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Monday 28 July 2025
Eternal Materials 2Q25 operating profit up 18.6%, but FX losses weigh on earnings
Eternal Materials reported stable shipments across its three core business segments in June, with consolidated revenue totaling NT$3.297 billion (approx. US$110 million), down 1.9%...
Monday 28 July 2025
TSMC issues official response regarding heavy rain floods at Chiayi AP7 plant
Due to the influence of a low-pressure system and southwest airflow, a heavy rain advisory was issued for the Yunlin, Chiayi, and Tainan regions on July 28, 2025. Chiayi County urgently...
Monday 28 July 2025
Trump drives boom: Over 200 companies queue for Arizona chip rush
Industry insiders reveal that under Trump's strong push, Arizona has become a focal point for semiconductor development supported by the US government. The upcoming SEMICON West exhibition...
Monday 28 July 2025
Analysis: Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...
Monday 28 July 2025
Update: Samsung scores Tesla chip contract as Elon Musk confirms $16.5B AI6 deal
Samsung Electronics has secured a $16.5 billion contract to produce Tesla’s next-generation AI6 chips, marking a major boost for its foundry business. The chips will be manufactured...
Monday 28 July 2025
Intel to spin off Network and Edge Group as part of strategic refocus
Intel has announced plans to spin off its Network and Edge Group (NEX) as an independent company, continuing a wave of restructuring aimed at sharpening the company's focus on core...
Monday 28 July 2025
STMicro swings to loss, scoops up NXP sensors in US$950 million reset
STMicroelectronics posted its first operating loss in over a decade, driven by US$190 million in restructuring and impairment charges amid soft automotive and industrial chip demand...
Monday 28 July 2025
Commentary: Intel's 14A pivot clears runway for TSMC
The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel...
Sunday 27 July 2025
Missed connection with Nvidia haunts Samsung as Lee Jae-yong marks 1000 days of leadership
Samsung Electronics Chairman Lee Jae-yong recently marked his 1,000th day in office, a tenure that Korean media describes as filled with challenges and crises. Even though Lee officially...
Saturday 26 July 2025
Rapidus unveils 2nm chip prototype in race to challenge TSMC's dominance
Japanese chip startup Rapidus has unveiled its first 2-nanometer chip prototype, marking a symbolic step toward its goal of mass production by 2027. The milestone comes just three...
Friday 25 July 2025
Trump's Nvidia breakup idea fizzles as Intel cries for intervention
At the "Winning the AI Race" summit in Washington, President Donald Trump revealed he once considered breaking up Nvidia to spur competition in the US artificial intelligence (AI)...
Friday 25 July 2025
Wolfspeed collapse triggers Renesas's first interim loss in 5 years
Renesas Electronics posted a net loss of JPY175.3 billion (approx. US$1.19 billion) in the first half of 2025, swinging from a JPY139.5 billion profit a year earlier. It was the Japanese...
Friday 25 July 2025
Qualcomm's 2nm wildcard: is Samsung back in play or just leverage?
Qualcomm is reportedly weighing a return to Samsung Foundry for its 2nm flagship smartphone SoCs in 2026, raising questions about a potential pivot from TSMC. Yet conflicting reports...
Friday 25 July 2025
Intel warns of exit from 14A node development after US$3 billion hit
Intel posted a wider-than-expected quarterly loss after incurring nearly US$3 billion in restructuring and impairment charges, underscoring the high financial cost of its ongoing...
Friday 25 July 2025
Tech giants ramp up AI spending in heated infrastructure race
Alphabet has raised its 2025 capital expenditure to US$85 billion from US$75 billion as technology companies accelerate artificial intelligence infrastructure investments despite...