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Wednesday 25 December 2024
US targets mature Chinese chips with Section 301 probe over dumping concerns
Having previously focused on advanced chips for AI, the US government is now targeting mature process semiconductors amid fears of Chinese dumping that could undermine American suppliers...
Wednesday 25 December 2024
Taiwan's drone suppliers face chip and production challenges
Amid escalating geopolitical conflicts, drones have emerged as a focal point in combat systems of the future.
Wednesday 25 December 2024
Geopolitical threats expand to mature wafer fabs as US launches Section 301 investigation against China
The Biden-Harris Administration has imposed export controls and technology restrictions on China's advanced chip sector from 2022 to 2024. Recently, the US announced the initiation...
Wednesday 25 December 2024
TEL targets 40% AI equipment revenue amid waning China demand
Tokyo Electron (TEL) aims to increase its revenue share from AI-related semiconductor equipment to approximately 40% by the fiscal year ending March 2026, up from the current 30%...
Wednesday 25 December 2024
Is US banning Chinese SiC components to save Wolfspeed?
The US has initiated a Section 301 investigation into China's mature manufacturing processes, specifically targeting silicon carbide (SiC) semiconductor production.
Wednesday 25 December 2024
China's top IDMs face headwinds amid SiC sector uncertainty
China's leading power semiconductor IDMs are making headlines as industry pressures mount: Hangzhou Silan Microelectronics has postponed two major projects, while Beijing Century...
Tuesday 24 December 2024
China advances in mature chip manufacturing amid geopolitical frictions
As US-Sino chip tensions rise, Beijing strengthens its position in mature process chip manufacturing, echoing its earlier solar panel strategy. While the US maintains a lead in advanced...
Tuesday 24 December 2024
US scrutiny of China's mature chip sector signals shifts in supply chains
The Biden administration is reportedly ramping up scrutiny of China's mature process chips during its transition period, potentially paving the way for tighter regulatory measures...
Tuesday 24 December 2024
Taiwan grapples with unpredictable AI power demands, govt outlined three-pronged strategy
While the semiconductor supply chain has driven Taiwan's recent surge in electricity use, a trend expected to continue, the exact power consumption requirements for AI remain uncertain...
Tuesday 24 December 2024
Hua Hong names new chair as investment firms gain control
Shanghai Hua Hong Group, a major wafer foundry in China, has made a surprise change of leadership, replacing Su-xin Zhang with Jian Qin as chairman.
Tuesday 24 December 2024
China-Taiwan trade recovers despite military tensions and tech war
Despite the recent military maneuvers by China's navy and coast guard that threaten Taiwan's security, as well as challenges within China such as a struggling real estate market,...
Tuesday 24 December 2024
Amid threat of Trump tariffs, Taiwan likely to remain safe
The US trade deficit with Taiwan is projected to grow to US$59 billion in 2024, an increase only ranking behind Mexico and Vietnam. However, although US President-elect Donald Trump...
Tuesday 24 December 2024
CXMT reportedly begins DDR5 mass production despite US restrictions
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, has reportedly begun mass production of DDR5 memory, according to market sources.
Tuesday 24 December 2024
Biden team to probe Chinese Chips, setting up Trump for tariffs
US President Joe Biden's administration is launching an investigation that will offer President-elect Donald Trump a choice about whether to enact new tariffs on Chinese-made semiconductor...
Tuesday 24 December 2024
Innolux charts course into FOPLP amid market headwinds
Amid intense competition from Chinese suppliers and a maturing consumer electronics market, Taiwan-based panel provider Innolux is pursuing transformation through its "More than Panel"...