U.S. clears NVIDIA H200 exports to China—boosting demand for Taiwanese OEMs, OSATs & server suppliers as orders surge.

TechInsights launches quarterly semiconductor manufacturing forecasts—capacity, sales & capex insights by node and fab.

NXP Tech Days 2025 in Michigan highlighted innovations in automotive semiconductors, imaging radar technology, and NXP’s "cascading" chip strategy.

A weekly sales analysis for the semiconductor and IC market: covering DRAM, NAND, Logic, Analog & Power, and Auto segments.

Pressure from member states , weak EV demand, and Chinese competition push EU to set ICE ban from 2035 to 2040; risking widening gap with China.

onsemi & FORVIA HELLA lock in PowerTrench T10 MOSFETs for next-gen EVs, shaping future power semiconductor strategies.

Global fitness band shipments jumped for the fourth straight quarter in Q3 2025, fueled by China’s demand surge and Xiaomi’s Mi Band 10 launch.

The launch of a new AI Factory Lab in France details a advanced partnership between HPE and NVIDIA, focused on comprehensive AI infrastructure solutions and streamlining complex requirements within the EU.

Critical subsystem chamber counts rose in Q3 2025, driven by strong demand for lithography, deposition, and etch tools across key applications.

Semiconductor equipment revenues gained momentum in Q3 2025, led by strong demand across Semi, Display, and FPD segments.

Critical subsystem shipments and ASPs surged in Q3 2025, fueled by strong demand for lithography, deposition, and etch tools across major sectors.

Reviews installed base data for critical subsystems by industry and tool type, with historical trends and yearly forecasts for key process equipment.