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Tuesday 26 November 2024
US grants US$59 million in chip subsidy to BAE Systems, Rocket Lab
The US Department of Commerce has awarded two significant grants under the CHIPS Incentives Program. The funding will go to BAE Systems and Rocket Lab to advance the country's supply...
Tuesday 26 November 2024
Japan's dream of chip revival: a two-pronged bet on TSMC and Rapidus
Industry sources indicate that while the Japanese government maintains high expectations for Rapidus, contingency plans are being developed. Recently appointed Shigeru Ishiba, Japan's...
Tuesday 26 November 2024
US chip restrictions on China may bolster Taiwan IC design sector
The US is reportedly poised to implement new restrictions on semiconductor exports to China, potentially affecting around 200 Chinese chip firms. The move could strengthen Taiwan's...
Tuesday 26 November 2024
Chinese firms react to TSMC chip supplies halt and escalating US tension
TSMC has halted providing advanced AI chips at 7 nanometers and below to Chinese customers, highlighting mounting challenges for China's semiconductor industry. The suspension follows...
Tuesday 26 November 2024
STMicro postpones US$20 billion revenue target to 2030 on auto chip slowdown
STMicroelectronics (STM) has revised its growth targets amid persistent weak demand for chips used in automotive and industrial applications. During its Capital Markets Day in Paris,...
Monday 25 November 2024
STMicroelectronics partners with Hua Hong Semiconductor to boost local production in China's EV market
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics...
Monday 25 November 2024
Inside TSMC VI: Navigating the semiconductor pricing wars
"Strategy is simply resource allocation. When you strip away all the noise, that's what it comes down to." —Jack Welch.
Monday 25 November 2024
Inside TSMC V: Human-centric management and its impact on productivity
"Clients do not come first. Employees come first. If you take care of your employees, they will take care of the clients." —Richard Branson.
Monday 25 November 2024
The 7nm chip sanctions on China: impact on large-scale chips, CoWoS processes
On November 8, news broke that China's 7nm chip manufacturing supply was cut off, prompting major foundries like TSMC and Samsung Foundry to remain silent. However, recent reports...
Monday 25 November 2024
Raimondo's race against time: Intel, Samsung CHIPS Act deals hang in balance
As Donald Trump's inauguration fast approaches, Gina Raimondo, the US Secretary of Commerce, revealed to Politico that she instructed Commerce Department staff to work overtime...
Monday 25 November 2024
Strict scrutiny of wafer qualification paves the way for 7nm technology restrictions
According to findings from China's semiconductor think tank, ICwise, the US Department of Commerce's (DOC) recent sanctions differ slightly from previous measures.
Monday 25 November 2024
Global semiconductor manufacturing industry shows strong momentum in 3Q24
The global semiconductor manufacturing industry demonstrated strong momentum in the third quarter of 2024, with all key industry indicators showing positive sequential increases for...
Monday 25 November 2024
Weekly news roundup: Trump's return casts shadow over TSMC's AI chip expansion
Semiconductor Week in Review (Nov 17 - 23):
Monday 25 November 2024
Nvidia's decline in gross margin amid Blackwell transition may not affect bigger picture
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
Monday 25 November 2024
Global wafer foundry industry to see over 10% CAGR in revenues from 2024-2029, says DIGITIMES Research
The global wafer foundry industry will grow by a compound annual growth rate (CAGR) of 11.5% from 2024 to 2029, reaching US$270 billion, driven by AI and high-performance computing...
CHT
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