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Friday 18 July 2025
China's chip surge pushes Japan's JS Foundry into bankruptcy after Taiwan deal stalls
JS Foundry, a Japanese contract chipmaker specializing in power semiconductors, has filed for bankruptcy with the Tokyo District Court after failing to withstand mounting pressure...
Friday 18 July 2025
OpenAI diversifies cloud providers as AI compute demand outpaces supply
OpenAI has diversified its cloud infrastructure beyond Microsoft Corp. to include Google Cloud, CoreWeave Inc., and Oracle Corp., underscoring the intensifying competition for scarce...
Friday 18 July 2025
Tesla, GM move to localize LFP supply chain amid China clampdown
China has imposed new export controls on key materials and technologies tied to lithium iron phosphate (LFP) batteries, a move industry insiders say global supply chains had been...
Friday 18 July 2025
TSMC shrugs off macro headwinds with bold guidance hike — here's what's driving it

TSMC has shrugged off currency volatility, reciprocal tariff threats, and looming chip trade duties to raise its 2025 US dollar revenue...

Friday 18 July 2025
TSMC delivers impressive 2Q25 results despite exchange rate crisis
Taiwan Semiconductor Manufacturing Company (TSMC) announced its second-quarter 2025 results during an earnings call on July 17, posting a second-quarter consolidated revenue of NT$933.79...
Thursday 17 July 2025
South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch
Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced process products such as DDR5 and high-bandwidth memory (HBM),...
Thursday 17 July 2025
Beyond Arizona: TSMC’s next big bet may be in rural Taiwan
Taiwan Semiconductor Manufacturing Co. (TSMC) has reiterated its commitment to growing semiconductor production in Taiwan, despite increasing investments in the US. Supply chain sources...
Tuesday 15 July 2025
AI boom is transforming data centers & pushing energy limits
There is no question that AI and cloud computing have been rapidly revolutionizing the technology landscape. From capacity expansion and energy pressure to cooling innovations, data...
Sunday 13 July 2025
China plots desert AI hub with 115,000 Nvidia chips, skirting US export bans
China plans to build at least 39 data centers in the desert regions of Xinjiang and Qinghai, outfitted with over 115,000 Nvidia H100 and H200 GPUs. These advanced chips have been...
Saturday 12 July 2025
Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs
Taiwan's Nanya Technology reported a deeper second-quarter loss despite surging memory chip demand, as currency headwinds and pricing pressures offset volume gains.
Friday 11 July 2025
Malaysia's Penang eyes semiconductor upgrade as AI demand reshapes industry
Malaysia's Penang state, home to about 13% of global semiconductor assembly and testing capacity, is positioning itself to capture more advanced chip manufacturing as artificial intelligence...
Friday 11 July 2025
Nissan shifts production of its Kicks SUV to Japan, taps Foxconn to revive underused Oppama plant
Nissan will start producing its compact SUV, the Kicks, at the Oppama plant in Kanagawa Prefecture in the second half of fiscal 2025 (October 2025 to March 2026), according to Nikkei...
Friday 11 July 2025
Wi-Fi 7 bundled plans drive Arcadyan's record revenue
Arcadyan's record-breaking first-half 2025 revenue was fueled by booming demand for Wi-Fi 7 devices, rising Passive Optical Network (PON) adoption, and aggressive restocking by telecom...
Thursday 10 July 2025
Ford reboots US battery plant after tax shift clears CATL licensing path
Ford will move forward with its US$3 billion lithium iron phosphate (LFP) battery plant in Marshall, Michigan, after the Trump administration's US$3.4 trillion budget bill preserved...
Tuesday 8 July 2025
Taiwan testing firm BTL posts second-best quarterly revenue on AI demand
Electronic testing company BTL Group reported its second-highest quarterly revenue on record as artificial intelligence applications drive end-user demand and US regulatory actions...