1.TSMC share of the pure-play foundry market exceeded 70% in Q2 2025, with SMIC ranking third.
2.DRAM quotes soared, and Samsung Q3 2025 profit may reach US$7.1 billion, the highest since 2022.
3.The Trump administration has increased investment in rare earth and chip companies.
4.Taiwan: China rare earth export controls have had limited impact on Taiwan semiconductor industry.
5.SEMI: Global 300mm wafer fab equipment spending will exceed $100 billion for the first time in 2025.
6.Synopsys has received final regulatory approval to complete the planned divestiture of its Optical Solutions segment and Ansys PowerArtist.
7.Imec launches 300mm GaN project, focusing on low-voltage/high-voltage power electronic devices.
8.TP-Link is again under investigation in US for alleged misuse of consumer data.
9. Canadian local governments are demanding the removal of the 100% tariff on Chinese electric vehicles.
