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Friday 2 May 2025
Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?
Washington's export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In...
Friday 2 May 2025
Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation
The tariff war initiated by US President Donald Trump has been widely described by economists as a global economic crisis. However, Lee-feng Chien, the former managing director of...
Friday 2 May 2025
Taiwan's AI, semiconductor export growth remains strong despite US tariff hikes
Despite the recent tariff hikes by the US and the high degree of uncertainty surrounding supply chain relocation, one thing for certain is the demand for Taiwan's AI and semiconductors...
Friday 2 May 2025
OpenAI expands hiring in Asia amid tech industry trends and high tariff concerns
Market sources reveal that OpenAI is offering competitive salaries with numerous job openings in Singapore and Japan. Positions in Singapore cover areas such as sales and marketing,...
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
Friday 2 May 2025
Setbacks for India's semiconductor ambitions: Tower Semiconductor, Adani, and Zoho projects stall
The Adani Group has paused discussions with Israel's Tower Semiconductor over a proposed US$10 billion semiconductor project in India, according to two people familiar with the matter,...
Friday 2 May 2025
Apple says it's TSMC Arizona's largest customer, braces for US$900M tariff impact
In the face of geopolitical turbulence, rising tariffs, and a radically shifting technology landscape, Apple has delivered a quarterly performance that was both steady and strategic...
Friday 2 May 2025
ASE sees double-digit growth in 1Q25 thanks to urgent testing and packaging orders
ASE Technology Holding, the global outsourced semiconductor assembly and test (OSAT) leader, benefited from urgent orders from customers in the first quarter, helping to maintain...
Friday 2 May 2025
Intel and UMC unite on 12nm to boost US chip supply

At Intel's Foundry Direct Connect 2025 event, United Microelectronics Corporation (UMC) and Intel executives shared the stage for the...

Friday 2 May 2025
US$1 trillion AI rush: China's memory boom shakes global chip market
China's rapid expansion of domestic memory chip production is creating market volatility and forcing established players to adjust their strategies amid already challenging geopolitical...
Thursday 1 May 2025
TSMC Arizona expands: One fab, two tones

TSMC has broken ground on its third semiconductor fabrication plant in Arizona, marking a major expansion of its U.S. operations and...

Wednesday 30 April 2025
Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak
Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging...
Wednesday 30 April 2025
Smartphone strength cushions Samsung's 1Q25 chip slump
Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion...
Wednesday 30 April 2025
Intel CEO's four turnaround strategies unveiled
Facing the biggest crisis in Intel's history, CEO Lip-Bu Tan brings his extensive semiconductor supply chain and competitive landscape expertise to bear. Since taking office, he has...
Wednesday 30 April 2025
CR Micro semiconductor upcycle soars on SiC, GaN breakthroughs amid strong 2024 results
China Resources Microelectronics Ltd. (CR Micro) reported steady gains in its 2024 annual and 2025 first-quarter results, underscoring resilience in a volatile chip market. Full-year...