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21.11.25 - 07:06
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Semiconductor boom sustains WPG through 2026 amid CSP compute buildout (Digitimes)
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WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter of 2025. AI-driven demand for servers and supply chain services has made core components and memory the two primary growth engines. Computing-related core components accounted for about 40%, and memory 27%....
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21.11.25 - 05:54
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Sumitomo Chemical to acquire Taiwanese semiconductor cleaning agent maker (Digitimes)
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Sumitomo Chemical announced it will acquire all shares of Asia Union Electronic Chemical Corp, a Taiwanese manufacturer of semiconductor cleaning agents, with the deal expected to be completed by the end of 2025. The transaction amount has not been officially disclosed but is estimated at around JPY10 billion (approx. US$63.85 million), according to Nikkei Asia....
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20.11.25 - 08:42
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Trump′s plan to impose semiconductor tariffs may be delayed, sources say (The Guardian)
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Officials are reportedly taking their time on US president's long-promised chips plan to avoid a rupture with ChinaUS officials are privately saying that they might not levy long-promised semiconductor tariffs soon, potentially delaying a centerpiece of Donald Trump's economic agenda.Officials relayed these messages over the last several days to stakeholders in the government and private industry, according to two people with direct knowledge of the matter and a third person briefed on the conversations. A fourth person following the matter also said the administration was taking a more cautious approach to avoid provoking China. The discussions have not been previously reported. Continue reading......
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20.11.25 - 08:01
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Silicon Box CEO on Semiconductor Industry Innovation (Bloomberg)
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Silicon Box is a Singapore-based semiconductor company focused on chiplets and advanced packaging at panel-scale technology. It works with customers and partners that include some of the world's largest advanced chip companies. CEO Byung Joon Han discusses their business and outlook on AI demand with Shery Ahn and Avril Hong on the sidelines of the Bloomberg New Economy Forum 2025 in Singapore. (Source: Bloomberg)...
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19.11.25 - 23:42
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Huawei assembles the architecture of a new Chinese semiconductor order (Digitimes)
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Huawei is accelerating acquisitions, factory builds, and investment across China's semiconductor sector, advancing a multi-year effort to establish a self-reliant supply chain for high-performance chips, including its Ascend AI processors. The effort began after Washington restricted the company's access to US technology in 2019 and has since grown into one of China's largest semiconductor initiatives....
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19.11.25 - 05:06
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Nan Pao Resins bets on semiconductor adhesives as next major growth engine (Digitimes)
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Taiwan's Nan Pao Resins Chemical expects semiconductor adhesives to become a major growth driver and has elevated the segment to a top strategic priority. This shift follows the establishment of a new joint venture in August 2025 with Advanced Echem Materials (AEMC) and Trusval Technology, aimed at expanding into advanced adhesive materials for semiconductor packaging....
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19.11.25 - 05:06
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Taiwan′s AI and semiconductor sectors face resilience test amid extreme climate risks (Digitimes)
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The 35th Taiwan-Japan Modern Engineering and Technology Symposium opened in Taipei on November 17, with experts highlighting that Taiwan's future economic growth faces challenges from extreme climate events, geopolitical conflicts, US tariff uncertainties, and constraints on critical material supplies. Among these, extreme drought poses the most severe threat to Taiwan's industries, especially the water-intensive semiconductor sector....
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