Subject


Semiconductors


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...

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...

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