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2025-10-16

[News] TSMC Posts Record Q3 Profit, EPS NT$17.44 Amid AI Surge, Tariff Concerns

TSMC today announced consolidated revenue of NT$989.92 billion, net income of NT$452.30 billion, and diluted earnings per share of NT$17.44 (US$2.92 per ADR unit) for the third quarter ended September 30, 2025. As Reuters reported, TSMC’s Q3 profit hit a record high on soaring demand for AI inf...

2025-10-16

[News] Samsung Reportedly Purchasing Two ASML High-NA EUV Tools for Mass Production by 1H26

According to The Korea Economic Daily, Samsung is reportedly set to receive its first high-numerical-aperture (high-NA) EUV scanner — the Twinscan EXE:5200B — later this year, followed by a second unit in the first half of 2026. While the company already operates a research-use high-NA EUV tool ...

2025-10-16

[News] Northern Rare Earth, Baogang Reportedly Raise 4Q Concentrate Prices 37% amid China’s Export Curbs

Around the same time Beijing announced tighter rare-earth export rules on October 9—requiring case-by-case reviews for semiconductor and AI-related materials—China’s two rare-earth giants, Northern Rare Earth and Baogang Group, moved in sync to raise transaction prices for rare earth concentra...

2025-10-16

[News] Silicon Photonics Breakthrough: High-Power Frequency Comb Achieved on Chip

A research team led by Professor Michal Lipson at Columbia University has achieved a major breakthrough in silicon photonics, as reported in the latest issue of Nature Photonics. The team successfully demonstrated a high-power frequency comb light source integrated directly on a silicon photonic chi...

2025-10-16

[Insights] Intel’s Panther Lake Emerges — Can 18A Drive an Advanced-Process Comeback?

With Intel officially unveiling Panther Lake, more details about the processor—its first built on the 18A node—are coming to light. According to Zhu Xi’s column in TechNews, Panther Lake’s performance could determine whether Intel can stage a comeback in advanced process technology. As Te...

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