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Tuesday 19 November 2024
Japanese chip equipment makers see mixed outlook amid AI boom, China slowdown
Japanese semiconductor equipment manufacturers, including Tokyo Electron and Kokusai Electric, have raised profit forecasts driven by surging AI demand. However, China's cooling semiconductor...
Tuesday 19 November 2024
Samsung foundry eyes Qualcomm and Nvidia for 2nm and 3nm orders
Samsung Electronics' foundry division is advancing its semiconductor capabilities through the mass production of the Exynos 2600 (tentative name), marking a strategic push for self-sufficiency...
Monday 18 November 2024
SK Siltron secures US$544 million loan to support SiC wafer production
SK Group's silicon wafer manufacturer SK Siltron has confirmed that it will receive a loan of US$544 million from the US Department of Energy (DOE) to invest in its silicon carbide...
Monday 18 November 2024
Trump 2.0 to see more radical 'America First' policies, not allowing allies to take advantage
Trump's "America First" agenda will remain central in his imminent second term, with reindustrialization, trade protectionism, corporate tax cuts, and stricter immigration policies...
Monday 18 November 2024
Moore Threads initiates A-share IPO process with a valuation of approximately CNY25 billion
According to an announcement on the China Securities Regulatory Commission's (CSRC) official website, Chinese GPU manufacturer Moore Threads completed registration with the Beijing...
Monday 18 November 2024
Hiwin sees bright US automation prospects amid Europe's slowdown
Following a five-year hiatus, Hiwin resumed its in-person earnings call, providing an updated outlook for 2025. The company expects increased economic clarity post-US presidential...
Monday 18 November 2024
Samsung's bonus cuts spark fear of researcher exodus
Samsung Electronics' recent decision to transfer personnel from its semiconductor research institute to various business units has sparked concerns over a potential talent drain,...
Monday 18 November 2024
Silicon wafer shipments rise in 3Q24, says SEMI
Global silicon wafer shipments showed positive growth in both sequential and annual comparisons for the third quarter of 2024, according to SEMI.
Monday 18 November 2024
Taiwan tech supply chain at crossroads: AI boom meets geopolitical tensions
The rise of generative AI is reshaping the global technology landscape, putting Taiwan's critical role in the spotlight while geopolitical tensions threaten to fragment the semiconductor...
Monday 18 November 2024
China-based LCD giant BOE to enter chipmaking with Beijing wafer fab investment
China-based BOE Technology has decided to invest in a wafer fab in Beijing, marking its first foray into the chipmaking business. This move comes as China is expected to rapidly expand...
Monday 18 November 2024
TSMC adjusts CoWoS capacity plans amid Trump 2.0 uncertainty
Rising global uncertainties following Donald Trump's presidential victory have led TSMC to recalibrate its ambitious expansion plans for Chip-on-Wafer-on-Substrate (CoWoS) packaging...
Monday 18 November 2024
India roundup: India to generate 1 million jobs in semiconductor industry
India is estimated to require 1 million jobs in the semiconductor industry. India-based electronics manufacturers will likely benefit from President-Elect Donald Trump's return to...
Monday 18 November 2024
Applied Materials projects Chinese sales to stabilize following capex expansion
Applied Materials, a major supplier of chipmaking equipment, has reported weaker-than-expected sales forecasts for the upcoming quarter, indicating that semiconductor companies not...
Monday 18 November 2024
Weekly news roundup: Intel-AMD merger plan faces market doubts, antitrust scrutiny
Semiconductor Week in Review (Nov 10 - 16): In a week dominated by seismic shifts in the semiconductor landscape, TSMC's suspension of sub-7nm chip supply to Chinese AI firms and...
Monday 18 November 2024
Trump's economic policy: No trade is free
Morris Chang, founder of TSMC, recently stated at the company's sports event that free trade has died. This sentiment aligns with Trump's assertion that no trade comes free, foreshadowing...
Colder Products Company
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