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Thursday 30 October 2025
UMC reports Q3 gains as specialty and 22nm platforms boost growth

Benefiting from increased wafer shipments and higher capacity utilization, United Microelectronics Corporation (UMC) reported its most profitable quarter in nearly two years for the third quarter of 2025.

Thursday 30 October 2025
AMEC reports 46% sales jump on strong etching, thin-film tool momentum
Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) reported strong growth in the first three quarters of 2025, driven by surging demand for its etching and thin-film deposition equipment used in advanced logic and memory chip production.
Thursday 30 October 2025
Samsung 3Q25 marks the reset of the global memory hierarchy
Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and heavy capital spending converge in a more competitive landscape. The company's strategy reveals how it plans to stay ahead of SK Hynix and Micron Technology.
Thursday 30 October 2025
Singapore leverages advanced packaging to capture share of US$1 trillion chip market
Terence Gan, Executive Director of Singapore's Institute of Microelectronics (IME), delivered a confident address at the 2025 Advanced Packaging Developers Conference (APDC), unveiling Singapore's ambition to become a global center for advanced semiconductor packaging research and commercialization as artificial intelligence reshapes the industry.
Thursday 30 October 2025
STATS ChipPAC targets 600mm panel-level packaging in roadmap for next-generation AI chips

Dr. Nokibul Islam, Senior Director at STATS ChipPAC, presented the company's advanced packaging technology roadmap at the 2025 Advanced Packaging Developers Conference (APDC), identifying advanced packaging as one of the fastest-growing areas in the semiconductor industry.

Thursday 30 October 2025
'Semiconductor paradox' defines next chip boom, says director of Singapore's SSIA

Ang Wee Seng, Executive Director of the Singapore Semiconductor Industry Association (SSIA), told attendees at the 2025 Advanced Packaging Developers Conference (APDC) that the industry must strengthen collaboration and local networks to navigate geopolitical and resource challenges as it moves toward a projected US$1 trillion market by 2030.

Thursday 30 October 2025
Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push
Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic and security risks. Key officials have been appointed to lead these efforts.
Thursday 30 October 2025
Hanwha Semitech and Hanmi Semiconductor escalate HBM equipment patent dispute
Korean media have confirmed that Hanwha Semitech, previously sued by Hanmi Semiconductor for patent infringement, has now filed a counter-lawsuit against Hanmi, accusing Hanmi's HBM TC Bonder core technology of infringing its patents.
Thursday 30 October 2025
Wingtech urges the Netherlands to reverse takeover of Nexperia through Dutch public media

Chinese electronics manufacturer Wingtech Technology has filed a formal statement with the Dutch public broadcaster NOS, urging the Netherlands to revoke its decision to temporarily take control of Nexperia, the semiconductor company Wingtech acquired in 2019. The move marks a new flashpoint in the increasingly strained relationship between China and Europe's technology industries, as national security and industrial policy concerns collide.

Thursday 30 October 2025
STATS ChipPAC CTO: Scaling innovation defines AI and HPC's next era
IK Shim, Chief Technology Officer of STATS ChipPAC, opened the 2025 Advanced Packaging Developers Conference (APDC) with a clear message: the semiconductor industry's greatest challenge is no longer invention itself, but turning invention into a manufacturable, scalable reality.
Thursday 30 October 2025
GlobalFoundries to invest EUR1.1 billion to expand Dresden semiconductor facility
GlobalFoundries announced plans to invest EUR1.1 billion to expand its semiconductor manufacturing operations at its Dresden, Germany site. The investment, part of the project known as SPRINT, will increase production capacity to more than one million wafers per year by the end of 2028, making it the largest facility of its kind in Europe.
Thursday 30 October 2025
Samsung 3Q25 profit surges on AI chip demand, beats estimates
Samsung reported consolidated revenue of KRW86.1 trillion (US$59.8 billion) and operating profit of KRW12.2 trillion for the quarter ended September 30, 2025, beating both its own forecast and market estimates. Revenue climbed 15.4% from the second quarter's KRW74.6 trillion and roughly 8.9% year-over-year, while operating profit surged 160% quarter-over-quarter and about 33% from a year earlier.
Thursday 30 October 2025
China's 15th Five-Year tech doctrine to tilt global industry balance

China's next phase of technology strategy is injecting fresh uncertainty into global supply chains, signalling a new round of strategic recalibration across industries worldwide.

