Subject


Semiconductors


2025-08-13

[News] ASE Acquires WIN Semiconductors’ Facility for NT$6.5B to Meet Soaring Advanced Packaging Demand

According to Commercial Times, ASE said on the 11th that its subsidiary ASE Semiconductor will acquire a plant and related facilities from Taiwan’s GaAs foundry WIN Semiconductors in the Southern Taiwan Science Park, Kaohsiung, for NT$6.5 billion. Approved by the board, the purchase is aimed at e...

2025-08-12

[News] Ex-Intel CEO Craig Barrett Urges $40B from Customers to Rescue Team Blue, Slams 14A Delay

Former Intel CEO and chairman Craig Barrett has issued a bold prescription on what it will take to save both Intel and America’s ability to produce cutting-edge chips. Writing in Fortune, Barrett identifies Intel’s most urgent problem as a lack of investment, estimating the company needs about ...

2025-08-12

[News] Micron Rumored to Start Layoffs in China, Targeting Embedded R&D and Support Teams

Despite recently raising its Q4 FY25 guidance on the back of strong DRAM prices, Micron has reportedly begun layoffs in its China operations as of August 11, according to Chinese media outlets ijiwei and EETimes China. While the full extent of the layoffs is still unclear, the reports suggest the...

2025-08-12

[News] Micron Raises Q4 Forecast on Strong DRAM Pricing and AI Demand

As tech giants ramp up AI investments, U.S. memory firm Micron has been among one of the major beneficiaries. The company has raised its Q4 Fiscal 2025 revenue forecast to $11.2 billion, up from $10.7 billion, according to Reuters. In addition to the robust demand for HBM, Micron attributed the r...

2025-08-12

[News] Trump Might Approve 50% Scaled-Down NVIDIA Blackwell for China — Still Beats All Local Chips

According to Reuters, the Trump administration has asked NVIDIA and AMD to give the U.S. government 15% of revenue from AI chip sales in China, after approving exports of NVIDIA’s H20 and AMD’s MI308. Notably, in addition to the H20, Trump said Jensen Huang has a reduced version of NVIDIA’s Bl...

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