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Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational performance in the second half of 2025 to be on par with the first half. The company is striving for full-year revenue growth, particularly targeting double-digit increases in new projects within the AI servers and automotive markets.
Monday 30 June 2025
Samsung reportedly promotes advanced 2nm process amid foundry setbacks
Samsung is pushing its second-generation 2nm process, SF2P, promising notable performance and efficiency gains. As its chip business faces mounting pressure, the company is betting on advanced AI and mobile applications to revive its foundry momentum and attract major clients amid stalled 3nm adoption and scaled-back capital investment.
Monday 30 June 2025
Rebellions builds AI chip with Samsung HBM3E in bid to rival Nvidia's H100
South Korean artificial intelligence chip startup Rebellions has unveiled a prototype of its next-generation neural processing unit (NPU), integrating Samsung Electronics' 12-stack HBM3E high-bandwidth memory in a strategic move to challenge Nvidia's high-end accelerators.
Monday 30 June 2025
Intel's CSO reportedly to leave today
Safroadu Yeboah-Amankwah, chief strategy officer (CSO) at Intel, is set to depart the company by June 30, marking one of the latest executive changes following Lip-Bu Tan's appointment as CEO in March, according to two individuals familiar with the matter who spoke to Reuters on condition of anonymity. Intel has confirmed Yeboah-Amankwah's departure, expressing gratitude for his contributions.
Saturday 28 June 2025
Nvidia storms back toward $4 trillion
Two years after Nvidia Corp. made history by becoming the first chipmaker to achieve a $1 trillion market capitalization, an even more remarkable milestone is within its grasp: becoming the first company to reach $4 trillion.
Saturday 28 June 2025
Marvell bets big on custom AI chips to challenge Broadcom's lead

While Broadcom remains a dominant force in the AI ASIC market, Marvell Technology is working hard to catch up, much like AMD's continued pursuit of Nvidia. AMD CEO Lisa Su has long argued that the global AI market is growing fast enough to support multiple winners. Marvell appears to be banking on the same theory.

Friday 27 June 2025
As US and Japan expand EUV capabilities, South Korea faces semiconductor setback

As the global race to develop next-generation semiconductor technologies accelerates, the United States and Japan are investing heavily in extreme ultraviolet (EUV) lithography equipment through public-private partnerships. In contrast, South Korea, constrained by limited budgets, is lagging in deploying cutting-edge tools, raising concerns that it may lose ground in the race for semiconductor supremacy.

Friday 27 June 2025
TSMC expands its lead as global chip foundries enter '2.0' era
As semiconductor manufacturing becomes increasingly intricate, foundries are no longer confined to traditional chip fabrication. Instead, the industry is transitioning into what Taiwan Semiconductor Manufacturing Company (TSMC) has coined "Foundry 2.0" — an era marked by the integration of wafer production, advanced packaging, photomask services, and even segments of the integrated device manufacturer (IDM) supply chain.
Thursday 26 June 2025
Hardware falls behind as AI compute demand sparks new era for custom silicon
As the world shifts toward an "everything AI" paradigm, compute demands are rapidly outpacing hardware performance gains, ushering in what industry leaders are calling a golden decade for custom-designed AI chips (ASICs), beginning in 2025.
Thursday 26 June 2025
Generalplus achieves automotive-grade certification for MCU, enters automotive electronics market
Generalplus has announced that its self-developed MCU product, the GPM32F9010RLQ, has passed the AEC-Q100 Grade 1 automotive-grade certification. This milestone represents the company's initial entry into the automotive electronics market, with a product meeting stringent industry standards. The certification verifies that the MCU complies with critical automotive requirements concerning functional safety, environmental tolerance, and reliability.
Thursday 26 June 2025
IC distributors pivot to Southeast Asia under trade turbulence

With US-China tariff tensions intensifying and global manufacturers racing to decentralize their supply chains, Southeast Asia is emerging as the new strategic hub for IC distributors. Beyond the geopolitical calculus, companies are increasingly drawn to the region's potential as a high-growth cluster for automotive electronics, IC testing and packaging, and emerging tech ecosystems.

