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Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders...
Monday 8 September 2025
Samsung solidifies lead as Apple's top display supplier

Samsung Display (SDC), LG Display (LGD), and China's BOE are expected to maintain their positions in Apple's iPhone panel supply chain...

Wednesday 3 September 2025
GCCS poised for growth in China+1 SiC substrate market
Taiwan's GCCS has become a preferred third-party supplier for global semiconductor and EV giants amid China's SiC substrate price wars. Chairman Chung-Chieh Chang expects long-term...
Tuesday 2 September 2025
Saudi Arabia targets third place in global AI race with massive data center investments
Saudi Arabia aims to become a leading global AI supplier, positioning computing power as its new economic focus. The kingdom targets reaching the world's third-largest AI supplier...
Saturday 30 August 2025
TSMC supplier AMC rewires its future with warpage-control materials after LCD collapse

Taiwan's LCD panel industry, which peaked at over NT$1 trillion in 2007, collapsed within years and became unprofitable. The decline...

Friday 29 August 2025
Nvidia to face trial in November over Valeo trade secret claims, US judge rules
A federal judge in California has ruled that Nvidia must stand trial in November over allegations it benefited from trade secrets taken from French auto supplier Valeo, Bloomberg...
Friday 29 August 2025
TSMC to tighten supplier audits, targeting firms with deep China ties ahead of 2nm rollout
Reports of TSMC halting Chinese equipment use and auditing Taiwanese suppliers have raised concern. The company said it does not comment on rumors, stressing its focus on risk management...
Friday 29 August 2025
Horizon Robotics cements lead in China's auto driving chips, eyes full autonomy within a decade
China's fast-growing autonomous driving market has cemented Horizon Robotics as the country's leading automotive chip supplier. The company posted first-half 2025 revenue of CNY1.567...
Thursday 28 August 2025
TEL says no data leak after ex-employee indicted in Taiwan for alleged TSMC 2nm tech theft
Taiwan has indicted a former TSMC engineer for allegedly leaking 2nm technology to benefit Tokyo Electron (TEL). TEL said it regrets the case, found no evidence of data leaks, and...
Thursday 28 August 2025
Taiwan Space Agency launches $81m LEO satellite program to boost local industry

Taiwan Space Agency (TASA) has launched a major initiative to industrialize communications satellite manufacturing, aiming to position...

Wednesday 27 August 2025
Japanese chip equipment makers missing out on Nvidia AI boom, says Marumae CEO

Japanese makers of semiconductor equipment parts that cater to niche markets are struggling to cash in on the AI boom, even as it drives...

Tuesday 26 August 2025
Taiwan's automotive lens market looks promising, but hurdles from China remain

As the global auto industry shifts toward electrification, autonomy, and digitalization, the collection and processing of data have become...

Tuesday 26 August 2025
Apple supplier Goertek pivots for AI+AR era with strategic optics push
Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing...
Tuesday 26 August 2025
Samsung Display expected to remain key supplier for rumored foldable iPhone
Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel...
Monday 25 August 2025
China tightens rare earth controls with new quota and traceability rules
China has introduced fresh regulatory measures to reinforce state control over its rare earth sector, further cementing its position as the world's dominant supplier of the strategic...