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Friday 8 November 2024
China unveils US$1.4 trillion debt swap to help local governments
China gave indebted local governments a CNY10 trillion (US$1.4 trillion) lifeline but stopped short of unleashing new stimulus, preserving room to respond to a potential trade war...
Friday 8 November 2024
Trump 2.0 could push TSMC's 2nm production to US, Taiwan official signals inevitable shift
The future of Taiwan's semiconductor strategy faces new questions following Donald Trump's election victory, particularly regarding TSMC's commitment to keeping its most advanced...
Friday 8 November 2024
Bolstered by US partnerships, Micron's HBM3E progress outpaces Samsung
The competition in the high bandwidth memory (HBM) market intensifies between South Korea's two major DRAM giants, Samsung Electronics (Samsung) and SK Hynix. Meanwhile, US manufacturer...
Friday 8 November 2024
Trump's return expected to boost India's 2025 manufacturing prospects
With Donald Trump set to take office as US President in early 2025, India could become a focal point under his "America First" agenda. However, India may also benefit from Trump's...
Friday 8 November 2024
Trump's Mexico tariff threat could reshape global auto supply chain
With Donald Trump set to return to the White House, he's pledging a platform of low taxes, high tariffs, strict immigration policies, and opposition to the Green New Deal, raising...
Friday 8 November 2024
TSMC exec sees broad trend of collaboration in response to Trump tariff threats
According to TSMC Senior Vice President and Deputy Co-COO Cliff Hou, Taiwan's strong partnership with the US spanning decades is expected to continue despite the upcoming administration...
Friday 8 November 2024
TSMC's Arizona fab opening reportedly set for December; Trump, Biden, Morris Chang expected
After TSMC announced plans for a US fab producing advanced sub-5nm chips, a milestone tool-in ceremony was held in December 2022 to celebrate the arrival of the first batch of equipment...
Friday 8 November 2024
China braces for escalating US restrictions on chipmaking
The US is expected to expand restrictions on Chinese chipmaking technologies, extending its trade ban to mature nodes, according to industry sources.
Friday 8 November 2024
SMIC reports record revenue, but faces competition with limited gross margin
SMIC, China's largest pure-play semiconductor foundry, recorded US$2 billion in revenue in a single quarter, with its utilization rate surpassing 90%. However, its relatively limited...
Friday 8 November 2024
10 years of AI innovation: How SenseTime is shaping China's AI future with bold LLM investments
China's AI industry has witnessed significant milestones over the past decade. Founded in 2014, SenseTime has reached its tenth anniversary, transforming from its initial focus on...
Friday 8 November 2024
TSMC's strategies to navigate as second Trump term looms
Following Donald Trump's election victory, TSMC's future operations face heightened uncertainty. While TSMC has increased its market share in advanced processes due to chip export...
Thursday 7 November 2024
Taiwanese IC lead frame provider to expand capacity in Malaysia
Taiwan-based CWTC's board has approved several key resolutions, including the third-quarter 2024 profit distribution plan and a US$20 million cash capital increase for its Malaysian...
Thursday 7 November 2024
Trump's return sparks rise of a 'new triad of ideologies,' says Pegatron chairman
The US presidential election has concluded, with Trump's return to the White House drawing global attention. As observers worldwide monitor how the new administration's policies may...
Thursday 7 November 2024
Arizona and Taiwan boost aerospace, defense partnerships amid rising demand for local supply chains
US defense technology companies are increasingly looking to Taiwan as a critical manufacturing base and supply chain partner, as revealed during a recent Arizona-led trade delegation...
Thursday 7 November 2024
US CHIPS Act expansion set to benefit South Korean solar manufacturers
Following the US Department of Treasury's expansion of the CHIPS and Science Act subsidies to include solar-grade silicon ingots and wafers, South Korean solar giants Hanwha Qcells...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research