Subject


Semiconductors


2025-11-05

[News] AMD Forecasts Strong Q4 After Record Q3 Sales, Flags China and 2026 AI Chip Ramp-up

Riding on a string of major future collaborations with OpenAI and Oracle, which are expected to boost growth in the coming years, AMD reported a record $9.2 billion in Q3 revenue. Looking ahead, it forecasts a strong Q4, with revenue around $9.6 billion, plus or minus $300 million, above analysts’...

2025-11-05

[News] China’s Big Fund Phase III Invested in Lithographic Material Related Company

Recently, Chinese business registration information shows that Nantong Crystal Co., Ltd. (“Nantong Crystal”) has undergone a shareholder change. SDIC Jixin—a fund under China Integrated Circuit Industry Investment Fund Phase III (Big Fund Phase III)—has been added as a new shareholder. Meanw...

2025-11-05

[News] TSMC’s Possible Weak Spot? Industry Commentator Sees Chances for Japan’s Rapidus

Backed by Japan’s push for semiconductor revival, Rapidus is positioning itself as a challenger to TSMC’s reign — but can it deliver? According to Commercial Times, citing a recent interview by Shupure News with industry commentator Jyo Poyo, who frequently publishes in outlets such as Tokyo ...

2025-11-04

[News] Nexperia Reportedly Expanding in Southeast Asia; Wingtech Sister Firm Said to Supply China Plant

A widening rift between Nexperia’s China and Netherlands operations is stirring concern across the global auto industry. According to Bits&Chips, sources say the European arm of Nexperia is accelerating efforts to expand its assembly and testing capacity outside China. The company’s Malaysia...

2025-11-04

[News] Huawei Unveils Enterprise Storage Refresh: A Series Dorado Slashes HBM Dependency via UCM

Beyond its September reveal of a multi-year Ascend AI chip roadmap through 2028—complete with proprietary HBM development—Huawei is making equally aggressive moves in enterprise storage. At its Huawei Connect Europe event in Madrid, the tech giant rolled out a sweeping refresh of its storage por...

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