Subject


Semiconductors


2025-07-07

[News] U.S. Reportedly Mulls AI Chip Curbs on Malaysia, Thailand—Taiwan Server Firms at Risk

According to Bloomberg, sources say the U.S. Commerce Department is drafting new rules to restrict shipments of advanced AI chips to Malaysia and Thailand, as part of a broader effort to crack down on suspected chip smuggling into China. As noted by Tom’s Hardware, citing Bloomberg, a prelimina...

2025-07-07

[News] UMC Reportedly Lands Qualcomm Deal for Advanced Packaging, Mass Production in 1Q26

As UMC looks beyond mature nodes to drive growth, Economic Daily News suggests that the Taiwanese foundry has landed a major advanced packaging order from Qualcomm. Its self-developed high-end interposer has passed Qualcomm’s verification and is now nearing mass production, the report adds. UMC...

2025-07-07

[News] Absolics Reportedly Ramps Up Glass Substrate Output, Mass Production Expected by Year-End

The advancement of glass substrate technology has drawn significant attention across the semiconductor industry. According to a report from ETNews, industry sources on July 3 noted that Absolics—a subsidiary of SKC—is ramping up its production of glass substrates. ETNews highlights that this mov...

2025-07-07

[News] Samsung Reportedly Bets on 4–7nm with 30% Price Gap over TSMC, Eyeing Markets China Hasn’t Entered

While Intel has shifted focus to 14A from 18A in a strategic trade-off, Samsung has reportedly made its compromises by prioritizing on 2nm and 4nm instead of 1.4nm, as per ZDNet. Meanwhile, Chosun Biz reveals that the struggling semiconductor giant also plans to boost demand in sub-7nm processes—s...

2025-07-04

[News] Trump’s 20% Vietnam Tariff Shakeup: Foxconn and Key Taiwanese Tech Firms’ Moves and Impact

With the Trump administration locking in a 20% tariff on Vietnam, Taiwan’s tech sector is breathing a bit easier, as the country has emerged as a key alternative to China—now home to assembly lines for laptops, wearables, networking gear, and smartphones, according to the Economic Daily News. ...

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