Monthly Archives: August 2025

[News] Applied Materials Warns of Q4 Revenue Drop on China Slowdown, Tariff Worries

Posted on 2025-08-15 by TrendForce

Following peers ASML and Tokyo Electron signaling caution on 2026 prospects, U.S. chipmaking equipment leader Applied Materials forecast a drop in fourth-quarter revenue, blaming sluggish demand in China and choppy orders from customers rattled by tariff-driven uncertainty, according to Reuters. …

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[News] China Claims No. 2 Globally in Computing Power, Holds 60% of AI Patents

Posted on 2025-08-15 by TrendForce

According to a report from Central News Agency, China’s State Council Information Office held a press conference on August 14 to highlight the achievements of the country’s “14th Five-Year Plan” (2021–2025). Among these, China’s total computing power reportedly ranks second …

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[News] China’s Beijing E-town Files $13.9M Suit Against Applied Materials Over Alleged Plasma Tech Theft

Posted on 2025-08-15 by TrendForce

With chipmaking tools at the center of the U.S.-China tech war, Chinese equipment maker Beijing E-town Semiconductor has sued U.S. giant Applied Materials for allegedly stealing trade secrets, seeking 99.99 million yuan ($13.9 million) in damages for violating China’s Anti-Unfair …

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[News] DeepSeek R2 Model Launch Reportedly Delayed Amid Huawei Ascend Chip Hurdles

Posted on 2025-08-14 by TrendForce

According to Financial Times, DeepSeek has delayed releasing its new model, reportedly due to unsuccessful attempts to train it on Huawei’s chips—highlighting the limits of Beijing’s drive to replace U.S. technology. The report, citing sources, says DeepSeek has faced ongoing …

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[News] Japan’s Kanto Denka Fire Threatens NF₃ Supply, Alerts Chipmakers Like TSMC, Samsung and Rapidus

Posted on 2025-08-14 by TrendForce

A fire at Japanese industrial gas maker Kanto Denka Kogyo’s nitrogen trifluoride operations is raising alarms over semiconductor supply chain disruptions, as the company supplies major clients including TSMC, Samsung, Micron, and Japan’s Kioxia, Sony, and Rapidus—highlighting the potentially wide-reaching …

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