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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
Made in America, sourced from Taiwan? Trump's new tariff math rewrites the rules
US President Donald Trump signed two executive orders on Tuesday (April 29, 2025, PT), easing certain tariffs affecting automakers. The rollback of these trade measures, which companies...
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
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...
Wednesday 30 April 2025
Foxconn reportedly eyes India's new PLI scheme amid soaring local growth as Tata begins iPhone production at new plant
Foxconn is planning to invest in India through its subsidiary Yuzhan Technology to tap into the newly launched production-linked incentive (PLI) scheme for electronic components,...
Wednesday 30 April 2025
China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9%...

Wednesday 30 April 2025
Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market
Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on...
Wednesday 30 April 2025
Tariffs threaten production and sales systems; Pegatron chairman warns of stagnation from shelves to factories
Pegatron chairman, Tzu-Hsien Tung, recently told Reuters that the US tariff policy's unpredictability has brought significant uncertainty to the American consumer market,...
Wednesday 30 April 2025
Intel advances 18A, 14A nodes to anchor US foundry strategy

At its inaugural Intel Foundry Direct Connect 2025 event on April 29 in the US, Intel laid out its vision for reclaiming semiconductor...

Wednesday 30 April 2025
Nissan to close Wuhan plant, cutting China factories from 6 to 4
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Wednesday 30 April 2025
Made in America, delayed by parts
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Tuesday 29 April 2025
China's export barriers throttle Trump tariff-driven global supply chain exodus
President Donald Trump's renewed tariff policies have pushed US-China trade tensions to an all-time high. As a result, global supply chains are scrambling to speed up production line...
Tuesday 29 April 2025
EDT and Nippon Seiki JV to localize India automotive LCD production
Taiwan-based panel maker Emerging Display Technologies (EDT) and Japan's Nippon Seiki signed a joint venture agreement on April 25, 2025, to establish EDT-India Private Limited, focusing...
Tuesday 29 April 2025
Samsung shifts focus to 3D DRAM in intensifying competition from SK Hynix and Chinese rivals
Samsung Electronics has reportedly decided to adopt Vertical Channel Transistor (VCT) DRAM as its core next-generation memory product, with plans to begin mass production within the...