30
Oct
Memory chipmaker MXIC reported a net loss of NT$862 million (US$28.1 million) in the third quarter of 2025, marking its ninth consecutive quarterly deficit. Chairman Miin Wu candidly expressed disappointment over the results and apologized to investors, announcing he will return to frontline management starting November 2025 to lead R&D and align products with market demand, aiming for a turnaround within a year.
30
Oct
AMEC reports 46% sales jump on strong etching, thin-film tool momentum
Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) reported strong growth in the first three quarters of 2025, driven by surging demand for its etching and thin-film deposition equipment used in advanced logic and memory chip production.
30
Oct
Jensen Huang dispels AI bubble concerns, but Cisco executives warn that market correction is inevitable
Nvidia CEO Jensen Huang has dismissed AI bubble concerns at GTC DC, claiming that market demand is real and tangible. He stated that customers are willing to pay for powerful AI models and that the market remains healthy.
30
Oct
Arm, AMD, and Nvidia join OCP board as AWS remains absent
Arm recently announced that it, along with AMD and Nvidia, has been appointed to the Open Compute Project (OCP) board. These companies will collaborate with major players such as Meta, Google, Intel, and Microsoft to drive innovation in open and interoperable designs for AI data centers.
30
Oct
Samsung 3Q25 marks the reset of the global memory hierarchy
Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and heavy capital spending converge in a more competitive landscape. The company’s strategy reveals how it plans to stay ahead of SK Hynix and Micron Technology.
30
Oct
South Korea agrees to US energy investments in exchange for tariff reductions
US President Donald Trump has approved South Korea’s construction of a nuclear-powered submarine at the Philadelphia Naval Shipyard in an effort to strengthen their alliance. South Korea will pay US$350 billion in exchange for a reduction in tariffs and will make large-scale purchases of US oil and natural gas. Its total investment in the US is expected to exceed US$600 billion.
30
Oct
OpenAI reportedly prepares for IPO as new Microsoft partnership and regulatory agreements finalize
OpenAI is reportedly gearing up to launch an initial public offering (IPO), potentially valued at US$1 trillion, aiming for a public listing by late 2026 or early 2027. According to Reuters and WSJ, insider sources reveal the company’s initial fundraising valuation could start at US$60 billion, positioning OpenAI among the largest tech IPOs in history.
30
Oct
Singapore leverages advanced packaging to capture share of US$1 trillion chip market
Terence Gan, Executive Director of Singapore’s Institute of Microelectronics (IME), delivered a confident address at the 2025 Advanced Packaging Developers Conference (APDC), unveiling Singapore’s ambition to become a global center for advanced semiconductor packaging research and commercialization as artificial intelligence reshapes the industry.
30
Oct
STATS ChipPAC targets 600mm panel-level packaging in roadmap for next-generation AI chips
Dr. Nokibul Islam, Senior Director at STATS ChipPAC, presented the company’s advanced packaging technology roadmap at the 2025 Advanced Packaging Developers Conference (APDC), identifying advanced packaging as one of the fastest-growing areas in the semiconductor industry.
30
Oct
‘Semiconductor paradox’ defines next chip boom, says director of Singapore’s SSIA
Ang Wee Seng, Executive Director of the Singapore Semiconductor Industry Association (SSIA), told attendees at the 2025 Advanced Packaging Developers Conference (APDC) that the industry must strengthen collaboration and local networks to navigate geopolitical and resource challenges as it moves toward a projected US$1 trillion market by 2030.