Semiconductors

Business 6 min Malaysia's Exports Top RM200 Billion for the First Time, Growing at Fastest Pace Since 2021 September shipments rose 54.5% to RM215.1 billion, with electronics supplying most of the gain and the US and... EV Eva Chin 20 Oct Business 4 min onsemi Will Now Pay US$123 Cash for Synaptics After a Rival Bidder Appeared The deal's total value falls from about US$7 billion to US$5.7 billion because onsemi's shares dropped, yet Sy... EV Eva Chin 5 Oct ASEAN Tech 4 min Infineon Opened a Chip Plant in Thailand. The 5,000 Jobs Depend on Four More Buildings Thai officials cite US$1.4 billion and more than 5,000 jobs. Infineon commits to one module with about 1,000 s... DA Daniel Koh 5 Oct Business 4 min AMD Is Paying $8.2 Billion in Stock for Fei-Fei Li's World Labs, a Lab It Already Backed The chipmaker invested in the 3D-model start-up's funding round in February. Its second-largest deal after Xil... EV Eva Chin 2 Oct ASEAN Tech 4 min Singapore's Newest Chip Fab Opened in Record Time. Volume Production Starts in 2027. VSMC, owned by Vanguard and NXP, opened its Tampines plant after 22 months of construction. It is in trial pro... SA Sarah Chew 30 Sep ASEAN Tech 5 min An Investor Paid Above Market for Enablence's Vietnamese Chip Capacity Enablence sold 3,226,000 shares at C$7.75 to a single buyer for about C$25 million. A Foxconn unit has been bu... SA Sarah Chew 22 Sep Business 5 min A Korean Chipmaker Lost $9.3m in Vietnam. That Was the Small Problem. The subsidiary reported a net loss of KRW85.7 billion on KRW174 billion of revenue, and the parent injected ca... EV Eva Chin 20 Sep AI & ML 5 min Huawei Claims a Million-Processor Architecture. It Published No Benchmarks. Peerium claims strong scaling to a million processors, with a 256,000-card cluster already deploying. The anno... KE Kenji Tanaka 18 Sep Business 6 min Positron Raised $875m to Build Inference Chips Around Laptop Memory The Asimov chip uses LPDDR5X instead of the high-bandwidth memory everyone is short of. The argument is that a... EV Eva Chin 14 Sep Business 6 min CXMT Took a Tenth of the DRAM Market. It Has No HBM to Sell. Real relief for server and phone memory, and none at all for the shortage raising AI accelerator prices. The i... DA Daniel Koh 13 Sep Business 6 min DeepSeek Ordered 160,000 Huawei Chips. That Is Most of a Year's Output. At the price reported two days ago the order runs to about $5.9bn — and to between 53 and 80 per cent of every... EV Eva Chin 13 Sep Business 6 min The Memory Controls Did Not Stop China's AI Chips. They Made Them Dearer. Huawei is asking 20 to 50 per cent more than in July. Nvidia, under no restriction at all, has signalled 15 pe... EV Eva Chin 12 Sep Finance 6 min Asian Chip Stocks Rallied on GPT-6 Astra. The Independent Index Scored It Flat. MSCI Asia Pacific rose 1.3 per cent on compute-demand optimism. Artificial Analysis put Astra at 61, exactly i... SA Sarah Chew 8 Sep Finance 6 min Broadcom's AI Revenue Tripled to $16.70bn. The Stock Fell on a 0.66 Per Cent Miss. AI chips reached $16.70bn, up 221 per cent, and the shares dropped 4.4 per cent because next quarter's guide c... SA Sarah Chew 4 Sep Business 6 min A South Korean Law Could Block SK Hynix's Planned Memory Plant in Japan Miyagi wants the plant and Tokyo is offering subsidies to get it. The approval that decides the question is a... DA Daniel Koh 1 Sep Business 7 min A Dongguan Court Froze $300m of Nexperia. It Is Not a Seizure. Asset preservation pending litigation exists in most legal systems and decides nothing about the merits. What... EV Eva Chin 1 Sep Finance 6 min A Memory Maker Forecasts Five More Years of Memory Shortage The forecast is five more years of shortage and no glut, and it comes from the person selling the memory. It a... DA Daniel Koh 31 Aug Business 6 min The Unimicron Raid Is a Taiwanese Criminal Case, Not a US Trade One The phrase attached to this is origin laundering, which implies US trade enforcement. The charges are forged d... EV Eva Chin 31 Aug ASEAN Tech 6 min The Planned US Chip Tariffs Would Tax Assembled Laptops and Servers, Not Just Chips A tariff on semiconductors sounds like a tax on wafers. The plans reported this week reach the finished laptop... SA Sarah Chew 30 Aug ASEAN Tech 6 min Vietnam and Singapore Named Six Technology Fields and Zero Dollars Six domains named at a first strategic dialogue, with no funding, timelines, targets or institutional mechanis... DA Daniel Koh 30 Aug ASEAN Tech 7 min Vietnam Wants Design Work Now, Not Just Assembly Hanoi pressed Qualcomm and Samsung to deepen AI and semiconductor investment. The $500bn Samsung export figure... SA Sarah Chew 29 Aug Business 7 min Infineon Bought the Part of the AI Server That Nobody Photographs C2i makes multiphase controllers — the components that hold an accelerator's voltage steady while it swings hu... EV Eva Chin 26 Aug Business 8 min South Korea's 800 Trillion Won Budget Is Not a Budget Yet The cabinet approves it on 1 September and the Assembly has yet to pass it. The dollar figure reported ranges... DA Daniel Koh 26 Aug Business 7 min Japan's Extra $944m for Rapidus Is a Budget Request, Not a Cheque The money is sought in METI's fiscal 2027 budget, and its purpose is to raise the company's capital so banks w... SA Sarah Chew 26 Aug