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Thursday 5 December 2024
Microchip expansion halt is a wake-up call for Chinese automotive MCU makers
Following American chipmaker Microchip Technology's announcement regarding the closure of its Fab 2 wafer factory in Arizona and pause in its application for US semiconductor subsidies,...
Thursday 5 December 2024
Automakers face existential crossroads as competition intensifies
The automotive industry faces unprecedented upheaval as traditional manufacturers from Europe, the US, Japan, and South Korea confront economic headwinds and weakening electric vehicle...
Thursday 5 December 2024
Another one bites the silicon: Intel's Gelsinger joins 2024's CEO exodus
Intel CEO Pat Gelsinger announced his retirement today, though sources indicate the board presented him with an ultimatum to either resign or face termination. This development adds...
Wednesday 4 December 2024
TV panel prices unlikely to drop in short term, though price increases will also take time, says manufacturers
Since late August, China's "trade-in" policy has gradually revitalized demand for LCD TV panels, easing the decline in prices. As a result, global TV shipments are expected to see...
Wednesday 4 December 2024
Climate change drives Taiwan power grid overhaul and demand surge
Following multiple typhoons in 2024, Taiwan faces significant challenges to its power grid. Taiwan Power Company (Taipower) Vice President and CEO Ming-Shu Chen highlighted the increasing...
Wednesday 4 December 2024
AI driving lucrative opportunities in workstation businesses
Workstations are the latest hardware category to see an AI-related boom. As noted by James Huang, chairman of rugged industrial PC (IPC) specialist Getac Technology, the company has...
Wednesday 4 December 2024
Supply chain advances BCD technology in China for AI, energy-efficient automotive chips
With China maintaining its position as the largest electric vehicle (EV) market globally, the semiconductor supply chain is intensifying its focus on the region. Industry leaders...
Wednesday 4 December 2024
European tier 1 auto suppliers face transformation challenges in 2024
Leading tier 1 European automotive suppliers, including Bosch and ZF, have laid off more than 50,000 workers in 2024, surpassing layoffs during the COVID-19 pandemic. This is mainly...
Wednesday 4 December 2024
Marvell reports strong 3Q24 results, driven by AI silicon demand
Marvell reported strong fiscal third-quarter results with a 6.87% revenue increase, driven by record data center revenue, primarily from custom AI silicon. The company forecasts continued...
Wednesday 4 December 2024
Ibiden plans 40% output boost for AI server IC substrates in 2025
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
Tuesday 3 December 2024
China and ASML respond to new US restrictions adding 140 more entities to Entity List
China has expressed strong dissatisfaction in response to the new round of sanctions from the US. China's Ministry of Commerce issued a statement stating that the new measures further...
Tuesday 3 December 2024
Power semiconductor firms explore niche auto markets amid headwinds
Major integrated device manufacturers (IDM) are pessimistic about automotive chip prospects in 2025, with Taiwan-based power semiconductor firms taking cautious stances on the European...
Tuesday 3 December 2024
Chinese OSATs step up investment in advanced packaging
Chinese outsourced semiconductor assembly and test (OSAT) providers have intensified their capacity expansion for advanced packaging to support the country's semiconductor self-sufficiency...
Tuesday 3 December 2024
Trump 2.0 trade war: potential winners and losers
Donald Trump's upcoming return to the US presidency and his promised import tariffs threaten to disrupt the World Trade Organization's free trade principles. The WTO's 166 member...
Tuesday 3 December 2024
Shift in brand AI server orders; Taiwan contract firms still benefit
Orders for brand AI servers are surging, prompting Taiwan-based electronic contract manufacturing firms to capitalize on the trend regardless of order variations.