The third quarter financial results for both Samsung Electronics (Samsung) and Intel are set to be released on October 31, 2024. The outcome likely hinges on how well their management teams can execute cost-cutting strategies

Recent reports from South Korean media indicate that Intel is in talks with Samsung Electronics to explore potential collaboration in foundry services and resource sharing. However, it appears that Samsung is unlikely to agree to this collaboration, despite the promised benefits

ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered sales in recent years, have plummeted sharply

Over the weekend of September 21, 2024, more than 300 industry leaders from renowned companies such as STMicroelectronics (STM), AMD, Huawei, SMIC, Hua Hong Semiconductor, Yangtze Memory Technologies, and NIO gathered in Shanghai Pudong. The event, themed "Breaking Through the Chip Era," saw collective discussions on hot topics regarding the development of China's semiconductor industry. This conference stands as one of the most renowned international semiconductor summits in recent years

At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously reducing its reliance on the world through self-sufficiency. The theme of "trust" emerged repeatedly as a crucial element in countering China's tactics, yet the proposed approaches predominantly focused on supply-side solutions

In the booming AI server market, fueled by increasing demand for AI-powered applications, Foxconn has emerged as a major player

Similar to Abenomics' three arrows over a decade ago, Japan is now introducing three initiatives aimed at reversing the decline in its semiconductor industry. Professor Kuroda Tadayoshi from the University of Tokyo has compared this effort to "a frog being boiled in hot water suddenly jumping out.

China has made notable progress in lithography technology, but its new machine still lags behind the most advanced global technologies. While this development is significant, it's important to note that equipment is just one aspect of China's efforts to advance its chipmaking capabilities

Samsung Electronics issued a rare public apology on October 8, 2024, causing ripples across the semiconductor industry

Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International Semiconductor Corporation (VIS), which is counterintuitive. Why would TSMC increase investment in a mature-node semiconductor foundry, when China's mature-node chips are facing an oversupply

Pat Gelsinger, Intel's CEO, maintains composure amid speculation about a potential Qualcomm takeover of Intel. While the media has not obtained any direct response from Gelsinger, his activity on the social platform X (formerly Twitter) has been notable

The European Union's (EU) tariff policy is designed to preserve the advantages of its domestic industry chain, but the high taxes imposed on Chinese auto businesses have motivated major manufacturers, including BYD, to establish local facilities