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11 Sep

South Korean memory giants reportedly accelerate domestic production amid US export control threats

September 11, 2025
By jeff

Recent reports indicate that Samsung Electronics is restarting construction on parts of its P4 and P5 fabs to accelerate advanced DRAM mass production. SK Hynix is also reportedly expanding DRAM production capacity in South Korea, with plans to complete its Cheongju plant by the fourth quarter of 2025.

11 Sep

Latest News and Trends

Samsung eyes xAI chip partnership following major Tesla deal

September 11, 2025
By jeff

After securing orders from electric vehicle maker Tesla for autonomous driving AI chips, Samsung Electronics’ foundry division is reportedly in talks with xAI, an artificial intelligence (AI) services company led by Elon Musk, to collaborate on new AI chips.

10 Sep

Latest News and Trends

Baidu launches ERNIE X1.1, claiming to rival OpenAI GPT-5 and Google Gemini 2.5 Pro benchmarks

September 10, 2025
By jeff

Baidu has launched the upgraded inference model ERNIE X1.1, claiming it rivals US models like OpenAI GPT-5 and Google Gemini 2.5 Pro in benchmark tests and surpasses the DeepSeek R1 update from May. At the WAVE SUMMIT, CTO Wang Haifeng revealed that X1.1 improves knowledge accuracy by 34.8%, instruction-following by 12.5%, and agent capabilities by 9.6% compared to ERNIE X1.

10 Sep

Latest News and Trends

AP Memory’s new ApSRAM completes customer validation, aims for mass production in 2025

September 10, 2025
By jeff

AP Memory has announced that its new generation PSRAM, known as ApSRAM (Attached-pSRAM), has completed customer platform validation and is slated for mass production by the end of 2025. The company highlighted the product’s suitability for edge computing and Internet of Things (IoT) applications.

10 Sep

Latest News and Trends

Thunder Tiger unveils new unmanned surface vessel targeting large Taiwan defense contract

September 10, 2025
By jeff

Taiwanese drone manufacturer Thunder Tiger announced it will launch its latest 6-meter-class unmanned surface vessel (USV), the SeaShark 600 Stealth, at next week’s 2025 Taipei Aerospace and Defense Technology Exhibition (TADTE). Equipped with stealth coating and robust anti-jamming capabilities, the SeaShark 600 aims to secure a major procurement order from Taiwan’s military, which recently released plans to procure up to 1,300 USVs with a total budget reaching several billion New Taiwan dollars.

10 Sep

Latest News and Trends

TSMC’s Cliff Hou and Jim Keller rally behind ‘Moore’s law 2.0’ at SEMICON Taiwan

September 10, 2025
By jeff

At SEMICON Taiwan’s fireside chat, two of the industry’s most influential voices pushed back against the idea that Moore’s law has run its course.

10 Sep

Latest News and Trends

SEMICON Taiwan 2025: Zhen Ding recasts PCBs as semiconductor engines, strikes AI factory pact with Advantech

September 10, 2025
By jeff

Zhen Ding Technology Group (ZDT), the world’s largest printed circuit board (PCB) manufacturer, returned to SEMICON Taiwan 2025 to highlight how the AI boom is reshaping PCBs from passive circuit carriers into critical enablers of computing power. Chairman Charles Shen said AI-driven advanced packaging is emerging as a core growth engine for the industry, adding that with chip complexity rising and 3D packaging gaining ground, PCBs now play a decisive role in unlocking full processing performance.

10 Sep

Latest News and Trends

Everlight targets high-performance markets as third-gen semiconductor sales set to double in 2025

September 10, 2025
By jeff

Everlight Electronics is ramping up its push into third-generation semiconductors, highlighting new research and market strategies in SiC and GaN at SEMICON 2025. The company emphasized three pillars of its expansion: competitive pricing, rapid delivery, and high-quality service, positioning itself to capture a stronger share of the next-generation materials market.

10 Sep

Latest News and Trends

Horiba opens Taiwan lab to drive next-gen semiconductor, AI materials research

September 10, 2025
By jeff

Japanese measurement leader Horiba Ltd., active in Taiwan for nearly 30 years, has opened a new Application and Solutions Platform (ASP) instrumentation lab at its Hsinchu headquarters. The facility is designed to boost Horiba Taiwan’s technical services and reinforce its position in the global semiconductor and AI value chains.

10 Sep

Latest News and Trends

Broadcom offers US$600M incentive to CEO for AI business growth

September 10, 2025
By jeff

Broadcom CEO Hock Tan stands to receive up to US$600 million in stock rewards if he can drive artificial intelligence (AI) product revenue to US$120 billion by fiscal year 2030.

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