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REALTIME NEWS

Google eyes Nvidia's turf with new TPU-as-a-service model

SEP

15

2025

Panasonic Industry to invest in new factory in Thailand for AI server materials

Weekly news roundup: Synopsys cuts 10% staff; Broadcom lands US$10B ASIC deal; TSMC shifts fabs to EUV pellicles

Nvidia reportedly moving forward with SOCAMM2, Korean memory giants set to gain

Tata Technologies expands European footprint with EUR75 million acquisition of Germany's ESTEC

FTC investigates AI chatbots as suicide cases rise among minors

Pegatron chair sees upstream demand rebound, easing 2H25 economic concerns

Lite-On Technology marks 50th anniversary, chairman Tom Soong warns of rapid AI-driven competition

US adds 23 Chinese firms to entity list as China launches anti-dumping probe on US chip imports

Foxconn advances strategic investments to lead AI smart glasses industry

Exclusive: Micron halts NAND and DRAM quotes after SanDisk price hike, sharper increases looming

Ant Group debuts humanoid robot R1 in Shanghai, with cooking and caregiving skills

What Huawei’s shake-up at HiSilicon means

Foxconn chairman reportedly leads delegation to US amid sensitive timing

Ukraine's Skyeton brings war-tested drones to Taiwan defense expo

Taiwan’s quantum push under review as progress slows

Taiwan's Teco and Kenda explore digital twin applications

Ritwin expands three main product lines amid surging power demand in post-AI era

Huawei tops global wearables market for 2nd straight quarter with over 20% share

Hermes-Epitek’s HTSI to list on OTC, eyeing AI and HPC wafer testing boom

India roundup: China closely watches India's role in Apple supply chain

SEP

14

2025

Beyond the data center: Nvidia’s GB10 and DGX Spark mark a new phase in its AI strategy

Rigetti sees quantum computers joining data centers within five years

Beijing Tsinghua professor warns China must cut AI reliance on Nvidia

Intel loses key Ohio fab lobbyist and Xeon architect as delays mount

Navitas expands GaN, SiC push from consumer electronics to AI data centers

From slides to silicon: India's Suchi Semicon shows progress in chip packaging

Chipmakers face measurement limits at advanced nodes

Taiwan's OtO Photonics gains edge in China's semiconductor market with spectrometer focus

AI expert proposes four-quadrant framework to guide enterprise task selection for AI agents

From EVs to drones: Waffer Technology rides on magnesium alloy boom

LLMs on drones to pave way for automated airspace defense

XPeng flying car orders surpass 5,000 with Europe deliveries targeted for 2026

Munich’s IAA 2025 reveals future of cars

Intel outlines 2026 PC roadmap: Arrow Lake refresh to hold the line before Nova Lake overhaul

SEP

13

2025

Commentary: China's chip sector faces the citizenship question

Expert urges token economy for wider AI benefit

SK Hynix's rumored slowing TCB investment raises concerns for Hanmi Semiconductor as bonders market expands

Utechzone joins 3D IC alliance to expand semiconductor testing capabilities and depth

TSMC builds new fab supply chain hub in southern Taiwan

Google Cloud backlog exceeds US$106B, three AI business models drive record revenue in 2Q25

Micron courts Trump policies to challenge Korean memory giants

Beijing's chip advance, from equipment to AI, threatens Seoul's tech stronghold

Memory shortages stretch into 2026, fueling revenue boom for Taiwanese suppliers

SEP

12

2025

Lightstar Technology pivots to domestic sourcing, unveils aerospace-grade components

South Korea targets massive hydrogen market, aiming to become global leader by 2030

Taiwan Mobile CIO: AI sparks 'reversing specialization' evolution, driving B2C- to- B2B shift

Nvidia reportedly asks Samsung to double GDDR7 memory orders

Oracle rides AI wave with massive contracts and bullish outlook

Taiwan Mobile invests NT$930 million to capture AI opportunities, forecasts triple-digit growth in cloud and AI business

TASC said to supply PDs for AirPods Pro 3 for heart rate sensing

Kyushu to train 1.4 million semiconductor workers amid US$156 billion boom

Malaysia steps up semiconductor drive as G2 rivalry spurs new investments

Alibaba Group to raise US$3.17 billion via convertible bonds for cloud infrastructure expansion

Chinese wind turbine makers face rising costs amid expansion in Indian market

Indian officials say Foxconn remains committed despite Chinese worker departure, outlines India Semiconductor Mission 2.0

China's self-sufficiency agenda spurs JPT's leap into optical inspection

China's Lightstar targets record localization in optical passive components amid tariff pressures

SEMICON Taiwan 2025: AMD pushes panel-level, 3D, and optical packaging as AI demands soar

SEMICON Taiwan 2025: Mirle debuts humanoid robot, targeting semiconductor smart manufacturing

India reportedly turns to Myanmar's KIA to bolster rare earth supply for EVs

Samsung to debut tri-fold phone as early as October, 50K units to hit Korea and China first

SEMICON Taiwan 2025: CHPT enters US CSP supply chain; order visibility extends to 3Q26

Advantest tops TEL in market value after 19 years, driven by AI chip testing boom

SEMICON Taiwan 2025: Nvidia shifts optical roadmap from co-packaged to co-integrated optics

Commentary: MicroLED is lighting up display industry, but can it open new doors?

