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    CXMT plans US$4 billion IPO to expand DRAM capacity as AI-driven demand surge
    6h 24min ago
    China top AI leaders reality checks nation's AI development
    6h 24min ago
    Realtek and Phison enter Nvidia AI supply chain amid memory tech upgrades
    6h 24min ago
    US drone policy flip flops reflect geopolitical priorities overides national security
    6h 24min ago
    DeepSeek prepares to launch V4, challenging Silicon Valley's AI paradigms
    6h 24min ago
    TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
    6h 24min ago
    NEWS TAGGED IC MANUFACTURING
    Saturday 18 October 2025
    Samsung expands EUV fleet to seize upcoming memory supercycle

    Samsung Electronics is reportedly ramping up investment in extreme ultraviolet (EUV) lithography, planning to add five more systems for...

    Friday 17 October 2025
    New BIS rules may force Wingtech to cut Nexperia stake
    China's Wingtech is grappling with an unprecedented crisis after the Dutch government seized control of its subsidiary Nexperia. In a stunning triple blow, Nexperia's Chinese CEO,...
    Friday 17 October 2025
    Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays
    TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative...
    Friday 17 October 2025
    Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
    Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia...
    Friday 17 October 2025
    Taiwan PCB makers seize semiconductor opportunity amid load board shortage
    As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry...
    Friday 17 October 2025
    Tesla's South Korea move points to deepening semiconductor alliance with Samsung
    Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication...
    Friday 17 October 2025
    ASML stands strong despite tariffs, fueled by China and TSMC orders
    Acer chairman and CEO Jason Chen once described the "dulling effect" of US President Donald Trump's tariffs, a phenomenon now increasingly reflected in ASML's earnings and guidance...
    Friday 17 October 2025
    Commentary: TSMC chairman adopts cautious tone despite AI optimism
    TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...
    Friday 17 October 2025
    TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

    TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

    Friday 17 October 2025
    China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order
    The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor...
    Friday 17 October 2025
    GlobalWafers launches Fab300 in Italy, boosting Europe's semiconductor autonomy
    GlobalWafers announced on October 16 that its new 12-inch wafer fab, Fab300, in Novara, Italy, has officially begun operations. This marks a significant step in the company's global...
    Friday 17 October 2025
    AI expansion pushes HBM market towards $100 billion by 2028
    As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
    Friday 17 October 2025
    Power Integrations joins Nvidia's 800V AI data center supply chain
    US-based PMIC manufacturer Power Integrations (PI) announced that it has officially entered Nvidia's 800V data center power supply architecture supply chain, becoming a certified...
    Thursday 16 October 2025
    TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
    TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
    Thursday 16 October 2025
    TSMC tells clients to order early as downstream demand signals remain strong

    As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

    53/208 pages
    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook