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Thursday 20 March 2025
OpenAI's first Stargate site to hold up to 400,000 Nvidia chips
The first data center complex for OpenAI's US$100 billion Stargate infrastructure venture will have space for as many as 400,000 of Nvidia's powerful AI chips — an amount that,...
Thursday 20 March 2025
China to further tighten export curbs on battery, chip material tech, escalating US trade spat
China is reinforcing its grip on key minerals and battery technologies as tensions with the US escalate over tech trade policies. Fortune reports that China dominates the...
Monday 17 March 2025
Samsung talent crisis: Corporate culture and decision-making to blame?
Samsung Electronics has struggled to retain the top-tier professionals it recruited in semiconductors, robotics, big data, and artificial intelligence (AI). The departure of these...
Saturday 15 March 2025
AI boom fuels record sales for Southern Taiwan Science Park in 2024
The Southern Taiwan Science Park (STSP) has reported record-high sales of NT$2.21 trillion (approx. US$67.05 billion) for 2024, rising 39.55% year-over-year, with strong momentum...
Friday 14 March 2025
Chinese firms mull price cuts for 8-inch SiC substrates
The US has initiated a Section 301 investigation into China's mature semiconductor processes and third-generation silicon carbide (SiC) semiconductors. Supply chain operators state...
Friday 14 March 2025
Japan doubles down on Rapidus as semiconductor ambitions face funding hurdles
Japan's 2025 budget proposal is on the verge of approval, paving the way for government investment in Rapidus, a project focused on the mass production of advanced semiconductors...
Thursday 13 March 2025
'TSMC US expansion extends Taiwan strength, not exodus', NSTC chief reassure
TSMC plans to pour an additional US$100 billion into its US operations, lifting its total investment to US$165 billion. The move underscores the chip giant's deepening ties with Washington...
Tuesday 11 March 2025
CATL powers into chip market: strategic bets on IC design startups
CATL, a global leader in batteries and energy storage, is further expanding into semiconductors. While the company maintains a low-profile approach, each of its investments generates...
Saturday 8 March 2025
Taiwan strengthens photoresist R&D to bolster semiconductor self-sufficiency
Photoresist (PR) is a key material in photolithography, essential for manufacturing semiconductors, PCBs, and display panels. The global PR market is highly concentrated, with Merck,...
Friday 7 March 2025
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...
Friday 7 March 2025
AI and machinery to drive next industrial revolution
The 2025 Taipei International Machine Tool Show (TIMTOS) began on March 3, co-organized by TAITRA and TAMI. Notable attendees included President William Lai and foreign diplomats...
Friday 7 March 2025
Compound semiconductor market on track for US$25 bln by 2030, fueled by EVs, 5G, and AI
The global compound semiconductor market is projected to reach US$25 billion by 2030, growing at an annual rate of nearly 13% from 2024, according to Yole Group's Activity Manager...
Thursday 6 March 2025
DEEPX ramps up mass-production chip supply for the global market, bolstering tangible business expansion
AI semiconductor company DEEPX (CEO: Lokwon Kim) has been steadily increasing its global marketing efforts since introducing sample chips for international customer evaluation. Now,...
Thursday 6 March 2025
GlobalWafers continues to invest in compound semiconductors despite market challenges
In recent years, the worldwide silicon carbide (SiC) and other compound semiconductors market has been hit by increased production capacity inside China's supply chain, leading to...
Thursday 27 February 2025
US tariffs on TSMC could force IC designers to shoulder higher production costs
US President Trump announced that starting in April 2025, a 25% tariff will be imposed on semiconductors, automobiles, and pharmaceuticals, with plans for gradual increases. Experts...