As US EDA ban tightens its grip, China’s domestic tools step into the breach

The US has issued new export restrictions targeting leading electronic design automation (EDA) firms—Cadence, Synopsys, and Siemens—prohibiting them from supplying software critical to advanced artificial intelligence (AI) chip development in China. The move intensifies Washington’s broader tech containment push and directly impacts China’s ambitions for semiconductor independence.

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Hanmi Taiwan posts record growth as demand for maintenance services and component sales surge

Hanmi Taiwan, the local subsidiary of South Korea’s Hanmi Semiconductor, reported explosive growth in the first quarter of 2025, generating 76% of its entire 2024 revenue in just three months. Industry analysts point to robust demand from key clients such as Micron Technology for maintenance services and component sales as the main driver behind the surge.

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Flytech Technology optimistic about 2H25, focuses on gross margin amid currency surge

Taiwan-based Flytech Technology anticipates a performance in the second quarter of 2025 that will closely mirror the first quarter, excluding the impact of currency exchange rates, according to chairman Tai-seng Lam. Speaking on the company’s outlook, Lam attributed the stable momentum to sustained gains in North America and steady expansion across Europe over the past six months.

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GreenRock leads new JV to secure renewable energy supply for Taiwan tech firms

As many Taiwanese technology companies strive to meet international RE100 and net-zero emissions targets, they are increasingly concerned about the long-term challenge of green energy shortages. In response, GreenRock Energy announced on June 4 the launch of a new joint venture, dubbed Yishi Energy, in partnership with Delta Energy and ZN Energy. The goal is to create an investment platform for solar energy projects and strengthen participation in Taiwan’s green power trading market.

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TSMC cautious on High NA EUV as ASML unveils its US$400M chipmaking machine

Kevin Zhang, Deputy Co-Chief Operating Officer at TSMC, recently reiterated the company’s cautious approach toward adopting High NA EUV lithography tools, emphasizing that TSMC is “in no rush” to bring the advanced technology into high-volume production. His remarks have reignited industry speculation around ASML’s multi-billion-dollar next-generation lithography platform.

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