
Tuesday 15 July 2025
Broadcom's plant investment in Spain reportedly canceled, dealing blow to Southern Europe's chip ambitions
Broadcom has reportedly scrapped its plan to invest US$1 billion in an assembly, test, and packaging (ATP) facility in Spain. Reuters and Europa Press cited insiders...
Tuesday 15 July 2025
Nvidia caught between Washington's warnings and Beijing's welcome
As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking...