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NEWS TAGGED CHIPS
Thursday 2 January 2025
European chipmakers pivot to domestic production in China
The trio of major European chip-making giants—STMicroelectronics (STM), NXP, and Infineon—have recently announced plans to establish local chip manufacturing supply chains...
Monday 30 December 2024
AI GPU demand drives significant increase in KYEC's capital expenditure
The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia's latest Blackwell AI GPUs. However, as the manufacturing processes...
Monday 30 December 2024
Taiwan wafer foundry industry, 4Q 2024

Introduction

Friday 27 December 2024
Taiwan firms pivot to high-end security chips amid rising competition
Security chip demand has remained subdued in 2024, falling short of pandemic-era peaks, with customers showing reluctance in inventory replenishment. Industry sources indicate that...
Friday 27 December 2024
Huawei still relies on non-Chinese memory makers for high-end smartphones
Despite the fact that Huawei employs mobile processors manufactured by China's SMIC, the company continues to rely on non-Chinese memory manufacturers for its premium smartphones,...
Thursday 26 December 2024
Ripples of the 301 probe: China's mature chip makers face expanded restriction abroad, saturation at home
The US government's new Section 301 investigation into China's mature semiconductor manufacturing processes signals potential expansion of trade restrictions, according to industry...
Thursday 26 December 2024
Taiwan foundries well-positioned to counter Chinese pricing pressure in mature nodes
Taiwan-based pure-play foundries have implemented various strategies to counter China's competitive pricing in mature process nodes, according to industry sources.
Thursday 26 December 2024
Taiwan firms gearing up for ASIC chip boom
As major cloud service providers (CSP) and cloud AI-related companies launch new projects, Taiwanese IC designers are positioning themselves to benefit. Industry observers expect...
Thursday 26 December 2024
Samsung's overreliance on Qualcomm raises concerns
While Samsung Electronics (Samsung) can breathe a sigh of relief as Qualcomm's close collaborator following the US semiconductor manufacturer's victory in its lawsuit against UK semiconductor...
Wednesday 25 December 2024
Qualcomm's legal win could reshape Arm licensing landscape
Following Qualcomm's recent victory in its patent dispute with Arm, industry analysts are examining the broader implications for semiconductor licensing practices. The US jury verdict,...
Wednesday 25 December 2024
Samsung, TSMC diverge on panel materials for advanced packaging
Samsung Electronics and TSMC are advancing in next-gen fan-out panel-level packaging (FOPLP), but their strategies differ. Samsung is sticking with plastic, leveraging its experience...
Wednesday 25 December 2024
US targets mature Chinese chips with Section 301 probe over dumping concerns
Having previously focused on advanced chips for AI, the US government is now targeting mature process semiconductors amid fears of Chinese dumping that could undermine American suppliers...
Wednesday 25 December 2024
Taiwan's drone suppliers face chip and production challenges
Amid escalating geopolitical conflicts, drones have emerged as a focal point in combat systems of the future.
Wednesday 25 December 2024
Geopolitical threats expand to mature wafer fabs as US launches Section 301 investigation against China
The Biden-Harris Administration has imposed export controls and technology restrictions on China's advanced chip sector from 2022 to 2024. Recently, the US announced the initiation...