Samsung Electronics and SK Hynix are accelerating their investment pace in the US, and are collaborating with universities near factory sites to ensure a steady supply of semiconductor talent.
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging behind the US in semiconductor technologies.
The Taiwan Chip-driven Industrial Innovation Program (TCIIP) has taken a significant step by establishing an office in Prague, Czech Republic, focusing on nurturing chip design talent and attracting IC startups.
The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With more than half of the direct subsidies in their coffers, they are mandated to introduce cutting-edge 2-nm production lines on American soil.
Samsung Electronics reported profits of US$4.89 billion for the first quarter of 2024. The semiconductor division successfully ended a streak of losses spanning four consecutive quarters. In the quarter, the Device Solutions (DS) division, primarily dedicated to semiconductors, had a profit of approximately US$1.6 billion.
Under the fast-changing technology trend, no matter which way China's AI industry chooses to build its ecosystem or stay compatible with CUDA, the elimination and consolidation processes will ultimately be driven by the choice of the market and customers. The Chinese market is simply too big to ignore.
Samsung Electronics is caught in the history of the first collective strike crisis in South Korea amidst intensifying global semiconductor competition. Samsung's five labor unions, should they eventually choose to go on strike, will become Samsung's first largest collective action in the 55 years since its founding.
DIGITIMES Research analyzed the US CHIPS Act grant program for TSMC and found that although TSMC received US$6.6 billion compared to Intel's US$8.5 billion, the US government still provided beneficial conditions to TSMC.
A recent report from the Wall Street Journal (WSJ) has emerged, indicating Baidu is poised to provide AI capabilities for Apple's next-generation iPhone 16.
After the 7.4 magnitude earthquake hit northeastern Taiwan, TSMC's speedy recovery to resume operation on the late evening of April 5 demonstrated the resilience and flexibility of semiconductor supply chains in Asia.
The output value of Taiwan's PCB industry is anticipated to be propelled by emerging market applications, such as AI servers, EVs, and satellite communications this year.
Apple has recently found itself in an antitrust predicament, as the US Department of Justice (DOJ), alongside 15 state courts and D.C., filed a joint lawsuit against Apple.
