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Friday 14 March 2025
Intel revival hinges on Tan's industry ties, tech expertise
Intel has named Lip-Bu Tan as its new CEO, following a three-month search. The market has reacted positively to this appointment, but some insiders in the semiconductor supply chain...
Friday 14 March 2025
TSMC could be key to Trump-backed Intel rescue plan
"Saving Intel" has been a subject of negotiation between TSMC and the Trump administration over the past two months, according to semiconductor industry sources. The project's scale...
Friday 14 March 2025
Chinese firms mull price cuts for 8-inch SiC substrates
The US has initiated a Section 301 investigation into China's mature semiconductor processes and third-generation silicon carbide (SiC) semiconductors. Supply chain operators state...
Friday 14 March 2025
Intel spin-off back on the table? Tan's arrival sparks new debate
Intel's partnership with TSMC has strengthened since it began in 2019, with about 30% of Intel's products now outsourced. Lip-Bu Tan's appointment as CEO hints at further collaboration...
Friday 14 March 2025
GlobalFoundries explores manufacturing partnerships in China
At the Morgan Stanley Tech, Media & Telecom 2025, GlobalFoundries announced plans to explore manufacturing partnerships in China. The move responds to rising demand for localized...
Friday 14 March 2025
Micron leads sixth-generation DRAM samples, but EUV strategy could determine future DRAM race
In late February, Micron announced it had shipped samples of its sixth-generation DRAM (1γ DRAM), becoming the first in the industry to do so. However, its design and manufacturing...
Friday 14 March 2025
Taiwan's satellite ground equipment sector sees 18% annual growth as 51 firms join top LEO supply chains
Taiwan's satellite ground equipment sector is experiencing robust growth, with production value reaching NT$244.1 billion (approx. US$53.4 billion) in 2024, a substantial 18% increase...
Friday 14 March 2025
Chip war heats up: Intel, GF push tariffs as TSMC expands in US
The White House may be celebrating TSMC's record-breaking investment, but not everyone is cheering. The Financial Times warns that amid all the back-patting, Intel's long-term...
Friday 14 March 2025
Japan doubles down on Rapidus as semiconductor ambitions face funding hurdles
Japan's 2025 budget proposal is on the verge of approval, paving the way for government investment in Rapidus, a project focused on the mass production of advanced semiconductors...
Thursday 13 March 2025
US tariff policy chaos casts shadow over chip industry
While President Trump has remained steadfast in imposing tariffs on China, his approach toward other economies has been marked by a combination of aggressive rhetoric and repeated...
Thursday 13 March 2025
Intel's Panther Lake breaks cover: first public look at 18A-powered core ultra chips
At Embedded World 2025 in Germany, Intel unveiled its Panther Lake processor, a key part of the Core Ultra 300H/U series and the first to leverage the Intel 18A process. This event...
Thursday 13 March 2025
Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign
Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive.
Thursday 13 March 2025
Analysts express doubts over TSMC's joint venture bid for Intel Foundry
Analysts have expressed skepticism regarding the rumored joint venture bid led by TSMC to run Intel's foundry operations. Concerns primarily revolve around potential technology transfer...
Thursday 13 March 2025
ASE, Ainos leverage AI-driven gas analytics to revolutionize semiconductor manufacturing
ASE Technology Holding, a global leader in semiconductor packaging and testing, is partnering with Ainos to integrate AI-powered scent digitization into semiconductor manufacturing...
Thursday 13 March 2025
'TSMC US expansion extends Taiwan strength, not exodus', NSTC chief reassure
TSMC plans to pour an additional US$100 billion into its US operations, lifting its total investment to US$165 billion. The move underscores the chip giant's deepening ties with Washington...