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2025-11-05

[News] TSMC Affiliate VIS Sees 4–6% Q4 Wafer ASP Rise as Aggressive Price Cutting Fades

TSMC’s affiliate, Vanguard International Semiconductor (VIS), announced its third-quarter results, reporting net revenue of NT$12.349 billion (about US$413 million), up 4.6 percent year on year. According to Commercial Times, this marked a record high for the same period in the company’s history...

2025-11-05

[News] AMD Forecasts Strong Q4 After Record Q3 Sales, Flags China and 2026 AI Chip Ramp-up

Riding on a string of major future collaborations with OpenAI and Oracle, which are expected to boost growth in the coming years, AMD reported a record $9.2 billion in Q3 revenue. Looking ahead, it forecasts a strong Q4, with revenue around $9.6 billion, plus or minus $300 million, above analysts’...

2025-11-05

[News] China’s Big Fund Phase III Invested in Lithographic Material Related Company

Recently, Chinese business registration information shows that Nantong Crystal Co., Ltd. (“Nantong Crystal”) has undergone a shareholder change. SDIC Jixin—a fund under China Integrated Circuit Industry Investment Fund Phase III (Big Fund Phase III)—has been added as a new shareholder. Meanw...

2025-11-05

[News] TSMC’s Possible Weak Spot? Industry Commentator Sees Chances for Japan’s Rapidus

Backed by Japan’s push for semiconductor revival, Rapidus is positioning itself as a challenger to TSMC’s reign — but can it deliver? According to Commercial Times, citing a recent interview by Shupure News with industry commentator Jyo Poyo, who frequently publishes in outlets such as Tokyo ...

2025-11-04

[News] Nexperia Reportedly Expanding in Southeast Asia; Wingtech Sister Firm Said to Supply China Plant

A widening rift between Nexperia’s China and Netherlands operations is stirring concern across the global auto industry. According to Bits&Chips, sources say the European arm of Nexperia is accelerating efforts to expand its assembly and testing capacity outside China. The company’s Malaysia...

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