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Thursday 21 November 2024
Inside TSMC II: Nvidia's 40nm crisis and Morris Chang's solution
"The supreme quality of leadership is integrity." —Dwight D. Eisenhower.
Thursday 21 November 2024
IQE Taiwan IPO plans remain for 2025 amid strategic review
IQE, a British manufacturer of compound semiconductor wafers and materials solutions, will proceed with its plan to list its Taiwan subsidiary in 2025, despite considering a potential...
Thursday 21 November 2024
Japan expected to announce additional US$1.3 billion investment in Rapidus
Reports from Kyodo and Nikkei indicate that the Japanese government intends to invest around JPY200 billion (approx. US$1.3 billion) in Rapidus during the fiscal...
Thursday 21 November 2024
SK Hynix starts mass production of world's first 321-high NAND
SK Hynix Inc. (or "the company", www.skhynix.com) announced today that it has started mass production of the world's first triple-level...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Thursday 21 November 2024
China accelerates chip independence push in face of Trump 2.0
China's semiconductor industry is intensifying its drive toward self-sufficiency through expanded state funding and domestic innovation, particularly as Donald Trump's return to the...
Thursday 21 November 2024
Samsung expands Suzhou packaging investments to bolster HBM competitiveness
Samsung Electronics is bolstering its HBM competitiveness through significant investments in advanced packaging. Upgrades are underway at its Cheonan facility in South Korea, and...
Thursday 21 November 2024
Rohm delays SiC plant amid EV slowdown
Rohm Semiconductor is grappling with a significant slowdown in the electric vehicle (EV) market, leading to reduced semiconductor demand and an unexpected financial loss.
Wednesday 20 November 2024
LG Electronics reportedly establishing third plant in India
LG Electronics is reportedly planning to establish a third plant in India, continuing its recent production expansions in the country. The move aligns with the company's potential...
Wednesday 20 November 2024
Liquid cooling for servers set to take off: 4 main challenges ahead
The era of liquid cooling for servers is on the horizon, but significant challenges remain. DIGITIMES Research analyst Kaylee Chiu outlines four critical hurdles liquid cooling technology...
Wednesday 20 November 2024
TSMC faces mounting pressure as Arizona chip push intensifies
TSMC could be compelled to shift its most advanced manufacturing processes to Arizona amid renewed US focus on domestic chip production. Taiwan's Economic Affairs Minister J.W. Kuo...
Wednesday 20 November 2024
US Commerce plans US$285 million for semiconductor digital twin research
According to a recent press release, the US Department of Commerce (DOC) and the Semiconductor Research Corporation Manufacturing Consortium Corporation (SRC) are entering negotiations...
Wednesday 20 November 2024
Samsung reportedly to phase out MLC NAND production in 2025
Samsung Electronics will reportedly terminate its MLC NAND production by next year, shifting focus to high-capacity NAND production, according to industry sources.
Wednesday 20 November 2024
Taiwan PMIC makers struggle to gain foothold in DDR5 market
Despite making progress in DDR5 power management IC (PMIC) development over the past two years, Taiwanese suppliers have seen limited revenue growth in this sector. This limitation...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...