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Tuesday 15 October 2024
Wolfspeed to strengthen U.S. silicon carbide manufacturing with $750 million CHIPS Act investment
The Biden-Harris Administration has announced a preliminary agreement with Wolfspeed, Inc. to bolster U.S. leadership in silicon carbide manufacturing through a proposed US$750 million...
Tuesday 15 October 2024
US weighs capping exports of AI chips from Nvidia and AMD to some countries
Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis, people familiar with the...
Tuesday 15 October 2024
ElevATE partners with Polar Semiconductor for advanced manufacturing
ElevATE Semiconductor and Polar Semiconductor have formed a strategic alliance to develop and produce ElevATE products used by world-class ATE equipment and semiconductor manufactu...
Tuesday 15 October 2024
Samsung DS division head signals major reforms ahead
According to recent reports, Samsung Electronics (Samsung) has suspended all construction and equipment orders for its P4 and P5 plants in Pyeongtaek and has decided to exit the LED...
Tuesday 15 October 2024
Self-reliance in chipmaking leads to plagiarism and intense competition, says ACM chairman
The local semiconductor equipment industry in China is presently experiencing the consequences of US export restrictions. In recent years, China's semiconductor industry has been...
Tuesday 15 October 2024
Vietnam's digital transformation boom attracts software services industry
iKala and TPIsoftware have announced a collaboration aimed at bringing AI transformation consulting and implementation services to Vietnam while deepening partnerships with local...
Tuesday 15 October 2024
PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand
As the fourth quarter of 2024 nears, major players in the power amplifier (PA) supply chain—such as GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers...
Tuesday 15 October 2024
OSATs budget more capex in 2024 than 2023
Prominent OSATs have allocated a greater capital expenditure for 2024 compared to 2023, suggesting that their existing production capacity for advanced packaging is still limited,...
Tuesday 15 October 2024
Force Mos Technology expects weak consumer market to persist despite US rate hike
Power semiconductor supplier Force Mos Technology expects a weak consumer market to persist despite a rate hike by the US Federal Reserve. The company plans to navigate this challenging...
Tuesday 15 October 2024
TSMC outlook and key client orders to garner focus at upcoming investor meeting
TSMC will hold an investor meeting on October 17 to review the company's business and market projections, as well as updates on its capital expenditure strategy for the current yea...
Tuesday 15 October 2024
Prices for 6-inch SiC substrates freefalling in China
Prices of mainstream 6-inch SiC substrates have fallen since the beginning of this year and are expected to keep lowering as Chinese SiC substrate suppliers expand their production,...
Tuesday 15 October 2024
SiC substrate oversupply heaps pressure on suppliers
The SiC substrate sector has quickly shifted from shortage to oversupply in 2024, thanks to aggressive expansions of 6-inch capacity at Chinese suppliers.
Monday 14 October 2024
TSMC plans more chip plants in Europe, Taiwan official says
Taiwan Semiconductor Manufacturing Co. is planning more plants in Europe with a focus on the market for artificial intelligence chips, according to a senior Taiwanese official, as...
Monday 14 October 2024
Countering China's asymmetric strategy from demand side of supply chain resilience
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously...
Monday 14 October 2024
China's push for chip tool independence faces talent shortage, innovation choke points
China's semiconductor equipment industry is grappling with a crisis of involution, fueled by geopolitical tensions and domestic pressures.