Subject


Semiconductors


2025-10-31

[News] Chip Packaging Giant ASE Reportedly to Boost 2025 CapEx by US$1B Amid Strong AI and HPC Demand

AI is driving demand for advanced packaging, and Taiwan-based chip packaging giant ASE, which held its earnings call on the 30th, is moving quickly to ramp up operations. According to Economic Daily News, CFO Joseph Tung said the company’s 2025 capital expenditure will increase by US$1 billion to ...

2025-10-31

[News] Samsung in Talks to Supply HBM4 to NVIDIA for 50K-GPU AI Mega Fab; HBM3e/GDDR7/SOCAMM2 Also Included

Shortly after CEO Jensen Huang met with Samsung Electronics Chairman Jay Y. Lee and Hyundai Motor Group Executive Chair Euisun Chung over fried chicken and beer, NVIDIA announced a major collaboration with the South Korean government and tech industry, led by Samsung. According to Samsung, it has...

2025-10-31

[News] AWS’s Trainium3 Reportedly Draws Interest from Large, Mid-Sized Clients, Ramping Early ’26

Amazon’s cloud unit AWS posted 20% sales growth in Q3, while its custom chip developments also grabbed attention during the earnings call on October 30th. According to Yahoo! Finance transcripts, CEO Andy Jassy said Trainium2 adoption remains strong, and Trainium3 is set to preview by year-end, wi...

2025-10-31

[News] EU Tech Chief to Meet Nexperia; Wingtech Demands CEO’s Reinstatement Amid China Shift Claims

Disruptions at Nexperia continue to heighten concerns over a potential auto chip shortage, putting additional pressure on global automakers. In response, the EU is stepping in. According to Reuters, EU tech chief Henna Virkkunen is set to meet with the chipmaker on Friday. Virkkunen announced the...

2025-10-31

[News] Intel Reportedly Eyes AI Startup SambaNova, Where Lip-Bu Tan Serves as Executive Chairman

After refreshing its AI chip roadmap with the next-gen Crescent Island data center GPU following Gaudi, Intel is reportedly eyeing its next move in AI. Bloomberg and Reuters report that the chipmaker in early talks to acquire AI chip startup SambaNova Systems, where CEO Lip-Bu Tan has served as exec...

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