In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for one day. These were the only two times that the CEOs of Microsoft visited Taiwan
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would indefinitely shelve its sub-7nm development, still has a chance to enter the AI market pie. Is there still a chance for GF to get a piece of the AI market pie
Since the official shipment of the extreme ultraviolet (EUV) lithography machine in 2017, ASML has sold about 200 units of EUV equipment, critical to manufacturing advanced chips
As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry watchers are monitoring the share of production and projected sales numbers for each iPad model and supply chain coordination. In addition, attention is also on Apple's efforts in foldable smartphones and tablets
The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly specialized field to gain their entry into the high-margin market of advanced chips and Chiplet
Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries and realize the dream of building a self-sufficient semiconductor supply chain
Recently a Delaware-based non-profit media Rest of World interview roused widespread attention and discussion regarding TSMC's Asian management model and hierarchy system
As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing to deepen, China's local Electronic Design Automation (EDA) software products have made considerable progress in recent years and accelerated their development to bridge the 15 years gap with their American and European rivals
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging behind the US in semiconductor technologies
The Taiwan Chip-driven Industrial Innovation Program (TCIIP) has taken a significant step by establishing an office in Prague, Czech Republic, focusing on nurturing chip design talent and attracting IC startups
Samsung Electronics and SK Hynix are accelerating their investment pace in the US, and are collaborating with universities near factory sites to ensure a steady supply of semiconductor talent
ASML, a Dutch equipment firm with a stranglehold on lithography equipment and a monopoly on high-end extreme ultraviolet (EUV) exposure machines, has become accustomed to having tens of billions of euros in backlog orders. First, due to its limited output growth; second, as long as new wafer fabs are built, purchase from ASML will be required
Apple CEO Tim Cook recently concluded his most extensive Southeast Asia (SEA) tour in years, visiting Vietnam, Indonesia, and Singapore from April 15-19