LGES plant shutdown crisis spreads nationwide

China's 10 memory firms post mixed 1H25: sales rise, profits lag

SEMICON Taiwan 2025: Quantum computing CEOs converge to showcase leaps in quantum computing tech

SEMICON Taiwan 2025: CCP Contact Probes' new semiconductor products expected to boost revenue

Connected car risks stall EV adoption at 'last two miles'

SEMICON Taiwan 2025: Hanmi Semiconductor unveils large 2.5D packaging equipment

Yageo to acquire up to 28.5% stake in Anpec Electronics through public tender offer

Infineon targets 2028 for RISC-V automotive chip rollout

SEMICON Taiwan 2025: IBM's roadmap for semiconductor and quantum development extends through 2042

SEMICON Taiwan 2025: Broadcom eyes CPO expansion beyond AI scale-out data centers

SEMICON Taiwan 2025: Hanwha Semitech maps out roadmap for advanced packaging equipment with 2026 launch plans

US signals potential trade breakthrough with Taiwan and India amid ongoing tariff talks

Nvidia weighs microchannel lid cooling in race to tame next-gen GPU power

Mexico to impose steep tariffs on Asian imports to shield domestic industry and navigate trade pressures

Exclusive: Hiwin China competes for opportunities as robots walk and drones fly

Huawei, Cambricon AI chip production set to top one million units by 2026

Huawei’s HiSilicon appoints new chairman after Eric Xu exit

Intel to continue semiconductor glass substrate commercialization despite market rumors

SEMICON Taiwan 2025: 15 Kyushu chip suppliers eye Taiwan market as TSMC spurs Japan-Taiwan investment links

Texas Instruments sees data center revenue surge 50%; projects over US$1B in 2025 as sector recovery accelerates

Nvidia backs Agility Robotics, with Taiwan suppliers set to ride the humanoid wave

Sysgration, Quantum Systems form alliance to localize drone production in Taiwan

China cracks down on false EV promotions as fierce market competition rages on

PC replacement cycle in 2025 falls short as trade tensions disrupt market

India targets global leadership in green hydrogen exports despite China's dominance

South Korean panel makers aims to regain lead with dual-layer tandem OLED

TV brand vendors boost short-term panel demand

Mini LED car displays gain traction: Ennostar and Valeo jointly debut exterior matrix display solutions at IAA Mobility 2025

Auden Techno sees growth in August, Vietnam plant to start production in 2H26

Nitto Denko and IBM collaborate on advanced semiconductor packaging materials

SEP

11

2025

BYD reportedly resumes India expansion plans with easing India-China tensions

Taiwan economic minister says TSMC leak probe will proceed despite concerns about relations with Japan

Taiwan govt suggests AI boom as leverage in US Section 232 investigation

SEMICON Taiwan 2025: Southern Taiwan Science Park showcases strength

Advanced vapor chamber design positions Apple for ultra-thin iPhones and wearable devices

SEMICON Taiwan 2025: Infineon CEO reveals future opportunities in power semiconductors

Winbond sees nearly 90% DRAM price increase, aims for 4Q25 peak

Wistron increases investment in the US, doubling capital expenditure for California subsidiary

Taiwan Mobile forecasts 30% rise in iPhone 17 sales, driven by upgrade replacements from older models

iPhone 17 strategy: three distinct lines, AI takes backseat

SEMICON Taiwan 2025: Tenstorrent's Jim Keller advocates for democratizing AI chip development with RISC-V

Taiwan to showcase next-gen defense at TADTE 2025, highlighting UAVs and naval innovations

PTI aims to be first FOPLP supplier in AI server supply chain

Phison Electronics reports record revenue growth amid rising AI demand and potential memory shortages

Shenzhen Dual-expo Spotlight | China leans on laser chips to localize AI data centers and bypass tariffs

Shenzhen Dual-expo Spotlight | Sunny Optical flags fatal flaws in smart glasses but sees AR growth ahead

Taiwan emerges as AI hotspot: Merck highlighting trio of semiconductor development trends

ACM Research courts TSMC as US–China dual-listed chip equipment maker bets on Taiwan expansion

SEMICON Taiwan 2025: Taiwan's 10-year chip program seeks to link semiconductor supply chains among democratic countries

