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Friday 9 May 2025
Infineon lowers full-year guidance amid currency headwinds and tariff uncertainties in fiscal 2025
On May 8, Infineon Technologies announced its financial results for the second quarter of fiscal 2025, reporting revenue of EUR3.59 billion (approx. US$4.03 billion), a 1.1% decline...
Friday 9 May 2025
Taiwan's chip industry faces string of crises, but China steps in as surprising lifeline
Taiwan's semiconductor equipment supply chain is navigating a period of unprecedented turbulence, battered by a confluence of global tariff escalations, tighter AI chip export restrictions,...
Friday 9 May 2025
SMIC signals cautious outlook for 2Q25
Semiconductor Manufacturing International Corporation (SMIC) announced its financial results for the first quarter of 2025, reporting revenue of US$2.247 billion. This represents...
Friday 9 May 2025
Is the NT dollar surge the new Plaza Accord moment?
After surging to a multi-decade high last week, the New Taiwan dollar (NT$) has reversed course, weakening 0.45% on May 6 to close at NT$30.28 against the US dollar. The currency's...
Friday 9 May 2025
Naura overtakes SMIC in net profit as China's chip tool strategy delivers
Naura Technology Group, China's top semiconductor equipment supplier, reported a record net profit of CNY5.62 billion (US$776.5 million) in 2024, surpassing SMIC for the first time...
Thursday 8 May 2025
Ex-SK Hynix employee charged in South Korea for leaking chip tech to HiSilicon

A former employee surnamed Kim at the Chinese division of South Korean chipmaker SK Hynix has been indicted on charges of leaking confidential...

Thursday 8 May 2025
India's deep tech turn: Why the real buildout is just beginning
India's startup journey has long been driven by software-led growth, with thousands of ventures building SaaS tools, consumer apps, and IT platforms. But now, a quiet shift is unde...
Thursday 8 May 2025
Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%
Benefiting from customers' early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million)...
Thursday 8 May 2025
TSMC supplier cost-cutting rumors denied by MIC amid tariff uncertainty
In response to the upcoming announcement of semiconductor chip tariff policies by the US government, Hsin-Ming Kao, chairperson of Marketech International (MIC), which has close ties...
Thursday 8 May 2025
Can Malaysia make leap from assembly to advanced packaging leader?
Malaysia's semiconductor industry, currently accounting for approximately 7% of global semiconductor exports with annual revenue of around RM575 billion (approx. US$130 billion),...
Thursday 8 May 2025
Chinese semiconductor equipment firms post mixed 2024 results amid US pressures
Chinese listed semiconductor equipment and materials companies released their 2024 annual financial reports in late April, revealing strong revenue growth but a decline in overall...
Thursday 8 May 2025
Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders...

Wednesday 7 May 2025
GlobalWafers' proactive expansion with two US plants reduces tariff risks
Driven by capacity expansion and valuation changes of its Siltronic AG shares, GlobalWafers (GW) reported a net profit after tax of NT$1.46 billion (approx. US$48.3 million) in the...
Wednesday 7 May 2025
Fujifilm reportedly building semiconductor materials factory in India; initial supply is for Tata Electronics' wafer plant
According to Nikkei, Japanese semiconductor materials maker Fujifilm reportedly plans to set up a factory in Gujarat, India, aiming to start production by 2028. The company...
Wednesday 7 May 2025
US manufacturing renaissance spurs China's strategic semiconductor expansion
China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese...