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Wednesday 12 November 2025
Samsung Pyeongtaek P4 shifts to 1c DRAM production
Samsung will continue investment in the Phase 4 production line at its Pyeongtaek campus, converting the facility from foundry to 1c DRAM production. The latest monthly capacity is...
Wednesday 12 November 2025
SK Hynix targets 70% DRAM profit margin amid supply crunch
The AI boom has caused memory giants to concentrate production on HBM, resulting in a shortage of general-purpose DRAM and high prices. According to Chosun Biz, DRAM prices...
Wednesday 12 November 2025
Piotech leads growth as Chinese chip equipment makers post mixed 3Q25 results
Major semiconductor equipment makers in China reported mixed results in the third quarter of 2025. Naura posted the highest revenue in the third quarter of 2025, while Piotech delivered...
Wednesday 12 November 2025
TSMC's US bet pays off for two quiet suppliers
As construction of TSMC Arizona fabs accelerates, two of its low-profile Taiwanese suppliers, Chang Chun Group and Sunlit Chemical, are emerging as early winners.
Wednesday 12 November 2025
DB HiTek rides power management chip boom to strong 3Q25 growth
South Korean foundry DB HiTek reported provisional results, showing that its revenue for the third quarter of 2025 reached KRW374.7 billion (approx. US$256 million), while operating...
Wednesday 12 November 2025
ASML opens South Korea campus to deepen Samsung, SK Hynix ties
ASML CEO Christophe Fouquet visited South Korea to mark the opening of the company's new campus in Dongtan, Hwaseong City, Gyeonggi-do province. The facility is designed to accelerate...
Wednesday 12 November 2025
TSMC offloads older tools to VIS as it repurposes fabs for next-gen tech
Taiwan Semiconductor Manufacturing Company (TSMC) approved its third-quarter 2025 business report and financial statements during a board meeting on November 11. The company also...
Wednesday 12 November 2025
Tower Semiconductor tops forecasts, to invest US$300 million in silicon photonics expansion

Israel-based wafer foundry Tower Semiconductor reported third-quarter 2025 results that exceeded market expectations, signaling strong...

Wednesday 12 November 2025
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results...
Wednesday 12 November 2025
Micron reallocates CHIPS Act funds to Idaho, delaying New York fabs
US memory giant Micron will postpone the commissioning of its first two fabs in Clay, New York, by 2–3 years and will reallocate part of the funding from the CHIPS and Science...
Wednesday 12 November 2025
Taiwan accelerates land development to support TSMC's Southern expansion
As the Southern Taiwan Science Park (STSP) becomes more saturated with semiconductor industrial land, the National Science and Technology Council (NSTC) is accelerating land development...
Tuesday 11 November 2025
Behind TSMC's October record: Why a lower YoY rate doesn't signal weakness
While TSMC's October consolidated revenue hit a historic high of NT$367.47 billion, up 16.9% year-over-year, the growth rate was the lowest since March 2024.
Tuesday 11 November 2025
Powerlogic eyes strong 4Q25 growth on robust GPU demand
Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia's...
Tuesday 11 November 2025
Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating...

Tuesday 11 November 2025
Astera Labs ships switch chips, expands AI server influence with new standards
AI server high-speed transmission leader Astera Labs delivered strong performance in 2025's first quarter, announcing record results this week alongside a media event in Taiwan outlining...