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Monday 11 November 2024
South Korean OLED TV panel shipments forecast to jump in 2024
South Korean media TheElec reports, citing Sigmaintell data, that OLED TV panel shipments are set to reach 6.48 million units in 2024, representing a 22% increase from the...
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
SK On achieves first-ever profit, powered by 4 key success factors
SK On, SK Innovation's battery manufacturing subsidiary, posted its first quarterly operating profit of KRW24 billion (approx. US$17.19 million) since becoming independent in October...
Monday 11 November 2024
ASE expands to Mexico with first North American packaging facility post-US election
ASE Holdings' North American subsidiary, ISE Labs, has announced a land acquisition in Guadalajara's Axis 2 industrial park, marking its first packaging facility expansion outside...
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
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
Taiwan notebooks, 3Q 2024
DIGITIMES Research expects global notebook shipments to suffer a sequential decline of 3.1% in the fourth quarter, while Apple will benefit from the releases of its new MacBook Pro...
Friday 8 November 2024
Taiwan's semiconductors: key AI asset poised to withstand US political shifts
The resilience of Taiwan's semiconductor industry remains unwavering, even as the US undergoes political transition. This perspective was shared by Etron Technology Chairman Nicky...
Friday 8 November 2024
Trump 2.0 could push TSMC's 2nm production to US, Taiwan official signals inevitable shift
The future of Taiwan's semiconductor strategy faces new questions following Donald Trump's election victory, particularly regarding TSMC's commitment to keeping its most advanced...
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
AI agents and workflows are the next frontier in generative AI, says Andrew Ng
Two years into the AI boom, the industry has begun searching for the next trend of the new age. DeepLearning.AI General Partner Andrew Ng suggests that while much attention in generative...
Friday 8 November 2024
TSMC exec sees broad trend of collaboration in response to Trump tariff threats
According to TSMC Senior Vice President and Deputy Co-COO Cliff Hou, Taiwan's strong partnership with the US spanning decades is expected to continue despite the upcoming administration...
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...