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Tuesday 18 February 2025
'Giant screen storm' hits TV market, bringing end to panel production cuts
A 'giant screen storm' is currently underway as a result of the market's surge in ultra-large TVs, which will greatly contribute to the reduction in production capacity. If this trend...
Tuesday 18 February 2025
Commentary: Intel's 18A advantage undermines the case for a TSMC takeover
Pat Gelsinger's exit as Intel's chief executive has laid bare a fundamental clash between his vision and that of the board. Gelsinger pushed to ramp up capital spending, expand advanced...
Tuesday 18 February 2025
ASE to increase spending in 2025 for expansion, new Malaysia plant reportedly set to open
Global packaging and testing leader ASE Technology Holdings (ASE) expects total capital expenditure (capex) for the year to grow significantly by over 60%, primarily allocated for...
Tuesday 18 February 2025
SMIC and Hua Hong expand capacity despite US curbs and domestic oversupply
Despite technological restrictions from the US and its allies, SMIC and Hua Hong Semiconductor remain dedicated to investment and continue to expand their production capacity, highlighting...
Monday 17 February 2025
International drone makers seek varying partnerships with Taiwanese firms
Global manufacturers are increasingly turning to Taiwan as they seek to diversify their drone supply chains away from China, according to industry insiders. However, as countries...
Monday 17 February 2025
Taiwan leads offshore wind growth but faces engagement and admin challenges
The global offshore wind industry has continued to face changes in the political and economic landscape. In Taiwan's case, while developers have faced numerous supply chain and policy...
Friday 14 February 2025
IC design firms navigate price cuts and capacity expansion amid uncertain market demand in 2025
Due to the continuous expansion of China's mature process capacity and the ongoing requests from downstream customers for price reductions, the industry is very curious about the...
Friday 14 February 2025
SMIC earnings signal potential price war in mature-node chip market
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...
Thursday 13 February 2025
Samsung boosts foundry output with rising 4nm orders fueling Exynos and crypto growth
Samsung Electronics' foundry unit is set to ramp up production, lifting shutdown measures on its manufacturing equipment and targeting full operational capacity at its Pyeongtaek...
Thursday 13 February 2025
China's green subsidy cut and Trump's return set to reshape global energy
China will end subsidies for new renewable energy projects in June 2025, marking a pivotal shift in global clean energy dynamics just as Donald Trump's return to the White House signals...
Thursday 13 February 2025
Samsung reportedly to upgrade China NAND production to 286 layers
Samsung Electronics plans to convert part of its 3D NAND production at its Xi'an plant in China to the company's most advanced 286-layer stacked products.
Thursday 13 February 2025
Korean wafer foundry utilization rates rise on China consumption stimulus programs
South Korea's 8-inch wafer foundry DB HiTek reportedly has seen a significant increase in capacity utilization, thanks to demand from China.
Wednesday 12 February 2025
SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip market
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Tuesday 11 February 2025
NAND prices rise as memory market shows recovery signs
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...
Monday 10 February 2025
Trump tariff spurs 3M unit monitor panel stockpiling, capacity expected to reach 3 million units
Suppliers report that China's retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market,...