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Wednesday 4 December 2024
Why CXMT escapes new series of US sanctions
The new US export restrictions on China do not include ChangXin Memory Technologies (CXMT), which has sparked discussions among industry observers regarding how the key Chinese memory...
Wednesday 4 December 2024
Marvell reports strong 3Q24 results, driven by AI silicon demand
Marvell reported strong fiscal third-quarter results with a 6.87% revenue increase, driven by record data center revenue, primarily from custom AI silicon. The company forecasts continued...
Wednesday 4 December 2024
Ibiden plans 40% output boost for AI server IC substrates in 2025
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
Tuesday 3 December 2024
Chinese foundries, memory firms face US export curbs
The upcoming US ban targets the Chinese semiconductor industry in what is expected to be the third significant crackdown in three years. However, the number of companies affected...
Tuesday 3 December 2024
Trump 2.0 trade war: potential winners and losers
Donald Trump's upcoming return to the US presidency and his promised import tariffs threaten to disrupt the World Trade Organization's free trade principles. The WTO's 166 member...
Tuesday 3 December 2024
Shift in brand AI server orders; Taiwan contract firms still benefit
Orders for brand AI servers are surging, prompting Taiwan-based electronic contract manufacturing firms to capitalize on the trend regardless of order variations.
Tuesday 3 December 2024
US imposes tariffs on Chinese solar producers in Southeast Asia
The US Department of Commerce announced on November 29, 2024, its preliminary findings in antidumping duty investigations targeting crystalline photovoltaic cells and modules from...
Tuesday 3 December 2024
AI servers will not peak then slow in 2025, says Quanta EVP Mike Yang
Demand for AI servers will not peak in 2025, according to Quanta Computer executive VP and Quanta Cloud Technology general manager Mike Yang. In his opinion, the AI industry has seen...
Tuesday 3 December 2024
Brightek joins SiPhIA, eyes overseas automotive expansion
As a new member of the SEMI Silicon Photonics Industry Alliance (SiPhIA), Brightek is actively expanding its international presence, promoting its latest EVO ICLED products in markets...
Tuesday 3 December 2024
IPC makers demonstrate resilience, remain unfazed by tariff shifts
Taiwan's industrial computer (IPC) manufacturers are maintaining their composure despite the ripples sent through global supply chains by Donald Trump's recent announcement of tariff...
Tuesday 3 December 2024
Denso, Fuji Electric secure METI subsidy for SiC chip mass production
Japan's Ministry of Economy, Trade, and Industry (METI) has announced a subsidy program totaling up to JPY70.5 billion (US$470.34 million) for the SiC power semiconductor production...
Tuesday 3 December 2024
Trump 2.0 looms: Indian manufacturing draws chip distributors
Global supply chains have gradually diversified in recent years, with India emerging as a potential replacement for China in the electronics manufacturing sector. As geopolitical...
Monday 2 December 2024
Automotive LED order visibility projects to remain strong for a year; Edison expects double growth in 2025
The visibility of automotive product orders for LED manufacturer Edison is projected to extend throughout 2025, instilling confidence in the growth momentum of automotive orders....
Monday 2 December 2024
Elon Musk lands priority for Nvidia GB200 delivery in January with US$1.08 billion
Elon Musk's artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO...
Monday 2 December 2024
DeepX AI chip achieves up to 90% yield with Samsung's 5nm process
South Korean AI chip startup DeepX is in the final stages of preparation for its first mass-produced chips. Through Samsung Electronics' foundry division, the company has achieved...