Apple reduces reliance on Broadcom with in-house N1 chip for iPhone 17

SEMICON Taiwan 2025: Automotive chip leaders weigh AI and energy demands as Taiwan presses for deeper ties

OpenAI's US$300 billion Oracle deal underscores AI infrastructure boom and massive cash burn it comes with

Apple brings vapor chamber cooling to iPhone 17 Pro after six-year wait, yet many suppliers now chase AI servers

SEMICON Taiwan 2025: Machinery makers Tongtai and Contrel expand into semiconductor sector

SEMICON Taiwan 2025: Taiwan's semiconductor output neared NT$6T with govt boosting AI and HPC sectors

Suzhou Everbright taps AI and data center demand, expands in Europe

Beijing's barriers fail to deter China's SiC players from risky push into 8-inch wafer race

CXMT said to target 2026 HBM3E mass production, narrowing gap with Samsung and SK Hynix to 2 years

Foxconn and Tata reshape Apple supply chain as first iPhone 17 production shifts to India

Shenzhen expo underscores integration of optoelectronics and semiconductors

SEMICON Taiwan 2025: Edge AI emerging as growth driver, scalability to determine future, says NXP CEO

China downplays India’s role, yet Taiwan supply chain braces for Apple’s next moves

Apple's iPhone 17 launch puts India in the frame, but China still calls the shots

Taiwan showcases breakthroughs in CoWoS and SiC equipment to boost semiconductor self-reliance

OpenAI Fund chief highlights challenges and future of AI development in Taiwan forum

Eric Schmidt’s secret Taiwan visit mixed AI talent scouting with defense strategy

Momo's August revenue rises 4.4% MoM, iPhone upgrade wave to potentially boost sales recovery

TSMC's presence in Kumamoto exceeds expectations as Kyushu sees over 200 new investment projects

Meta's AI push hits internal roadblocks

Chieftek Precision to expand robot development with modular systems beyond humanoid designs

Foldables gain ground: Samsung leads in Taiwan, Vivo expands with aggressive strategy

Asus chair highlights integration and co-creation as keys to Taiwan's AI strategy

South Korea's UVC unveils AI-driven digital twin platform to challenge Siemens

LCY Chemical eyes advanced chip, display materials

South Korean memory giants reportedly accelerate domestic production amid US export control threats

Samsung eyes xAI chip partnership following major Tesla deal

SEP

10

2025

TSMC's Cliff Hou and Jim Keller rally behind 'Moore's law 2.0' at SEMICON Taiwan

Thunder Tiger unveils new unmanned surface vessel targeting large Taiwan defense contract

AP Memory's new ApSRAM completes customer validation, aims for mass production in 2025

Baidu launches ERNIE X1.1, claiming to rival OpenAI GPT-5 and Google Gemini 2.5 Pro benchmarks

Google leads cloud AI race with advanced TPU chips, says industry insiders

Acer's European subsidiary Enfinitec steadily expands repair and service business across the continent

Broadcom offers US$600M incentive to CEO for AI business growth

Horiba opens Taiwan lab to drive next-gen semiconductor, AI materials research

Everlight targets high-performance markets as third-gen semiconductor sales set to double in 2025

SEMICON Taiwan 2025: Zhen Ding recasts PCBs as semiconductor engines, strikes AI factory pact with Advantech

GenAI transforms SaaS but large enterprise systems remain resilient

Nvidia's server rack transition delays revenue growth but AI servers expected to recover in late 2025

Synopsys' IP business underperforms in 3QFY25, announces 10% workforce reduction

For Samsung Electronics, cross-department synergy boosts home appliance operations in Taiwan

TSMC reports 33.8% revenue increase in August, outlook shaped by AI demand and margin pressures

Commentary: Decoding the new semiconductor world order

SEMICON Taiwan 2025: Alliance Material showcases breakthrough double-sided RDL glass substrate process

OpenAI attributes AI hallucinations to LLMs trained to guess answers

Taiwan expands tax credits to boost investment in advanced smart applications

Acer's Pan-Asia HQ advances non-PC business, subsidiaries showing strong growth

Microloops reports over 100% YoY revenue growth for four months amid strong AI server demand

YMTC launches US$2.9B Phase III project as Hubei state investors step up; no Big Fund in sight

Exclusive: TSMC turns legacy fabs into EUV pellicle powerhouse, signals new front in chipmaking

Highlights from China International Optoelectronic Expo and SEMI-e: sovereign AI, drones, AR/VR/MR in focus

Apple launches iPhone 17 series with stable pricing amid tariff and market concerns

Commentary: YMTC's decade-long march, leadership shifts, and the undercurrent of China's memory substitution drive

SEMICON Taiwan 2025: Zeiss hits milestone of 10 High NA optic systems shipped as TSMC probes future of Hyper NA EUV

Apple absorbs tariff impact, keeps most iPhone 17 prices steady to stay competitive

