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Wednesday 29 October 2025
Column: How China's rare earth chokehold is reshaping the global tech landscape
In the first half of 2025, China tightened rare earth export rules, affecting semiconductors and AI, straining global supply chains, and pushing Taiwan to diversify sourcing.
Wednesday 29 October 2025
Samsung reorganizes memory line by accelerating HBM4 production at P4 plant
Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing...
Wednesday 29 October 2025
TSMC drives US chip self-sufficiency push as Japan commits US$550 billion to energy
US Commerce Secretary Howard Lutnick said the Trump administration plans to lift the nation's semiconductor self-sufficiency target to 40%, citing TSMC's continued fab expansion in...
Wednesday 29 October 2025
Nvidia stakes US$1 billion in Nokia to build AI-native 6G networks

In a landmark announcement marking what leaders are calling the beginning of the AI-native wireless era, Nvidia and Nokia have established...

Tuesday 28 October 2025
Intel CEO calls US govt 10% stake TSMC-inspired supply-chain model
At the Future Investment Initiative on October 28, 2025, Intel CEO Lip-Bu Tan described the US government's recent acquisition of a 10% stake in the company as a deliberate move to...
Tuesday 28 October 2025
Former TSMC SVP reportedly recruited by Intel to lead R&D division
Wei-Jen Lo, former senior vice president of Corporate Strategy Development at TSMC, who retired in July 2025, is reportedly being courted by Intel to head its R&D division. However,...
Tuesday 28 October 2025
SK chair hosts largest APEC CEO Summit, paving way for Nvidia CEO's return after 15 years
The Asia-Pacific Economic Cooperation (APEC) CEO Summit, gathering global business leaders in Gyeongju, South Korea, is set to officially open on the evening of October 28, 2025,...
Tuesday 28 October 2025
Hon Precision ramps AI GPU and ASIC testing equipment with orders through 1H26
Semiconductor IC testing equipment manufacturer Hon Precision has, in recent years, successfully entered high-power application markets such as AI, high-performance computing (HPC),...
Tuesday 28 October 2025
Cadence reports strong 3Q25 results as AI and HPC demand fuel growth
US electronic design automation (EDA) software company Cadence Design Systems posted third-quarter 2025 revenue of US$1.34 billion, up 10% from a year earlier and slightly above analysts'...
Tuesday 28 October 2025
SK Hynix M15X completion expected by end of 2025
To meet the growing demand for HBM, SK Hynix is accelerating the construction of its DRAM production base, M15X plant in Cheongju, South Korea. According to Yonhap News and...
Tuesday 28 October 2025
Lip-Bu Tan steers Intel toward custom silicon with new engineering arm
At its third-quarter 2025 earnings call, Intel CEO Lip-Bu Tan detailed the company's roadmap and foundry strategy, emphasizing that the AI revolution is still in its infancy. He said...
Tuesday 28 October 2025
NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound
NXP Semiconductors posted third-quarter revenue of US$3.17 billion, down 2.4% year-on-year but above the midpoint of its guidance, reflecting steady demand across key end markets...
Tuesday 28 October 2025
Three years into leadership, Lee Jae-yong aims to redefine the ‘new Samsung’
Samsung Electronics Co. chairman Lee Jae-yong marked his third anniversary as chairman on October 27, a milestone widely interpreted as the first year of the company moving past judicial...
Tuesday 28 October 2025
Pegatron chairman: Taiwan’s chip success can’t last without high-end services
The Taiwan Semiconductor Industry Association (TSIA) held its annual meeting on October 23, during which Pegatron Chairman Tzu-hsien Tung delivered a keynote speech on industrial...
Tuesday 28 October 2025
China sets first national standard for EUV photoresists in drive for semiconductor self-sufficiency

China has taken a major step toward localising advanced semiconductor materials. The Standardisation Administration of China has released...