Thursday 26 June 2025
Bosch partners with Mindgrove to co-develop SoC solutions for smart electronics and industrial applications
Bosch Global Software Technologies (BGSW) has signed a Memorandum of Understanding (MoU) with Chennai-based fabless semiconductor startup Mindgrove Technologies to jointly develop high-performance system-on-chip (SoC) solutions aimed at applications in automotive, industrial automation, consumer electronics, and smart IoT infrastructure.
Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure, the expansion of US-based manufacturing, and the acceleration of next-generation computing technologies. His remarks highlighted both Nvidia's near-term momentum and long-term investments to address a global surge in demand for advanced AI systems.
Thursday 26 June 2025
Chip designers stay cautious on 3Q25 outlook despite resilient 2Q25 shipments
Taiwanese IC designers remain wary of third-quarter prospects despite stronger-than-expected second-quarter performance, as uncertainty over US tariff policies continues to cloud customer demand visibility.
Thursday 26 June 2025
Taiwan tech giants unite to counter threats rising from global patent wars
As global patent litigation escalates, Taiwan's leading tech firms are coming under increasing fire. In 2024, several Taiwanese networking equipment manufacturers were blindsided by Huawei's demands for steep patent licensing fees. That same year, TSMC, the world's largest contract chipmaker, found itself targeted by a lawsuit in the United States filed by Advanced Integrated Circuit Process LLC (AICP), a little-known Texas-based firm.
Thursday 26 June 2025
TSMC joins industry push to guard Taiwan’s semiconductor edge with 150,000 patents
Industries worldwide have been dealing with a surge in litigation risk from non-practicing entities (NPEs), commonly known as "patent trolls." To help Taiwanese players defend against NPE threats, Taiwan's Industrial Technology Research Institute (ITRI), together with the Chinese National Federation of Industries (CNFI), Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), and IPIC have established the License on Transfer (LOT) Industry Alliance, with support from Taiwan Semiconductor Manufacturing (TSMC), ASE Technology Holding, Powertech Technology (PTI), Siliconware Precision Industries (SPIL), Vanguard International Semiconductor, Giga-Byte Technology, Arcadyan Technology, Micro-Star International (MSI), Advanced Echem Materials (AEMC), and Unimicron.
Wednesday 25 June 2025
Xiaomi XRing O2 surfaces: new SoC challenger to Qualcomm, Apple?
Xiaomi has filed multiple new trademarks — "XRing O2," "XRing T1," and "XRing O" — signaling continued momentum in its in-house semiconductor development. The move follows the launch of its XRing O1 chip, a high-performance 3nm SoC manufactured using TSMC's second-generation N3 process.
Wednesday 25 June 2025
Intel to cut jobs, exit auto chips as cost pressures mount and global projects face delays
Intel has begun executing a new round of layoffs announced two months ago by CEO Lip-Bu Tan as the chipmaker continues its sweeping efforts to reduce costs amid mounting financial and operational pressures.
Wednesday 25 June 2025
China vows response after Taiwan blacklists Huawei and SMIC
Beijing has strongly condemned Taiwan's recent decision to blacklist Chinese companies, including Huawei Technologies Co. and Semiconductor Manufacturing International Corp. (SMIC), vowing to take "forceful measures" in response to what it calls "technological blockades".
Wednesday 25 June 2025
China's 618 shopping festival fizzles as subsidy impact wanes, IC demand stalls
China's month-long 618 shopping festival ended last week, with supply chain sources viewing it as the final boost from fading government subsidies. While past shopping events often spurred strong sales, the 2025 edition saw limited momentum as subsidy effects diminished by the second quarter.
Wednesday 25 June 2025
China’s 618 shopping festival fails to ignite memory market as prices outpace demand

China's annual 618 mid-year shopping festival — once a bellwether of consumer strength — wrapped up with mixed results this year, highlighting persistent weakness in domestic demand and mounting challenges for the memory and storage sectors.

Wednesday 25 June 2025
Trade uncertainty weighs on Taiwan despite strong tech demand
After nearly two weeks of conflict, a ceasefire between Israel and Iran has brought a temporary halt to hostilities, easing fears of disruption in the Strait of Hormuz and triggering a sharp drop in global oil prices. Yet while geopolitical tensions may be cooling, economic uncertainty lingers, particularly for Taiwan's export-driven industries.
Wednesday 25 June 2025
Chip capital to compute catalyst—Taiwan's pivot to innovation leadership
Taiwan is accelerating its shift from a manufacturing base to a tech innovation hub, driven by advances in high-performance computing (HPC) and artificial intelligence (AI). On June 24, the National Center for High-Performance Computing (NCHC), under the National Applied Research Laboratories, unveiled the "Nano 5" supercomputer — an AI-optimized system aimed at advancing semiconductor innovation and upgrading the entire supply chain.
Wednesday 25 June 2025
Chinese GPU startups rush to IPO as US sanctions bite
As the global race for AI computing power heats up, Chinese GPU startups are rushing to go public. Companies such as Moore Threads, MetaX Integrated Circuits (Shanghai) Co., Shanghai Enflame Technology, and Shanghai Biren Intelligent Technology have all launched IPO plans in recent months.
Wednesday 25 June 2025
Local investment momentum remains strong despite Chinese firms reportedly tapping Malaysian data centers to access US AI chips
Amid US export controls on advanced AI chips, Chinese firms are turning to Southeast Asia to maintain their AI development momentum. According to The Wall Street Journal, some Chinese companies have routed operations through subsidiaries in Singapore and Malaysia to rent Malaysian data centers equipped with Nvidia's high-end GPUs. These efforts reflect growing attempts to circumvent restrictions and meet surging demand for computing power.
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