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Friday 11 October 2024
Nvidia H200's greatest rival: AMD MI325X GPU
AMD is largely regarded as the only firm capable of challenging Nvidia's dominant position in the AI GPU market. AMD recently held its Advancing AI conference in San Francisco, where...
Friday 11 October 2024
Policy, production, and pragmatism: Linde LienHwa's hydrogen horizon
In the global race towards decarbonization, hydrogen energy is rapidly ascending as a key player. However, for Taiwan, an island nation with unique energy challenges, the path to...
Friday 11 October 2024
TSMC accelerates Fab AP8 project for CoWoS advanced packaging
TSMC is asking suppliers to accelerate the conversion of a plant into a CoWoS advanced packaging fab to meet strong demand from Nvidia, which is depending on the Taiwanese foundry...
Friday 11 October 2024
Siemens Gamesa warns of potential shift in Asia-Pacific offshore wind market
Siemens Gamesa, a leading wind turbine manufacturer, has warned that Taiwan's position as the frontrunner in Asia-Pacific's offshore wind market could be at risk, with Japan and South...
Friday 11 October 2024
2025 DRAM outlook: Samsung, SK Hynix adopt diverging expansion strategies
As general DRAM prices decline, recent forecasts indicate a divergence in the DRAM expansion strategies of Samsung Electronics (Samsung) and SK Hynix for 2025. Samsung plans on reducing...
Friday 11 October 2024
India eyes global semiconductor hub status: US and global partners invest in key chip-making and design projects
In late September, the Biden administration reached an agreement with the Indian government to establish a semiconductor manufacturing plant in India.
Friday 11 October 2024
Microsoft boosts investment in Taiwan with data center, talent development, and sustainability initiatives
Microsoft has made significant strides in its investment in Taiwan, including the ongoing construction of a local data center and a successful digital talent development program....
Friday 11 October 2024
Huawei and Apple's latest smartphone sales battle it out in Shanghai flagship stores
On September 20, Huawei's Mate XT and Apple's iPhone 16 series launched simultaneously, sparking significant discussion in the industry. This timing is seen as a strong statement...
Thursday 10 October 2024
Powerchip Semiconductor cancels Japan Fab Project, sparking criticism from SBI chairman
Executives from Powerchip Semiconductor Manufacturing Corporation (PSMC) visited the Miyagi Prefectural Government in Japan to explain the reasons behind their decision to cancel...
Wednesday 9 October 2024
TSMC's September revenue hits second-highest; annual US$ revenue set to exceed target
TSMC's September 2024 revenue reached NT$251.873 billion (around US$7.75 billion), fueled by high demand for next-generation smartphone, AI, and PC chips from key clients such as...
Wednesday 9 October 2024
Samsung rules out foundry spin-off, citing technical challenges and strategic market priorities
Samsung Electronics issued a rare public apology on October 8, 2024, causing ripples across the semiconductor industry.
Wednesday 9 October 2024
China's insistence on local chip usage; release of Ascend 910C muddles Nvidia's future
Rumors suggest the Chinese government is encouraging local companies to prioritize domestic artificial intelligence (AI) processor brands over Nvidia's products. If this informal...
Wednesday 9 October 2024
AMD set to become second largest client of TSMC's US fab; hinted at one year ago
TSMC's Fab 21 in Arizona has not yet fully commenced its first phase of mass production, but it is already producing Apple's A16 chip. Additionally, AMD may become the second major...
Wednesday 9 October 2024
China unveils domestic GPU ecosystem to reduce Nvidia dependence
China Mobile recently unveiled a chip architecture migration tool called "Xinhe" as part of the country's efforts to decrease its dependence on Nvidia's computing chips. The tool...
Wednesday 9 October 2024
TSMC reports 39.6% annual rise in September sales

On October 9, TSMC announced its financial results for September 2024.