The Nexperia dispute has shaken the global supply chain. According to Reuters, the incident has highlighted China’s considerable leverage in the global chip ecosystem, particularly across the mid- and low-end segments. It has also exposed the vulnerabilities of the automotive and industrial supply...

Japan has been stepping up its 2nm ambitions through Rapidus. According to Nikkei, Japan's Ministry of Economy, Trade and Industry (METI) said on the 21st that it will extend an additional ¥1 trillion (about $6.37 billion) in government support to the company across fiscal years 2026–27, and Rapi...

As Japan’s Kioxia posted weak September earnings in mid-November, its challenges amid the AI boom and rising memory rivals drew attention. DealSite suggests the company faces hurdles in boosting profitability and QLC competitiveness, while industry observers cited by the report say SK hynix treats...

TSMC will hold its 2025 Supply Chain Management Forum on the 25th, an event widely viewed as a key gauge of next year’s capital-expenditure outlook. According to Commercial Times, institutional investors expect TSMC’s 2026 CapEx to reach as much as US$50 billion, driven by strong AI demand, whil...

Recent reports that Apple and Qualcomm are recruiting engineers with EMIB (Embedded Multi-die Interconnect Bridge) expertise suggest Intel’s packaging technology is regaining momentum—helped in part by the tight squeeze on TSMC’s capacity. According to the Commercial Times, the shift indicates...