Growth in military and semiconductor sectors fuels new momentum for IPC firms

Apple leverages e-SIM support and competitive pricing to strengthen foothold in China

China's NSIG to absorb loss-making wafer subsidiaries in US$967M restructuring

SEMICON Taiwan 2025: Memory giants compete in customized HBM race amid AI surge

Nvidia unveils Rubin CPX GPU for massive-context AI, available end 2026

AI chip demand drives future semiconductor growth trends

OpenAI reportedly in talks to bring US$500 billion Stargate project to India, sparking data center expansion

FOPLP progress is fastest in foundries, slower in testing and panel fabs

Compal partners with ZutaCore to redefine AI server cooling with waterless direct liquid technology

AI infrastructure investment may enter adjustment phase in 2026, with small-and medium-sized business demand driving new momentum

Switzerland launches open-source AI model Apertus developed by top research institutes

AI guru warns superintelligence could endanger humanity; praises China's AI governance

Immigration crackdown exposes labor and capacity risks in US auto industry

Advanced packaging battle intensifies as foundry, OSAT, and PCB sectors enter tripartite era

NXP taps former TI China chief to steer Greater China amid rising competition

Global demand for 100-inch class TVs surges due to favorable timing and conditions

Taiwan pushes immersion cooling, CoWoS tech into US AI server supply chain

China AI surge with 5,000 firms and 788 EFLOPS capacity, yet supply-demand mismatch persists

Apple launches iPhone 17 Pro, Pro Max and thinnest-ever Air with new A19 Pro chip

SEP

9

2025

DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

Tesla to open new research and development center in Kopenick, Berlin

TSMC and ASE form 3D IC alliance with 34 members to overcome advanced packaging bottlenecks

Five years on, Taiwan's G2C positions local equipment makers at center of AI packaging shift

Anli posts third-highest revenue in August 2025, returns to profitability

Kemflo International expands into activated carbon regeneration for semiconductor industry

Czech Minister of Research and Innovation visits Taiwan; NSTC highlights complementary technologies

Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands

Kakao to integrate ChatGPT into KakaoTalk in strategic partnership with OpenAI

Dell reportedly initiates third round of China layoffs, impacting Shanghai and Xiamen

RongSemi denies fab halt as YMTC Veteran takes key role in Ningbo expansion

Lianyou Metals lists on Taiwan exchange, expands cobalt output amid tungsten supply squeeze

Malaysian IC design house Oppstar and Inventec to develop AI chips together

Asia-Pacific countries lead in AI application despite lagging in development, studies show

Khgears sees robot business drive record high revenue in first eight months of 2025

LG Electronics India expected to launch IPO in October 2025

Samsung Electronics sees growth in Taiwan despite market challenges

Chip, cloud, and AI firms unite to break Nvidia's stranglehold

Over 50 Taiwan IC design houses compete for govt subsidies

HBM race intensifies: Micron’s yield confidence fuels supply chain bets

Samsung to double GDDR7 output following Nvidia B40 order

L&T Semiconductor Technologies acquires Fujitsu General Electronics' power module design assets

Globalwafers chief warns materials, not process nodes, will decide chip industry's future

CATL unveils Shenxing Pro battery, expands EU capacity with US$8.6 billion Hungary plant

UMT to double capacity by 4Q25 amid surging LEO satellite orders

BOE reportedly to supply iPhone 17 Pro OLED panels at US$40 each

Aplex partners with Adirtek to enter CoWoS supply chain

China's ACM ships first KrF coater-developer to logic fab as local supply chain advances

Taiwan's industrial PC firms expand role in semiconductor supply chain amid rising demand

China's first open AI computing architecture: Sugon, Lenovo, Moore Threads come together to challenge Nvidia CUDA

Intel announces leadership changes to strengthen execution and accelerate innovation

VinFast enters India with locally made EVs as first foreign pure-play manufacturer

TSMC and OSATs ramp up advanced semiconductor packaging amid AI-driven demand surge

Apple to unveil new products in annual event as 5G modem chip strategy evolves

ASE COO outlines Taiwan's semiconductor outlook amid post-AI era challenges

SpaceX to buy EchoStar spectrum licenses in US$17 billion deal

Research Insights: Global auto market forms multi-track pattern

SEA political turmoil impacts PC sales; Acer aims for 4Q25 rebound

Google's Nano Banana AI tool surges to 200M images, testing cloud infrastructure limits

TSMC's new materials management VP to debut at 2025 SCM Forum

Samsung's Exynos comeback aims for Qualcomm's mobile chip dominance

Taiwan steps up in satellite and 6G race, eyes role in Starlink and Kuiper networks

AI glasses and AR device market booms, but lacks momentum

CATL procurement staff visits South Korea, reportedly seeking key equipment and manufacturing technologies

China's JFSemi cracks 12-inch SiC wafer barrier with homegrown laser technology