Subject


Semiconductors


Huawei
2025-07-11

[News] Huawei Reportedly Looks to Sell Ascend 910B in UAE, Saudi Arabia, and Thailand

Huawei has reportedly approached potential buyers in the UAE, Saudi Arabia, and Thailand to sell its older-generation Ascend 910B processors, according to sources cited by Bloomberg. As the report notes, Huawei is said to be offering the 910B in quantities of a few thousand units, though the specifi...

2025-07-11

[News] Is the GaN Foundry Model Facing Trouble? China’s Innoscience Weighs In as TSMC Plans 2027 Exit

While TSMC plans to exit the gallium nitride (GaN) wafer foundry business by 2027, industry heavyweight Infineon is ramping up its efforts—signaling a notable shift within the GaN sector. What factors might be driving these diverging strategies? According to a report from STAR Market Daily, Board ...

2025-07-10

[News] TSMC Revenue Plunges 17.7% MoM in June as Strong Taiwan Dollar Hits Foundry Sector

On July 10, TSMC announced its net revenue for June 2025. On a consolidated basis, revenue for the month was approximately NT$263.71 billion, representing a 17.7% decrease from May 2025 and a 26.9% increase compared to June 2024. According to investors cited by Commercial Times, the month-over-month...

2025-07-10

[News] Intel’s Harsh Wake-Up Call: CEO Reportedly Says It’s No Longer a Top 10 Chipmaker

While rolling out a fresh wave of layoffs—reportedly cutting over 500 Oregon jobs by July 15 as part of broader plans to cut 15–20% of manufacturing roles—Intel CEO Lip-Bu Tan bluntly told employees he no longer sees Intel as a leading chipmaker, not even in the top 10, according to Oregon Liv...

2025-07-10

[News] Chinese EDA Consolidation Falters as Empyrean Drops Xpeedic Acquisition

According to Chinese media outlet ITHome, Chinese EDA firm Empyrean Technology has announced it will no longer proceed with its planned acquisition of Xpeedic, citing a failure to reach agreement on key terms. The report notes that on July 9, the company issued a statement confirming the termination...

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