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Friday 7 March 2025
AI chip demand fears overblown as growth steadies
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Friday 7 March 2025
Dynamic Electronics eyes revenue growth as Thai factory ramps up high-end PCB production
Jean Liu, president of PCB manufacturer Dynamic Electronics, announced that first-quarter revenue is expected to remain flat from the previous quarter, with just one-month order visibility...
Friday 7 March 2025
India's lithium battery incentive scheme fails to deliver required production
India launched an incentive scheme to support local production of lithium batteries amid an EV trend in 2021. However, all the approved applicants failed to begin production to avail...
Thursday 6 March 2025
GlobalWafers anticipates return to growth in 2025, no adjustment notice received for US chip subsidies
GlobalWafers, a silicon wafer company that experienced revenue and profit declines in 2024, anticipates a return to growth in 2025. The Taiwan-based company also stated that it has...
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Wednesday 5 March 2025
Ardentec to kick off production at new plant in 2Q25
Wafer-probing specialist Ardentec anticipates commencing operations at its new plant in Longtan, northern Taiwan, in the second quarter of 2025.
Tuesday 4 March 2025
TSMC may start small-volume SiPh CPO manufacturing in 2H25
TSMC's silicon photonic (SiPh) co-packaged optics (CPO) technology is progressing swiftly, with recent market speculation suggesting that related production lines are expected to...
Monday 3 March 2025
Intel postpones opening of Ohio chip factories until 2030s
Intel is further delaying the opening of a much-touted new semiconductor complex in Ohio, marking the latest setback to the chipmaker's expansion plans.
Monday 3 March 2025
Microsoft's data center retreat fuels AI oversupply worries
Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned...
Thursday 27 February 2025
TSMC's 3nm and 5nm utilization rates surge in 1Q25 despite US curbs on China
Despite the US's heightened curbs on AI chips against China, TSMC's 3nm and 5nm fab utilization rates have topped 100% in the first quarter of 2025, according to industry sources.
Wednesday 26 February 2025
Global semiconductor manufacturing industry ends 2024 with strong 4Q
The global semiconductor manufacturing industry ended 2024 with strong fourth-quarter results and solid year-on-year growth across most of the key industry segments, according to...
Tuesday 25 February 2025
Flexium aims for profitability through AI server supply chain integration
Flexium, a flexible circuit board manufacturer, held an investor briefing indicating that 2024 will be a year of transformation challenges. After the operational low in the fourth...
Tuesday 25 February 2025
AI GPU orders max out TSMC’s CoWoS capacity; IC testing firms booked through 2026
More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders...
Tuesday 25 February 2025
Honor Seiki bets on aerospace, hydrogen as expansion lifts growth
Honor Seiki forecasts double-digit revenue growth by 2025, though profits will see modest gains due to expansion costs. General Manager Zheng Jun Chen said aerospace and hydrogen...
Tuesday 25 February 2025
Taiwan-Asia Semiconductor scales back expansion amid industry headwinds, eyes overseas move
Taiwan-Asia Semiconductor (TASC) is sharpening its focus on energy storage and automotive applications, with subsidiaries Champ-Asia Semiconductor and ProAsia Semiconductor ramping...