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Monday 23 December 2024
TSMC capacity expansion powers supply chain for 2025 boom
TSMC is leveraging strong demand for sub-7nm advanced processes and its exclusive CoWoS packaging services, emerging as the leading beneficiary of the AI boom in 2024. Despite a slow...
Monday 23 December 2024
Nvidia resolves GB200 challenges, gears up for AI dominance in 2025
Nvidia has overcome production hurdles for its highly anticipated Blackwell chip, with CEO Jensen Huang confirming the resolution of design flaws in collaboration with TSMC. Shipments...
Friday 20 December 2024
Brace for lengthy inventory correction: Chinese solar giants halt expansion plans amid market glut
Leading Chinese solar manufacturers, including Longi Green Energy Technology, Trina Solar, and JA Solar, have been forced to delay their production capacity expansions as they grapple...
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Thursday 19 December 2024
China, US policies drive rush orders, lifting TV panel makers' utilization rates
The Chinese government's subsidy program for energy-efficient appliances, combined with anticipated US tariff hikes, has triggered a sudden surge in TV demand in China and the US...
Wednesday 18 December 2024
Amkor progresses with US$1.6 billion Vietnam factory, workforce cut anticipated
US-based IC backend house Amkor Technology is advancing its US$1.6 billion factory in Bac Ninh, Vietnam. However, it expects much fewer employees to be required for the facility inaugurated...
Tuesday 17 December 2024
Asia's floating wind race: South Korea, Taiwan set sail as Japan stays in port?
The competition to dominate Asia's nascent floating offshore wind market is intensifying, with Taiwan and South Korea emerging as frontrunners while Japan's cautious approach risks...
Tuesday 17 December 2024
TSMC to see at least 20% sales growth in 2025
TSMC's revenue in US$ terms is expected to grow by at least 20% in 2025, with almost all major chip vendors seeking its support for advanced manufacturing processes where the world's...
Monday 16 December 2024
HD Renewables, ATE Energy partner with SMGP for 1 GW solar project in Philippines
HD Renewables and ATE Energy have signed a letter of intent with San Miguel Global Power (SMGP), the power generation arm of San Miguel Corporation, to jointly develop a 1-gigawatt...
Monday 16 December 2024
PGC teams up with Vate Technology to enhance TSMC ASIC turnkey testing service capacity
Progate Group Corporation (PGC) collaborated with professional testing company Vate Technology (Vate) to establish a strategic partnership and enhance their testing service capacity...
Friday 13 December 2024
Stellantis, CATL partner to build EUR4 bn EV battery plant in Spain
CATL and Stellantis have entered a joint venture to establish a EUR4.038 billion (approx. US$4.25 billion) battery plant in Zaragoza, Spain, with each party holding a 50% stake. As...
Thursday 12 December 2024
Intel, Microchip cases expose CHIPS Act challenges
The CHIPS and Science Act, signed into law by President Joe Biden in August 2022, has been in place for over two years. While companies like Intel and Microchip have progressed with...
Tuesday 10 December 2024
TSMC's November revenue decline less than expected, with annual revenue set to increase by nearly 30%
Surpassing market expectations, TSMC reported a consolidated revenue of NT$276.058 billion (approx. US$8.504 billion) for November 2024. Although this represents a decrease of 12.2%...
Monday 9 December 2024
Eutelsat OneWeb plans next-generation satellite deployment as Taiwan network expands
Eutelsat OneWeb has unveiled plans for a significant upgrade to its satellite constellation from 2026, as the company continues to expand its network deployment across Taiwan in partnership...
Thursday 5 December 2024
LEO satellites face triple hurdles: launch capacity, cost, and spectrum management
For all the buzz about digital transformation in the satellite industry, analog technology still dominates in space. That's the message from Shey Sabripour, founder and CEO of CesiumAstro,...