Subject


Semiconductors


2025-10-31

[Insights] Multi-Billion Boost Powers China’s 2025 Chip Equipment Drive, Led by Piotech and AMEC

One key aspect of China’s semiconductor sector is its massive investment drive. In 2025, TrendForce notes, national strategic priorities have focused on overcoming bottlenecks in advanced manufacturing processes and meeting the demands of high-volume production (HVM). According to industry sour...

2025-10-31

[News] SiC Shake-Up: Toshiba Drops China SICC Deal; Wolfspeed Posts Weak Results Amid Soft Demand

Toshiba recently said that the memorandum of understanding (MOU) signed by its subsidiary, Toshiba Electronic Devices & Storage Corporation, with China’s SICC in August 2025, covering collaboration on silicon carbide (SiC) power semiconductor wafers, was terminated in September 2025 after furt...

2025-10-30

[News] China Launches First State-Level Auto Chip Testing Platform in Push for Tech Sovereignty

The disruptions at Nexperia have underscored China’s leverage in global chip supply. Now, Beijing is accelerating efforts to expand its domestic auto chip ecosystem. According to South China Morning Post, China has opened a state-level testing platform for automotive chips in Shenzhen. The report ...

2025-10-30

[News] Lutnick Reportedly Rules Out Chip Tariffs in U.S.–Korea Deal, Reversing Taiwan-Level Rate Expectations

Trump’s tariff push is jolting the semiconductor world, heightening uncertainty over global trade and competition. South Korea, deeply embedded in the global chip ecosystem, could be among the most affected by Washington’s next move. According to Chosun Ilbo, following the summit on the 29th bet...

2025-10-30

[News] Samsung 3Q Profit Hits 3-Year High on Memory, Foundry; Tesla AI5 Reportedly Set for 2nm at Taylor

Riding the wave of the memory supercycle, Samsung joined SK hynix in posting stellar third-quarter results. Following SK hynix’s record-breaking profit, Samsung reported a 32% year-on-year surge in operating profit in the third quarter — its strongest performance in over three years, according t...

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