Huawei’s shadow fab (3): key ‘mature process’ piece on the US radar

While global attention focuses on the arms race in advanced semiconductor processes below 7nm, China is quietly setting up a formidable strategy in another area considered a “non-strategic sector”—the mature process node. Among these efforts, Pengsun (PST), established in March 2022, has emerged as a low-profile yet increasingly significant player on the international radar.

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Apple reportedly evaluates Intel 14A process; Nvidia expresses interest in trial production

As US chip giant Intel CEO Lip-Bu Tan openly stated that the company may consider terminating its 14A process node plan if it cannot secure effective external client orders, Intel’s advanced foundry business is facing a critical juncture. The good news is that Apple and Nvidia have recently been named as potential first clients for Intel’s 14A process node, drawing significant industry attention.

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Eternal Materials 2Q25 operating profit up 18.6%, but FX losses weigh on earnings

Eternal Materials reported stable shipments across its three core business segments in June, with consolidated revenue totaling NT$3.297 billion (approx. US$110 million), down 1.9% from May. Gross margin remained consistent with the previous month, but lower revenue pushed up the expense ratio, resulting in an operating profit of NT$137 million (approx. US$4.66 million), a 2.81% month-over-month decline.

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TSMC issues official response regarding heavy rain floods at Chiayi AP7 plant

Due to the influence of a low-pressure system and southwest airflow, a heavy rain advisory was issued for the Yunlin, Chiayi, and Tainan regions on July 28, 2025. Chiayi County urgently announced work and school suspensions in the morning. TSMC’s Chiayi AP7 advanced packaging plant reportedly experienced flooding, with some areas submerged up to knee level. On-site workers were wading through muddy water, and construction operations were affected.

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