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Friday 25 October 2024
TSMC to see handset chip orders exceed NT$1 trillion in 2024
Despite a rumored drop in iPhone 16 orders, TSMC's handset chip revenue is expected to exceed NT$1 trillion (US$31 million) in 2024, according to supply chain sources.
Friday 25 October 2024
TSMC to hike sub-5nm quotes in 2025; 2nm to exceed US$30,000
TSMC has made adjustments to its foundry quotations for 2025 to clients to alleviate the effects of gross margin losses caused by high operating costs in overseas facilities and 2nm...
Thursday 24 October 2024
Micron anticipates AI demand boost as EUV-based DRAM enters production in 2025
Micron Technology, which has fully allocated its HBM production capacity for calendar 2025, indicated that demand for AI will increase as it expands from cloud servers to consumer...
Thursday 24 October 2024
SK Hynix maintains edge in HBM3E, but HBM4 certification and Samsung's pursuit pose risks
SK Hynix will announce its financial results for the third quarter of 2024 on October 24. During its previous earnings call, the company indicated that shipments of its HBM3E products...
Thursday 24 October 2024
Wolfspeed halts EUR3bn SiC wafer plant, throwing Germany's semiconductor plans off track
Wolfspeed has suspended the construction of its SiC wafer plant in Ensdorf, Germany, as Europe's electric vehicle market faces a slowdown. This comes on the heels of Intel's halted...
Thursday 24 October 2024
Amid HBM3E supply challenges, Samsung appeals to Nvidia with GDDR7, foundry
As Samsung Electronics (Samsung) faces delays in the mass production of HBM3E, the company is looking to enter Nvidia's supply chain through its competitive GDDR DRAM offerings. Recent...
Thursday 24 October 2024
Taiwan's Song Chuan eyes 70% revenue from EVs, renewable energy as demand soars
Song Chuan Precision, Taiwan's largest relay manufacturer, is capitalizing on the growing demand for EVs, solar energy, and energy storage. These sectors now account for 56% of the...
Thursday 24 October 2024
Chinese smartphone brands trigger price hikes, iPhone stands out as a stable choice
Android flagship smartphone prices are seeing notable increases, drawing significant attention. Between mid-October and November 2024, over ten Chinese smartphone brands—including...
Thursday 24 October 2024
Japan restarts minimal fabs to train semiconductor talent
Talent development is a key challenge for Japan as it seeks to revitalize its semiconductor industry. In response, the Japanese government has chosen to resurrect the half-inch wafer...
Thursday 24 October 2024
Tesla's results exceed expectations and projects growth for 2025
Tesla reported strong third-quarter results, reaffirming its commitment to expanding its vehicle lineup and launching affordable models in 2025, while also focusing on its energy...
Thursday 24 October 2024
GCCS opens new plant for SiC crystal growth
GeChi Compound Semiconductor (GCCS), a silicon carbide (SiC) crystal growth company, held an opening ceremony for its new Zhongli plant in Taoyuan, northern Taiwan on October 23....
Thursday 24 October 2024
LandMark optimistic about 2025 as 800G SiPh becomes mainstream
Optical epitaxy specialist LandMark Optoelectronics reported a gross margin increase to 27.58% in the third quarter of 2024, driven by silicon photonics (SiPh) shipments to high-speed...
Thursday 24 October 2024
SiC substrate price correction may continue in 2025, says GCCS
GeChi Compound Semiconductor (GCCS), a Taiwan-based silicon carbide (SiC) crystal growth firm, forecasts that while oversupply will continue to keep SiC substrate prices at low levels...
Thursday 24 October 2024
Nvidia takes full Blackwell delay accountability, seeks to dispel tension with TSMC rumors
Days after rumors of a strained relationship between Nvidia and TSMC regarding the delayed shipment of Blackwell chips, Nvidia CEO Jensen Huang clarified that the issue was "100%...
Wednesday 23 October 2024
Returning Taiwanese manufacturers face relocation pressure again amid domestic resource constraints
Taiwanese manufacturers returning from China to invest domestically amid the US-China tech and trade rivalry are encountering mounting pressure to relocate overseas. Industry observers...