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Friday 25 July 2025

The end of blank checks: Intel kills European fabs, doubles down on Vietnam and Malaysia

Intel's era of building first and finding customers later is over.

Friday 25 July 2025

Lip-Bu Tan’s Intel pivots harder toward austerity in latest earnings report

Intel CEO Lip-Bu Tan has launched a sweeping campaign of fiscal restraint, marking a sharp break from the ambitious expansionism of his...

Friday 25 July 2025

Rebellions partners with CoAsia SEMI to deliver AI chiplets to data centers worldwide

South Korean AI semiconductor startup Rebellions has inked a strategic partnership with system-on-chip (SoC) design house CoAsia SEMI...

Friday 25 July 2025

China targets 22/28nm as wafer sourcing landscape shifts

China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...

Thursday 24 July 2025

After 12 years of losses, LG Display's OLED launch a comeback

LG Display (LGD) is expected to see its OLED TV panel business turn profitable after a challenging twelve-year period. Profits have been gradually improving, with the operating profit...

Thursday 24 July 2025

China-Taiwan trade heating up amid US tariffs saga

Business exchanges between Chinese and Taiwanese makers have shown significant increases amid concerns over US tariffs, trade restrictions, and global supply chain restructuring,...

Thursday 24 July 2025

Trump weighed Nvidia breakup but was told it'd be 'hard'

President Donald Trump said he considered attempting to break up Nvidia to increase competition in artificial intelligence (AI) chips before finding out "it's not easy in that busi...

Thursday 24 July 2025

'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips

Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou...

Wednesday 23 July 2025

TI flags 2Q25 demand boost from pull-ins, expects more typical demand as tariff impact fades

Texas Instruments (TI) signaled a more moderate third-quarter outlook, with CEO Haviv Ilan citing easing tariff-related demand and ongoing geopolitical uncertainty. While earlier...

Wednesday 23 July 2025

MediaTek reportedly wins Meta's new 2nm ASIC order, aiming for 1H27 mass production

MediaTek and Broadcom continue to compete for Meta's new application-specific integrated circuit (ASIC) projects, with industry insiders stressing that both companies are performing...

Wednesday 23 July 2025

Strong China growth propels TI's industrial business

During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth.

Wednesday 23 July 2025

TI notes slower growth in automotive market, reaffirms 2025 capex plan

Texas Instruments' management struck a cautious tone during its second-quarter 2025 earnings call, highlighting signs of cyclical recovery across most end markets while acknowledging...

Wednesday 23 July 2025

TI posts solid 2Q25 results, cautious outlook tempers optimism

On July 22, Texas Instruments (TI) reported a strong set of second-quarter results, buoyed by a rebound in analog chip demand and signs of stabilization in its industrial business...

Wednesday 23 July 2025

Samsung bets on GAA and HBM4 to retake AI crown

The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung...

Wednesday 23 July 2025

3nm’s swan song: Android chipmakers race to outsmart Apple with AI

As the smartphone industry enters the second half of 2025, attention is turning toward the final chapter of 3nm system-on-chip (SoC) flagships. Apple, MediaTek, and Qualcomm are all...

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