SK Group's silicon wafer manufacturer SK Siltron has confirmed that it will receive a loan of US$544 million from the US Department of Energy (DOE) to invest in its silicon carbide (SiC) wafer factory at its US subsidiary, SK Siltron CSS, which is expected to commence production in 2025

According to an announcement on the China Securities Regulatory Commission's (CSRC) official website, Chinese GPU manufacturer Moore Threads completed registration with the Beijing Securities Regulatory Bureau on November 12, officially starting its pre-IPO advisory process with CITIC Securities as its financial adviser

Trade disputes between the EU and China, especially in the solar and automotive sectors, underscore the intricate nature of global trade. Chinese manufacturers have shown resilience and adaptability, often finding ways around regulatory hurdles

Samsung Electronics' recent decision to transfer personnel from its semiconductor research institute to various business units has sparked concerns over a potential talent drain, as the moves could result in significant reductions in performance bonuses for affected researchers

With Donald Trump's return to the White House, Tesla CEO Elon Musk's vocal support during the election campaign is anticipated to provide Tesla with increased regulatory flexibility. Since the November 5 US presidential election, Tesla's market value has risen by over 39%, adding around US$70 billion to Musk's net worth

As AI smartphones reach a critical juncture, major manufacturers are ramping up their hardware and AI application development. Industry watchers expect competition to intensify when Apple's Apple Intelligence becomes available in China

China-based BOE Technology has decided to invest in a wafer fab in Beijing, marking its first foray into the chipmaking business. This move comes as China is expected to rapidly expand its wafer fab industry, potentially flooding the global market with more semiconductor production

Rapidus, a semiconductor manufacturer aiming to mass-produce 2-nanometer chips in Japan, is set to install extreme ultraviolet (EUV) lithography machines at its under-construction factory. The equipment is expected to arrive at New Chitose Airport in Hokkaido by mid-December 2024, with shipments being transported in multiple batches via large cargo planes

Silicon carbide (SiC) substrate prices are witnessing unprecedented declines in 2024, marking a dramatic shift in the power semiconductor materials sector. Following a period of sustained high demand and tight supply, the market now grapples with oversupply as Chinese manufacturers significantly expand production capacity. Industry leaders Tianyu and San'an have ramped up output this year, triggering a price war that has pushed prices below production costs and disrupted the global supply chain

China's semiconductor industry has ironically labeled Donald Trump as its "unexpected ally." Since 2018, his trade and tech wars have catalyzed major shifts in the sector. Now, with a second Trump presidency on the horizon, the industry weighs the complex impacts of his sanctions

The anticipated return of Donald Trump to the White House could prove pivotal for Tesla's strategy in energy and advanced self-driving technology, as the integration of AI into advanced autonomous driving is expected to significantly enhance the affordable battery electric vehicles (BEVs) market

South Korea's semiconductor sector anticipates that Donald Trump's presidential victory could intensify restrictions on China's high-tech industries, particularly affecting the semiconductor sector. This development may force strategic adjustments from South Korean semiconductor leaders Samsung Electronics and SK Hynix, as they consider gradually reducing their operational presence in China to align with new US-China trade policies

Samsung Electronics is reportedly finalizing investment plans for the first production line at its Pyeongtaek Plant 4 (P4) facility in South Korea, rebranding it to focus on mass-producing advanced NAND flash and DRAM. Samsung has also announced plans to build South Korea's largest and most advanced semiconductor packaging facility in Cheonan, South Chungcheong Province

US President-elect Donald Trump's policies tend to prioritize "America First" and "Made in America," with the objective of protecting domestic industrie

Samsung Electronics and its labor union have reached a tentative wage agreement for 2023 and 2024 after 10 months of negotiations. The agreement still requires approval through an internal union vote, while negotiations for 2025 wages remain pending