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20 Jun

SK Hynix widens lead over Samsung as HBM race accelerates

June 20, 2025
By jeff

South Korea’s top chipmakers, SK Hynix and Samsung Electronics, are heading into 2025 with dramatically diverging fortunes, as the global race for AI-driven memory dominance accelerates. Fueled by surging demand for high-bandwidth memory (HBM), SK Hynix is expected to outpace Samsung’s semiconductor division by nearly KRW13 trillion in first-half 2025 operating profit, according to industry estimates.

20 Jun

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Arizona unlikely to replicate Hsinchu’s ecosystem, Taiwan chip supplier says

June 20, 2025
By jeff

TSMC is deepening its US manufacturing presence with key suppliers including United Integrated Service Co., Marketech International and L&K Engineering supporting the expansion. Yet industry executives question whether Arizona can replicate Taiwan’s Hsinchu Science Park success.

20 Jun

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HTC eyes growth in AI, XR, and next-gen connectivity

June 20, 2025
By jeff

HTC Corp. convened its annual shareholders’ meeting on June 20, 2025, during which Chairwoman Cher Wang highlighted the company’s recent agreement with Alphabet. The deal, reached in the first quarter of 2025, grants Alphabet non-exclusive access to a segment of HTC’s extended reality (XR) research and development team and related intellectual property.

20 Jun

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China reportedly races to replace foreign auto chips with domestic tech by 2026

June 20, 2025
By jeff

Chinese automakers are moving to align with government directives by planning to mass-produce vehicles equipped exclusively with domestically developed and manufactured automotive chips starting in 2026, as Beijing pushes to reduce its reliance on foreign semiconductor technologies.

20 Jun

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Soaring AI electricity demand challenges South Korea’s energy policy

June 20, 2025
By jeff

The rapid growth of the global generative AI industry has sharply increased electricity demand, straining national power grids and energy security worldwide. South Korea faces particular challenges in maintaining a stable power supply amid rising consumption. President Lee Jae-myung’s recent energy policies addressing this issue have drawn significant attention domestically.

20 Jun

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Samsung and SK Hynix reportedly accelerate VCT DRAM development as stepping stone to 3D DRAM

June 20, 2025
By jeff

Samsung and SK Hynix are advancing vertical channel transistor (VCT) technology through 4F² DRAM prototypes as a transitional step toward 3D DRAM, while Micron is bypassing VCT entirely to focus directly on true 3D DRAM development, signaling a strategic divergence in next-generation memory architectures.

20 Jun

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Yulon Nissan targets recovery with product revamp, streamlined costs

June 20, 2025
By jeff

At its annual general meeting on Wednesday, Yulon Nissan Motor Co. reported consolidated revenue of NT$23.1 billion (US$780 million) and post-tax net income of NT$1.7 billion for 2024, despite facing macroeconomic headwinds across both sides of the Taiwan Strait.

20 Jun

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NIO spins off chip division, wants slice of Nvidia’s AI pie

June 20, 2025
By jeff

NIO has launched a new chip design subsidiary — Anhui Shenji Technology — in a strategic move to become a full-stack provider of smart driving technologies. The unit will support NIO’s vehicle platforms and expand into supplying chips to external OEMs, while laying the groundwork for future fundraising and strategic investor participation.

20 Jun

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TDK acquires smart glasses startup SoftEye to expand AI hardware portfolio

June 20, 2025
By jeff

Japanese electronics components giant TDK has announced the acquisition of SoftEye, a US-based smart glasses hardware and software developer, in a strategic push to diversify into artificial intelligence (AI)-driven devices. The move marks a significant step for TDK, traditionally known for its smartphone batteries, as it seeks growth beyond its core business, according to sources including Reuters and Nikkei.

20 Jun

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Intel-backed SATAS begins pilot line construction at Sharp’s factory in Japan

June 20, 2025
By jeff

The Semiconductor Assembly Test Automation and Standardization Research Association (SATAS), spearheaded by Intel Corporation in Japan, announced on June 19, 2025, that it has begun constructing a pilot semiconductor back-end production line at Sharp Corporation’s Kameyama facility in Mie Prefecture. In addition to equipment installation, SATAS has initiated environmental preparation work for several buildings within the site.

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