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Tuesday 12 November 2024
Taiwan fab toolmakers benefit from TSMC's CoWoS demand spike
A recent annual forum for the chipmaking equipment and materials sectors was hosted in Tainan, southern Taiwan, bringing together executives from TSMC and its ecosystem partners including...
Monday 11 November 2024
Kioxia invests in CXL memory, aims for commercialization in 2030
Kioxia has announced plans to develop next-generation memory technology, Compute Express Link (CXL), to address the growing demands of AI, with support from the Japanese government...
Monday 11 November 2024
Gudeng Precision marks 2 years of profit growth, expands capacity and advances processes
Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue...
Monday 11 November 2024
JPMorgan braces for 'impactful' first two years of Trump
The first two years under Donald Trump's second term could be "quite impactful" if policy changes are made on tax, deregulation, and crypto, according to Stefan Gratzer, managing...
Monday 11 November 2024
Accton expands optical tech for AI data centers in 3Q24
Accton Technology, Taiwan's leading provider of data center switches and networking solutions, is significantly increasing its investments in optical communication technology to support...
Monday 11 November 2024
US directive halts TSMC's sub-7nm supply to China; Samsung, SMIC may fill gap amid AI funding and capacity strain
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry...
Monday 11 November 2024
Zeiss shifts to data, integrated services with optical technology at its core
Zeiss president Andreas Pecher asked me how DIGITIMES observes Zeiss. I replied that it could gradually transition from an R&D focus to application markets, striking an appropriate...
Monday 11 November 2024
TSMC to reportedly suspend sub-7nm chip supplies to China
Chinese media reports that TSMC has formally notified its Chinese AI chip customers via email that, starting November 11 — known as Singles' Day in China — it will cease...
Monday 11 November 2024
Huawei chip controversy puts Taiwan's tech controls under scrutiny
The recent election of Donald Trump and JD Vance has raised questions about potential shifts in US technology sanctions. A critical security concern emerged when TSMC chips were discovered...
Monday 11 November 2024
Weekly news roundup: TSMC's Arizona milestone looms as global chip industry navigates political, technical crossroads
Semiconductor Week in Review (Nov 3 - 9): The semiconductor industry faces a transformative moment as TSMC readies its Arizona fab's politically-charged December opening and Intel's...
Monday 11 November 2024
China's auto sector embraces Huawei as a partner, but tensions linger
China's automotive industry is steering into an era of intelligent vehicles in 2024, propelled by advances in new energy technology. After years of hesitation, automakers are now...
Monday 11 November 2024
TSMC poised to expand advanced chips production in the US during Trump second term
Following Donald Trump's victory in the recent US presidential election, there are rising concerns about how his administration's policies might impact Taiwanese suppliers. Macronix...
Friday 8 November 2024
Japan's Denso taps Telangana for automotive innovation hub in India
The Telangana government has formed a partnership with Japanese technology firm Denso to establish the state as a premier hub for the automotive industry. This collaboration will...
Friday 8 November 2024
Wafer Works launches 12-inch semiconductor fab in Taiwan to power global AI and EV growth
Wafer Works is building a 12-inch wafer fab in Erlin, Changhua County, with a monthly capacity of 200,000 units to meet global demand. The topping-out ceremony is scheduled for December...
Friday 8 November 2024
UAlink group challenges Nvidia's NVLink with open AI standard in 1Q25
The Ultra Accelerator Link (UALink) Consortium has officially become a legal entity, establishing itself to set a new high-speed, low-latency communication standard for AI data center...