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Wednesday 3 September 2025
Ant Group buys stake in InnoStar to back China's chip self-sufficiency
Ant Group has taken a minority stake in InnoStar Semiconductor (Shanghai) Co., a rising Chinese memory chipmaker, highlighting Beijing's drive for semiconductor self-sufficiency as...
Wednesday 3 September 2025
China's OSAT leaders Tongfu, JCET advance co-packaged optics for AI data centers
Surging demand for AI, large language models (LLMS), and high-performance computing is propelling co-packaged optics (CPO) into the spotlight of the semiconductor industry. The technology...
Wednesday 3 September 2025
The four structural hurdles hampering China's AI GPU sector
Nvidia CEO Jensen Huang's lobbying efforts for the H20 GPU and the company's upcoming Blackwell-based custom chips have drawn wide attention. But in China's GPU market, Nvidia and...
Wednesday 3 September 2025
Taiwan targets new growth in AI chip packaging with silicon carbide substrates
As AI chips advance, managing their high thermal output has become a key performance bottleneck. Semiconductor suppliers recently indicated that the advanced packaging sector is considering...
Wednesday 3 September 2025
Taiwan's economy struggles with New Taiwan dollar appreciation and export sector downturn
The appreciation of the New Taiwan dollar in the second and third quarters of 2025 has exerted significant pressure on Taiwan's export industries, with many manufacturing sectors...
Wednesday 3 September 2025
Semicon India 2025: First homegrown chip, sights set on IP leadership
At Semicon India 2025, the country's flagship semiconductor showcase, Prime Minister Narendra Modi urged global and domestic stakeholders to view India not just as a manufacturing...
Tuesday 2 September 2025
China's AI industry shows steady growth despite US technology restrictions
China has been actively demonstrating advancements in its artificial intelligence (AI) sector. Despite still trailing major US companies, China continues to pursue development amid...
Tuesday 2 September 2025
Modi inaugurates Semicon India, hails India's first made-in-India chip
Indian Prime Minister Narendra Modi inaugurated the three-day Semicon India 2025 at Yashobhoomi, highlighting India's growing role in the global semiconductor ecosystem. Addressing...
Tuesday 2 September 2025
Alibaba denies massive Cambricon chip order
Alibaba Group is reportedly making progress in its development and supply strategies for AI chips. There are mixed reports regarding the company’s procurement of computing power...
Monday 1 September 2025
DeepSeek fuels return to profit for Chinese tech champion Huawei
Huawei Technologies Co. posted a first-half profit, getting back into the black after the emergence of DeepSeek ignited a wave of AI development across China.
Monday 1 September 2025
TSMC to raise foundry prices by 5-10% across advanced nodes in 2026
TSMC plans to increase foundry prices for its advanced semiconductor processes by approximately 5% to 10% in 2026, according to sources in the IC design industry.
Friday 29 August 2025
South Korean media points to TSMC as main cause of Samsung's AP procurement cost surge
Samsung Electronics' smartphone division is reportedly struggling with escalating cost pressures, largely attributed to the rapid rise in prices for mobile application processors...
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...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei
China is preparing to triple its domestic AI chip production by 2026, according to people cited by the Financial Times. Three new wafer fabs...