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Friday 1 August 2025
Trump's tariff war reshapes China's IC trade in 1H25
Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...
Friday 1 August 2025
EU semiconductor gear tariff exemption fuels US fab expansion
The recent tariff exemption on semiconductor manufacturing equipment imported from the European Union into the US is poised to significantly influence the US semiconductor industry's...
Friday 1 August 2025
Taiwan President Lai: 20% tariff is temporary, final deal still in progress

Taiwan's President Lai Ching-te signaled that tariff negotiations with the United States are far from over, following the announcement...

Friday 1 August 2025
The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback
Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...
Thursday 31 July 2025
Lam Research sees strong start to FY26 on AI chip boom
Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Screen Holdings sees 12% profit drop as China demand slows, investment weighs
Japanese chip equipment maker Screen Holdings reported a 12.2% year-over-year decline in operating profit for the second quarter of 2025, reaching JPY24.3 billion (US$163 million),...
Thursday 31 July 2025
Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization

Samsung Electronics announced its official financial results for the second...

Thursday 31 July 2025
Samsung outlines mobile growth and AI strategy amid tariff concerns, highlights 2nm Exynos roadmap
During its second quarter 2025 earnings call, Samsung Electronics addressed the outlook for its Mobile Experience (MX) division and unveiled strategic plans focused on AI innovation...
Thursday 31 July 2025
Samsung maps foundry future post-Tesla deal: eyes 2026 Taylor ramp and broader US client base
During the earnings call for second quarter results, Samsung Electronics declined to provide further information regarding its US$16.5 billion foundry deal with Tesla, while noting...
Thursday 31 July 2025
UMC's 2Q25 margin slips below 30% on forex hit; 3Q25 outlook dims amid strong NT dollar
United Microelectronics Corp. (UMC) missed its second quarter 2025 gross margin target, reporting 28.7% instead of the projected 30%, as a stronger New Taiwan dollar eroded profitability...
Thursday 31 July 2025
China's SIMIC snaps up legacy power chip fab in US$1.39 billion bet on AI, EV boom
SIMIC Holdings Co., Ltd. has acquired a strategic stake in Chongqing Alpha and Omega Semiconductor Limited (CQAOS) for more than CNY10 billion (US$1.39 billion), in one of China's...
Thursday 31 July 2025
Commentary: Samsung’s Tesla deal opens door to Musk’s fab ambitions
Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel...
Thursday 31 July 2025
Samsung's Lee Jae-yong visits DC with US tariff negotiations ongoing, eyes further Texas investment
Samsung Electronics Chairman Lee Jae-yong recently made a spontaneous trip to Washington, DC, to assist South Korea in ongoing reciprocal tariff negotiations with the US. As AI semiconductors...
Thursday 31 July 2025
Qualcomm posts solid Q3, but Apple warning clouds outlook
On July 30, Qualcomm reported a 10% year-on-year increase in revenue for its fiscal third quarter, driven by strong growth in IoT and automotive segments. However, its mixed outlook...