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Tuesday 5 March 2024
GenAI drives HBM memory demand
Generative AI has stimulated demand for High Bandwidth Memory (HBM), driving Taiwanese memory chipmakers to seize a share of the AI business opportunity.
Tuesday 5 March 2024
Chinese semiconductor market remains oversupplied
China's semiconductor market is being hit by a host of problems, such as overcapacity, with a bumpy ride likely lying ahead throughout 2024, according to industry sources.
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Friday 1 March 2024
TSMC ramping up CoWoS capacity
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Friday 23 February 2024
Intel confirms 3nm chip orders placed with TSMC
Intel CEO Pat Gelsinger has confirmed for the first time that two of the company's upcoming processors will be made using TSMC's 3nm processes.
Wednesday 21 February 2024
EIH to hire staff for capacity expansion
Taiwan-based E Ink Holdings (EIH), a provider of e-paper solutions, has launched a recruitment initiative to hire an additional 150 individuals for capacity expansion over the next...
Tuesday 20 February 2024
Intel rising: Intel squares up to TSMC, underestimates Samsung
Intel will hold its first Wafer Fabrication Services Conference (IFS Direct Connect 2024) in San Jose, California, on February 21.
Tuesday 20 February 2024
Adata expects low-priced inventory to buoy profitability in 2024
Adata Technology holds over NT$20 billion (US$636.4 million) in low-priced chip inventories, which may lift its operating earnings to a new high in 2024, according to the memory module...
Tuesday 20 February 2024
GF to get US$1.5 billion funding in US chip manufacturing push
The US Department of Commerce has disclosed US$1.5 billion in planned direct funding for GlobalFoundries (GF) as part of the US CHIPS and Science Act. According to the pure-play foundry,...
Tuesday 20 February 2024
TSMC on track to move 2nm process to risk production in 4Q24
TSMC is on track to move 2nm process technology to risk production at its new fab on the Baoshan campus of the Hsinchu Science Park (HSP) in northern Taiwan in the fourth quarter...
Monday 19 February 2024
LGES to mass-produce 46800 battery as soon as August, likely supplies beyond Tesla
LG Energy Solution (LGES) will start the mass production of its 46800 batteries in August 2024 at the soonest. Besides Tesla, the battery maker has been in touch with other customers...
Friday 16 February 2024
SMIC's bold expansions spark concerns about potential mature-process overcapacity
Foreign media outlets have raised concerns over Semiconductor Manufacturing International Corporation's (SMIC) ambitious mature process capacity expansion plans, warning of potential...
Thursday 15 February 2024
Mitsui Kinzoku triples down on solid-state battery investment
Mitsui Kinzoku has invested in solid-state battery production equipment once again.
Thursday 15 February 2024
The roast of Sam Altman: Nvidia CEO Jensen Huang's trillion dollar burn
Jensen Huang has thrown shade on Sam Altman's semiconductor ambitions.
Thursday 15 February 2024
India's eInfochips plans to scale up capacity, invest more in high power electronics
In a recent update, the Indian engineering and design services company eInfochips has revealed plans to expand its engineering capacity and boost investments in high-power electron...