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2025-08-08

[News] SMIC, Hua Hong Report Strong Q2 Utilization; Trump Tariff Impact Expected to Be Limited

China’s two leading foundries, SMIC and Hua Hong Semiconductor, have released their second-quarter 2025 earnings. According to Reuters, China’s largest chipmaker SMIC reported a 19.5% year-on-year decline in second-quarter profit. In a filing to the Hong Kong Stock Exchange, the company stated t...

2025-08-08

[News] Trump Demands CEO Lip-Bu Tan’s Ouster — Focus on U.S. Manufacturing Rift and Intel’s Future

Shortly after EDA giant Cadence pleaded guilty and agreed to pay over $140 million for illegal sales to China, Republican Senator Tom Cotton sent a letter to Intel’s board questioning CEO Lip-Bu Tan’s China ties — noting he led Cadence until 2021, as per Reuters. Later, President Trump blasted...

2025-08-08

[News] Oriental Materials’ In-House Core Components of Lithographic Machine Validated by SMIC

The linear motor is a core component of the motion platform in a lithography machine. Lithography machine must “carve” circuit patterns onto silicon wafers with nanometer-level precision. The linear motor directly drives the worktable and the mask stage to achieve high-speed, ultra-precise linea...

2025-08-08

[News] Texas Instruments Reportedly Launches Largest-Ever China Price Hike: 60K Products Up 10%–30%

According to ijiwei, Texas Instruments (TI) has introduced its largest-ever price hike for Chinese customers, raising prices by 10% to 30% on more than 60,000 products. While TI’s notice states that the new pricing will take effect on August 15, some Chinese customers report that the changes have ...

2025-08-07

[News] Trump’s 100% Chip Tariff Impact: TSMC, GlobalWafers Protected While UMC & Others at Risk

Just ahead of the reciprocal tariffs taking effect on August 7, U.S. President Trump announced plans to slap a 100% tariff on imported chips. According to Politico, the U.S. imported over $60 billion worth of chips in 2024, with Taiwan emerging as the top supplier at roughly $12 billion. As a result...

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