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Tuesday 21 January 2025
Understanding the AI diffusion rule left by Biden: Nvidia's pushback and European concerns
Jensen Huang, the CEO of Nvidia, conducted a whirlwind visit to Taiwan last week. Departing from its previous low-profile stance, Nvidia has taken a bold approach this time, criticizing...
Tuesday 21 January 2025
Southern Taiwan Earthquake Disrupts Semiconductor Production: Half-Day Output Loss Expected
In the early hours of January 21, a powerful 6.4-magnitude earthquake hit Chiayi, Taiwan, forcing leading semiconductor manufacturers—TSMC, UMC, and Innolux—to implement...
Tuesday 21 January 2025
IPC firms upbeat about 2025 after weathering industry slowdown
Unfavorable winds in the general economy led to an overall downturn among industrial PC (IPC) manufacturers in 2024, with even traditional powerhouses like Advantech seeing a 7.43%...
Tuesday 21 January 2025
Socionext eyes 2nm chip development, weighs Rapidus as TSMC alternative
Socionext, a Japanese IC design house, is advancing plans to develop semiconductor products utilizing 2nm process technology in North America. While the company considers Rapidus,...
Tuesday 21 January 2025
LG targets 45% B2B revenue by 2030 through AI-driven expansion
LG Electronics has embarked on a strategic transformation in 2024, shifting its focus toward non-hardware businesses and B2B operations. The company has enhanced investments in automotive...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Monday 20 January 2025
Rohm Semiconductor to replace president amid first projected loss since 2012
Rohm Semiconductor, a leading Japanese electronics company, is poised to incur a consolidated net loss of JPY6 billion (US$39 million) for fiscal year 2024 (April 2024 - March 2025),...
Monday 20 January 2025
Taiwan's aerospace supply chain sees bright future amid US market opportunities
Upon Donald Trump's return to the presidency, Taiwan's overseas expansion strategies are attracting significant attention. Jyh-Huei Kuo, Taiwan's Minister of Economic Affairs (MOEA),...
Monday 20 January 2025
GlobalFoundries to invest US$575 million in advanced packaging center in the US
GlobalFoundries has unveiled plans to invest US$575 million in a cutting-edge advanced packaging and photonics center at its Malta, New York, facility. This ambitious project is designed...
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
China's 'Starlink' ambitions face multiple challenges in LEO satellite race
Qianfan Constellation, often referred to as China's version of Starlink, has announced its plans to deploy 13,904 low-Earth orbit (LEO) satellites by 2030. The project, while ambitious,...
Monday 20 January 2025
Nextin expands the 3D NAND testing equipment market
Recently, South Korean testing equipment provider Nextin is reportedly in discussions to supply testing equipment to Japanese NAND Flash manufacturer Kioxia. If the negotiations work...
Monday 20 January 2025
Taiwan strengthens undersea cable security amid rising threats
According to the International Telecommunication Union (ITU), undersea cables carry more than 90% of global internet data traffic and face more than 150 cable breaks annually worldwide,...