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2025-07-14

[News] Stronger Taiwan Dollar Weighs on TSMC’s Q3 Outlook: 5 Key Questions Before July 17 Earnings Call

With TSMC’s earnings call scheduled for Thursday (July 17), all eyes are on the impact of the stronger Taiwan dollar, capex plans, and progress in advanced processes and packaging. However, Economic Daily News and Commercial Times point to a cautious Q3 outlook, factoring in currency headwinds. An...

2025-07-14

[News] MLS Plans to Acquire 18.77% Stake in BridgeLux from Epistar

On July 5, MLS announced in an external investment notice that its German subsidiary, LEDVANCE GmbH, plans to acquire a stake of 18.7722% in Bridgelux (Xiamen) Co., Ltd. (hereinafter referred to as "Bridgelux") for approximately CNY 256 million from Epistar, using either its own funds or self-raised...

2025-07-14

[News] China’s Final 12-Inch Fab AMS Collapses—Another Casualty in Ongoing Chip Project Failures

Jiangsu Advanced Memory Semiconductor (AMS) has issued an announcement officially declaring the failure of its restructuring plan. This not only marks the final collapse of China’s last 12-inch wafer fab project, but also serves as a typical example of the wave of unfinished tech ventures in the c...

2025-07-11

[News] Tariff Uncertainty Could Put Malaysia’s Chip Expansion on Ice

With Trump warning a couple of days ago that Malaysia could face a separate 25% tariff starting August 1, chipmakers in the country are hitting pause on investments as they await clarity on U.S. tariffs, according to Bloomberg. Citing remarks from Malaysia Semiconductor Industry Association presi...

2025-07-11

[News] LG Innotek Unveils Copper Post Substrate Tech for Slimmer Smartphones

LG Innotek announced that it has successfully developed the world’s first copper post (Cu-Post) technology and applied it to the mass production of mobile semiconductor substrates, according to its press release. As noted by TechNews, citing Tom’s Hardware, LG Innotek’s Cu-Post replaces the t...

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