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    Tariff truce triggers currency fluctuations, Taiwan PCB supply chain on edge
    8h 49min ago
    US targets Huawei Ascend in the Middle East
    8h 49min ago
    G2 trade talks ease PC component price pressures
    8h 50min ago
    Taiwanese firms to showcase future innovation with D+Z architecture
    8h 50min ago
    Samsung evaluated outsourcing low-spec photomasks, siren supply concerns
    8h 51min ago
    SMIC and Huahong Semiconductor expand in US market amid tariffs cool off
    8h 51min ago
    NEWS TAGGED WAFER
    Wednesday 14 May 2025
    From flagship to family car: SiC drives China's EV boom amid intense price wars
    Although the 2025 Shanghai International Auto Show has concluded, its ripple effects continue to shape the automotive landscape. Bolstered by the Chinese government's early implementation...
    Wednesday 14 May 2025
    Huawei-tied SiCarrier guns for US$2.8 billion funding as China advances chip tool self-sufficiency
    SiCarrier, a Chinese semiconductor equipment startup backed by the Shenzhen municipal government, is seeking to raise US$2.8 billion in its first funding round, targeting a valuation...
    Friday 9 May 2025
    Japan's Denso, Rohm forge chip alliance targeting EVs and autonomous driving
    On May 8, Japanese automotive parts supplier Denso and chipmaker Rohm Semiconductor announced a strategic partnership aimed at deepening collaboration in semiconductor development...
    Friday 9 May 2025
    As US-China tech decoupling deepens, Chinese firm breaks ground in advanced chip inspection equipment

    As tensions escalate between the US and China over semiconductor technology, China has placed domestic innovation in chipmaking tools...

    Thursday 8 May 2025
    Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%
    Benefiting from customers' early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million)...
    Wednesday 7 May 2025
    GlobalWafers' proactive expansion with two US plants reduces tariff risks
    Driven by capacity expansion and valuation changes of its Siltronic AG shares, GlobalWafers (GW) reported a net profit after tax of NT$1.46 billion (approx. US$48.3 million) in the...
    Wednesday 7 May 2025
    Fujifilm reportedly building semiconductor materials factory in India; initial supply is for Tata Electronics' wafer plant
    According to Nikkei, Japanese semiconductor materials maker Fujifilm reportedly plans to set up a factory in Gujarat, India, aiming to start production by 2028. The company...
    Wednesday 7 May 2025
    US manufacturing renaissance spurs China's strategic semiconductor expansion
    China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese...
    Monday 5 May 2025
    China's 28nm foundry capacity to hit 31% by 2027 as SMIC, HLMC, Nexchip ramp up

    China is rapidly expanding mature-node chip production at key sites, including SMIC's fabs in Beijing, Shenzhen, Shanghai Lingang, and...

    Monday 28 April 2025
    How US chip equipment makers could shield US$10B in China sales from tariffs
    Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands,...
    Monday 28 April 2025
    Samsung cautions US on potential risks of China tech sanctions
    Samsung Electronics reportedly submitted a statement to the US Department of Commerce (DOC), warning that American sanctions targeting China's advanced technology could lead to "unintended...
    Thursday 24 April 2025
    TSMC's global expansion faces critical workforce challenge
    TSMC is struggling with workforce constraints as it builds 24 new fabrication plants globally, potentially threatening its ambitious expansion timeline, Chairman C.C. Wei revealed...
    Thursday 24 April 2025
    UMC expects rebounds in 2Q25, denies merger rumors with GlobalFoundries
    United Microelectronics Corp. (UMC) reported a consolidated revenue of NT$57.86 billion (approx. US$1.78 billion) for the first quarter, down 4.2% sequentially but up 5.9% year-over-year...
    Monday 21 April 2025
    Samsung faces delays in 1c DRAM development, raising concerns over HBM4 timeline

    Samsung Electronics is encountering delays in the development of its next-generation 1c DRAM chips, according to sources familiar with...

    Friday 18 April 2025
    7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
    TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
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