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Tuesday 12 August 2025
Trump floats weakened Blackwell export to China in return for US revenue share
US President Donald Trump signaled on Monday that he'd be open to allowing Nvidia Corp. to sell a scaled-back version of its most advanced AI chip to China.
Tuesday 12 August 2025
Micron raises outlook on strong DRAM pricing, AI demand
Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
Tuesday 12 August 2025
Trump says Intel CEO has 'amazing story,' sets Cabinet talks
President Donald Trump said members of his Cabinet would continue discussions with Lip-Bu Tan in the coming days after meeting with the Intel Corp. chief executive officer at the White...
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar...
Tuesday 12 August 2025
Sony’s solo run ends as Samsung rumored to land innovative iPhone sensor deal
Samsung Electronics Co. may have secured Apple's orders and become the second supplier of CMOS image sensors (CIS) for Apple's iPhone models, breaking Sony's long-standing exclusive...
Tuesday 12 August 2025
Taiwan's IC packaging and testing supply chain may avoid tariffs, but US expansion remains challenging
When US President Donald Trump announced increased investment in domestic manufacturing alongside Apple CEO Tim Cook, he also declared a 100% tariff on all chips and semiconductors...
Tuesday 12 August 2025
Ichia secures orders from major US firms for optical communication products, eye double-digit revenue share by 2027
Ichia Technologies reported a strong first half of 2025, with revenue climbing 20% above expectations. CEO Eric Tseng noted that while some consumer orders were pulled forward to the...
Monday 11 August 2025
PixArt shifts gears in 3Q25: gaming mouse momentum fades, game consoles take the lead
PixArt Imaging posted second-quarter 2025 revenue of NT$2.28 billion (approx. US$76 million), falling 2.9% quarter-over-quarter but rising 11.5% from a year earlier. Gross margin came...
Monday 11 August 2025
Chipone circles back to STAR Market IPO after unraveling—and a CNY30B rebound

Chipone Technology (Beijing) Co., Limited, a top-tier Chinese display chipmaker valued at CNY30 billion (US$4.2 billion), has restarted...

Monday 11 August 2025
AI memory revolution: Sandisk and SK Hynix define new standard for HBF
SK Hynix is partnering with flash memory manufacturer Sandisk to jointly promote the standardization of High Bandwidth Flash (HBF) technology. The two companies plan to leverage synergies...
Monday 11 August 2025
WT Microelectronics AI data centers fuel massive growth into 2026
IC distribution giant WT Microelectronics' chairman Eric Cheng stated at the August 6, 2025, investor conference that strong AI demand will become the core growth driver for WT in...
Monday 11 August 2025
Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...
Monday 11 August 2025
Asia Optical profit soars on strong camera and drone lens sales
Asia Optical held an online investor conference on August 6, 2025, where chairman Yi-Jen Lai praised its second quarter performance. He shared that digital cameras and action cameras...
Monday 11 August 2025
Toshiba's Japan Semiconductor to boost foundry output 50% by 2029, eyes SiC and GaN chips
Japan Semiconductor, a chipmaker under Toshiba, is seeking to significantly expand its contract chip manufacturing operations, aiming to lift output by 50% from 2024 levels by the...
Monday 11 August 2025
Samsung reportedly planning to produce iPhone image sensors in Texas, but keep packaging in Korea
Samsung Electronics will build a CMOS image sensor (CIS) production line at its Austin, Texas, semiconductor facility for Apple's next-generation iPhones, but the chips' back-end processing...