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Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Monday 3 February 2025
Tariffs 2.0 hits tech: TSMC fast-tracks US expansion amid AI shakeup
The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions,...
Friday 31 January 2025
CHPT co-founder outlines new AI strategies to tackle challenges and seize growth opportunities in Taiwan's semiconductor market.
The semiconductor industry is swiftly advancing due to high-performance computing and AI smartphones, creating opportunities for AI semiconductors. With the growing demand for advanced...
Thursday 30 January 2025
Taiwan's mature chip makers need their own major league
Recent US Section 301 tariffs targeting China's semiconductor industry have spotlighted the mature process segment. While the definition of mature processes remains somewhat fluid,...
Friday 24 January 2025
South Korea's system semiconductor market share set to drop to 1.6%—what's next?
The global IC design market is expanding rapidly, driven by the growth of AI. However, South Korea's system semiconductor sector, which currently holds a modest 2% market share, faces...
Tuesday 21 January 2025
Nvidia, MediaTek unite to advance AI PCs; major launch expected in September 2025
Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims...
Monday 20 January 2025
TSMC secures first US$1.5 billion subsidy, expects funding continuity under Trump
Despite concerns over President-elect Trump's criticism of Taiwan's alleged semiconductor industry appropriation, TSMC's CFO Wendell Huang expressed confidence that the company will...
Monday 20 January 2025
Taiwan machine tool output plummets 56% from peak amid crisis
Taiwan's machine tool industry experienced unprecedented challenges in 2024, presenting a stark contrast to the thriving semiconductor and ICT sectors. Industry leaders have intensified...
Friday 17 January 2025
Vietnam 'sometimes insufficient' power risks semiconductor push
Despite ambitious plans to develop its semiconductor ecosystem, Vietnam faces persistent power supply issues that could impede industry growth and foreign investment.
Thursday 16 January 2025
China's photoresist sector vies for breakthroughs and accelerates localization
China's semiconductor industry has accelerated the localization of photoresists, a crucial manufacturing material, supported by government initiatives, technological advancements,...
Tuesday 14 January 2025
China's semiconductor sector reels from 10,000 bankruptcies as hiring frenzy collapses
China's economy remains on a downward trajectory, with weak domestic consumption. According to The Economic Observer, Shi Li, Dean of the Institute for Common Prosperity...
Tuesday 14 January 2025
China advances RISC-V development to counter US chip restrictions
RISC-V architecture has become the center of China's strategy to reduce reliance on US chip imports and strengthen its domestic semiconductor industry. With government backing, the...
Friday 10 January 2025
China's 12-inch wafer fabs ramp up output, resulting in price war over mature processes
Chinese foundries have stepped up 12-inch fab capacity expansions, which is poised to result in more heated price competition in the mature process market in 2025, according to industry...
Thursday 9 January 2025
Taisic Materials navigates SiC oversupply by focusing on larger eight-inch wafers, eyeing growth in US and Japan
In 2024, the silicon carbide (SiC) semiconductor industry faces challenges as increased crystal growth production capacity in China results in oversupply and significant price drops,...
Thursday 9 January 2025
SEMI forecasts 18 new semiconductor fabs to be built in 2025
On January 8, 2025, SEMI announced in its latest World Fab Forecast that 18 new semiconductor fabs will begin construction in 2025. These facilities will comprise three 8-inch fabs...