Thursday 30 October 2025
Commentary: China's JCET bets on AI to challenge global packaging giants
Artificial intelligence (AI) is reshaping the global semiconductor supply chain and accelerating transformation in IC packaging and testing. As Qualcomm moves into the AI data center space to challenge Nvidia, OSAT vendors are entering a new phase of technology upgrade and supply-chain reorganization.
Thursday 30 October 2025
Jensen Huang kills three birds with one stone at GTC DC
Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology and markets have evolved. The main highlight remains CEO Jensen Huang's two-hour keynote speech. This year, however, Nvidia held an additional event in Washington, DC, sparking speculation about Huang's next moves for the industry.
Thursday 30 October 2025
JCET unveils Singapore blueprint for next-gen semiconductor packaging
Rising demand for AI, 5G, and high-performance computing (HPC) chips is turning advanced packaging into a key front in the semiconductor race. China's largest OSAT provider and the world's third-largest, JCET Group, is ramping up its global expansion while zeroing in on next-generation packaging innovation.
Thursday 30 October 2025
Delta Electronics to acquire majority stake in Japanese RF power systems firm Noda RF Technologies
Delta Electronics announced on October 29 that it will acquire a 90.23% stake in Japan's Noda RF Technologies (NRF) via its subsidiary Delta Electronics (Netherlands) B.V. for approximately JPY5.024 billion (approx. US$33.02 million). Following this transaction, combined with its existing shares, Delta will hold full ownership of NRF.
Thursday 30 October 2025
Egis Technology unveils AI vision, robotics, and 3nm computing platforms at 2025 Tech Day
Taiwanese semiconductor group Egis Technology held its annual "2025 Egis Tech Day" on October 28, 2025, unveiling a suite of cutting-edge innovations under the theme of "fully activated AI."
Thursday 30 October 2025
Texas Instruments sees 50% YoY data center growth amid signs of slower recovery
As US semiconductor companies race to expand domestic manufacturing capacity, Texas Instruments (TI) and Micron Technology are emerging as the most aggressive investors, committing tens of billions of dollars to new fabrication facilities. While Intel CEO Lip-Bu Tan's "subtraction strategy" has steered the company back to revenue growth and profitability in the third quarter of 2025, continued construction delays at its long-promised Ohio plant mean that production remains a pipe dream. In contrast, Micron and TI are moving forward with massive investments in line with President Donald Trump's "Made in the USA" initiative.
Thursday 30 October 2025
Nexperia's export ban sparks Brazil auto shutdown fears
Brazil's government has warned of an impending semiconductor shortage that could halt car production within weeks, the latest fallout from the Dutch government's takeover of Chinese-owned chipmaker Nexperia and China's retaliatory export ban.
Wednesday 29 October 2025
South Korean tycoons meet Nvidia CEO as part of APEC corporate diplomacy
Leading South Korean conglomerate heads are set to engage in intensive "corporate diplomacy" during the 2025 Asia-Pacific Economic Cooperation (APEC) summit, meeting with global leaders and entrepreneurs to expand international cooperation and investment opportunities.
Wednesday 29 October 2025
WPG launches smart warehousing to strengthen semiconductor supply chain services
In response to the surge in AI- and HPC-driven market demand, WPG Holdings' board of directors has approved an adjustment to its investment structure to further advance its semiconductor supply chain strategy. WPG will implement a professional division of labor within the group and enhance the operational efficiency and market share of its Logistics as a Service (LaaS) business.
Wednesday 29 October 2025
Unified packaging standards seen as key to meeting AI and automotive demands
Taiwan's printed circuit board (PCB) manufacturers and outsourcing semiconductor assembly and test (OSAT) providers are positioned for significant growth driven by artificial intelligence (AI), 5G/6G communications, and automotive electronics. However, they face challenges, including supply chain vulnerabilities, talent shortages, and a lack of unified packaging standards. Devan Iyer, CSO for Advanced Electronic Packaging at the Global Electronics Association, outlined these issues and opportunities in an exclusive interview with DIGITIMES.
Wednesday 29 October 2025
Apple and Tesla orders fuel Samsung's recovery
Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News 1 referenced KB Securities, stating that mobile DRAM prices exceeded expectations in the fourth quarter of 2025, rising more than 20% quarter-over-quarter. To optimize AI functions, Apple plans to expand the 12GB capacity previously limited to iPhone Pro and Pro Max high-end models to standard models starting with the second half of 2026's iPhone 18 series.
Wednesday 29 October 2025
Intel shifts assembly and testing to Vietnam, plans tech talent recruitment
Intel is planning to relocate part of its assembly, packaging, and testing capacity to Vietnam as part of a global strategic adjustment aimed at optimizing its manufacturing layout and boosting efficiency and competitiveness. The company has requested more support from the Vietnamese government during this transition.