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Friday 17 January 2025
TSMC unscathed by disappointing auto market
The automotive industry was once considered to be a key driver for Taiwan's semiconductor supply chain, prompting its makers to get in line with the global trend of regionalized production...
Friday 17 January 2025
TSMC and Nvidia confirm no order cuts; continue to thrive in AI boom
TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging capacity.
Friday 17 January 2025
Tighter US regulations on 16/14nm impact Chinese AI firms amid uncertainties in networking and automotive sectors
The US has introduced stricter export controls on chips with 30 billion transistors at 16/14nm nodes to limit Chinese access to advanced processors. Industry sources indicate that...
Friday 17 January 2025
Japan chip tool makers turn cautious on China uncertainty
Japanese chip gear makers trimmed their revenue forecast for fiscal 2025, citing fears of a slowdown in spending in China as well as by makers of automotive and power chips.
Friday 17 January 2025
China begins probe into US chip grants, alleged dumping
China will investigate allegations that the US dumps lower-end chips and unfairly subsidizes its own chipmakers, in potentially one of Beijing's strongest retaliatory moves against...
Friday 17 January 2025
Taiwan's trade surplus with US raises negotiation challenges as Trump returns to power
Statistics from Taiwan's Ministry of Finance show a significant trade surplus with the US of US$64.88 billion. Coinciding with Donald Trump's second term as President, it may put...
Friday 17 January 2025
Taiwan's balancing act: managing US-Sino trade tensions under Trump
With Donald Trump's upcoming presidency promising immediate tariff hikes and stricter sanctions and tech controls on China, the Asian economic giant aims to boost domestic demand,...
Friday 17 January 2025
TSMC drives local sourcing as upstream material suppliers target advanced processes
TSMC is intensifying its localization efforts, with a growing emphasis on sourcing raw materials from local suppliers—a proportion set to increase steadily year over year. This...
Friday 17 January 2025
Vietnam 'sometimes insufficient' power risks semiconductor push
Despite ambitious plans to develop its semiconductor ecosystem, Vietnam faces persistent power supply issues that could impede industry growth and foreign investment.
Thursday 16 January 2025
6 key takeaways from TSMC's earnings: AI boom, 2025 growth, and record capex
TSMC attained a record-high level of performance in 2024, and its revenue is expected to climb by around 25% in US dollars in 2025. During a media interview following the company's...
Thursday 16 January 2025
Google TPUs lead liquid cooling innovation as Trillium TPU adoption grows in Taiwan
The surge in AI demand has propelled the popularity of liquid-cooled servers, with numerous companies planning to integrate liquid cooling into their infrastructure. According to...
Thursday 16 January 2025
Jensen Huang visits SPIL's new Taiwan factory, boosting AI chip production capabilities
NVIDIA founder and CEO Jensen Huang visited Taichung on January 16, with his first stop being the new Tan-Ke factory of Siliconware Precision Industries (SPIL), a leader in global...
Thursday 16 January 2025
TSMC expects 5% sequential revenue drop in 1Q25, plans record capex for 2025
TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a decrease of 5.5% from the previous quarter at the midpoint...
Thursday 16 January 2025
India faces AI chip hurdle as US export controls test tech ties
As AI software and hardware giants turn their attention to India for profitable opportunities, the US's recent AI chip export controls limiting India's access to advanced processors...
Thursday 16 January 2025
Nvidia's visit to SPIL highlights its emphasis on advanced packaging
Nvidia CEO Jensen Huang's visit to Siliconware Precision Industries (SPIL) on his current trip to Taiwan has garnered market attention to the company's emphasis on advanced packagi...