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Thursday 24 October 2024
Japan restarts minimal fabs to train semiconductor talent
Talent development is a key challenge for Japan as it seeks to revitalize its semiconductor industry. In response, the Japanese government has chosen to resurrect the half-inch wafer...
Thursday 24 October 2024
Taiwan re-evaluates nuclear policy amid AI-driven power surge
Taiwan is aligning with a growing global trend, as nations and tech giants increasingly turn to nuclear power to meet the surging electrical demand driven by AI. Premier Cho Jung-Tai...
Thursday 24 October 2024
South Korea raises industrial electricity rates by 9.7%, impacting chipmakers
South Korea raises industrial electricity rates by 9.7% on average, marking the seventh adjustment since 2022. This cumulative rise exceeds 60% over three years and is expected to...
Thursday 24 October 2024
Lam Research signals declining Chinese revenue, eyes growth in advanced manufacturing and packaging
Following ASML's report of declining net bookings and anticipated lower revenue from China, Lam Research refrained from providing updated guidance for its fiscal year. The company...
Thursday 24 October 2024
GCCS opens new plant for SiC crystal growth
GeChi Compound Semiconductor (GCCS), a silicon carbide (SiC) crystal growth company, held an opening ceremony for its new Zhongli plant in Taoyuan, northern Taiwan on October 23....
Thursday 24 October 2024
LandMark optimistic about 2025 as 800G SiPh becomes mainstream
Optical epitaxy specialist LandMark Optoelectronics reported a gross margin increase to 27.58% in the third quarter of 2024, driven by silicon photonics (SiPh) shipments to high-speed...
Thursday 24 October 2024
TSMC chips in Huawei AI accelerator cast doubt on SMIC's capabilities
Chinese foundry Semiconductor Manufacturing International (SMIC) has found itself in a precarious position following a recent TechInsights teardown report concerning a TSMC-manufactured...
Thursday 24 October 2024
SiC substrate price correction may continue in 2025, says GCCS
GeChi Compound Semiconductor (GCCS), a Taiwan-based silicon carbide (SiC) crystal growth firm, forecasts that while oversupply will continue to keep SiC substrate prices at low levels...
Thursday 24 October 2024
Nvidia takes full Blackwell delay accountability, seeks to dispel tension with TSMC rumors
Days after rumors of a strained relationship between Nvidia and TSMC regarding the delayed shipment of Blackwell chips, Nvidia CEO Jensen Huang clarified that the issue was "100%...
Wednesday 23 October 2024
Japan steps up collaborative efforts to tackle chip talent crunch in key regions of Kyushu and Hokkaido
The demand for semiconductor talent in Japan is increasing, especially in Kyushu, where TSMC is establishing wafer fabs, and in Hokkaido, where Rapidus plans to mass-produce 2nm chips...
Wednesday 23 October 2024
Samsung's crisis and solutions: Daeje Chin points to talent development, foundry
The "crisis theory" surrounding Samsung Electronics has recently garnered widespread attention across various sectors in South Korea. The predicament faced by the country's largest...
Wednesday 23 October 2024
Samsung turns to the Japanese playbook: a look at how Sony and Hitachi engineered their turnarounds
Samsung Electronics has launched bold restructuring efforts to boost competitiveness, forming a business task force to enhance R&D and explore new business avenues, according...
Wednesday 23 October 2024
ASML chief sees US pressure building for more China restrictions
ASML Holding NV CEO Christophe Fouquet expects pressure will grow from the US to further restrict sales of semiconductor technology to China, the biggest market for the Dutch producer...
Wednesday 23 October 2024
US extends 25% chip tax credit to wafers, including solar
The Biden administration finalized rules for a 25% tax credit for semiconductor manufacturing projects, expanding eligibility for what is likely to be the largest incentive program...
Wednesday 23 October 2024
AI penetration will be key to closing the substrate supply-demand gap, says industry
The second half of the year is typically a peak season for substrates. Despite market volatility, strong demand for AI continues to drive the global integrated circuit (IC) substrate...
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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