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Tuesday 1 October 2024
Huawei debuts Ascend 910C samples amid China's bid to topple Nvidia's AI lead
The Chinese government is reportedly intensifying efforts to discourage domestic companies from buying Nvidia AI processors, aiming to boost local suppliers like Huawei. According...
Tuesday 1 October 2024
Fujifilm doubles down on materials for sub-2nm process nodes
Fujifilm plans to strengthen its semiconductor materials capabilities with an investment of JPY 20 billion (US$ 140 million) to build facilities in Shizuoka and Oita, focusing on...
Tuesday 1 October 2024
Global 300mm fab equipment spending to hit US$400 billion from 2025 to 2027, says SEMI
Global spending on 300mm fab equipment is expected to reach a record US$400 billion from 2025 to 2027, according to SEMI. The robust spending is being driven by the regionalization...
Tuesday 1 October 2024
Peripheral chips to experience fast growth in 2025 due to AI server demand
Business opportunities for peripheral chips can only advance further when AI servers become more popularized. The industry believes that the first wave of growth may occur in 2025.
Tuesday 1 October 2024
How China is accelerating advanced packaging with HBM and CoWoS amid tightening US restrictions
Presently, the enhancement of AI chips' computing power heavily depends on advanced packaging technologies such as CoWoS and HBM, with the two technologies complementing each other...
Tuesday 1 October 2024
Tokyo Electron to expand India team to fuel chipmaking ambitions
According to Bloomberg, Tokyo Electron plans to recruit and train local engineers in India to support the country's growing semiconductor industry. This initiative aligns...
Tuesday 1 October 2024
Concerns grow over global DDI supply security after US lawmakers target Chinese panel manufacturers
Following recent geopolitical tensions, concerns regarding the supply chain security of technology products have intensified globally. The United States has expressed intentions to...
Tuesday 1 October 2024
SK Hynix advances 16-layer HBM3E to maintain market lead
SK Hynix is expediting the development of 16-layer HBM3E (High Bandwidth Memory) to reinforce its leading position in the competitive HBM market, as challenges from rivals like Samsung...
Tuesday 1 October 2024
Samsung delays Taylor and Pyeongtaek fab construction amid global semiconductor slowdown
Samsung Electronics has reportedly delayed construction and equipment orders for its Pyeongtaek Phase 4 (P4) plant in South Korea and its second facility (T2) in Taylor, Texas. This...
Tuesday 1 October 2024
Strong AI chip demand to boost TSMC market share
TSMC is expected to see its global market share top 70% by 2026, thanks to strong AI chip demand, according to industry sources.
Monday 30 September 2024
China urges local companies to stay away from Nvidia's chips
Beijing is stepping up pressure on Chinese companies to buy locally produced artificial intelligence chips instead of Nvidia Corp. products, part of the nation's effort to expand...
Monday 30 September 2024
Intel's Smart Capital: lifeline or stranglehold on future growth?
Amid speculation surrounding a potential acquisition of Intel by Qualcomm, reports have surfaced indicating Apollo-managed funds, a key partner in Intel's "Smart Capital" initiative,...
Monday 30 September 2024
Traffic and talent emerge as two major issues for JASM, with no short-term solution in sight
Taiwan's Minister of Economic Affairs J.W. Kuo led a delegation to Japan and visited the construction site of TSMC's Kumamoto plant (JASM) on September 24. He also met with the governor...
Monday 30 September 2024
Semiconductor expansion clashes with Taiwan's strained renewable energy supply
Taiwan's renewable energy sector has been hit hard by strict government regulations, causing significant delays in system installations. Market forecasts suggest that recovery may...
Monday 30 September 2024
PSMC's global ambitions face growing risks
After the collaboration between Powerchip Semiconductor Manufacturing Corporation (PSMC) and SBI collapsed—a development anticipated by industry insiders—attention has...