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Friday 3 May 2024
China's chip self-sufficiency dream a 21st Century Great Leap Forward? How much longer can it subsidize?
Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries and realize the dream of building a self-sufficient semiconductor supply chain?
LATEST STORIES
Thursday 2 May 2024
Meredot enables simultaneous wireless charging for diverse micromobility vehicles, robots
How will people live 30 years from now? From the perspective of startup Meredot, wireless charging will become part of our daily lives.
Thursday 25 April 2024
China's domestic EDA market share doubled, thanks to support from 3,451 local IC design firms
As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing to deepen, China's local Electronic Design Automation (EDA) software products have made considerable progress in recent years and accelerated their development to bridge the 15 years gap with their American and European rivals.
Thursday 25 April 2024
China feeds on lucrative semiconductor business created by US
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.
Thursday 25 April 2024
Taiwan's 'semiconductor diplomacy' under scrutiny amid new challenges
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.
Wednesday 24 April 2024
Is the US semiconductor talent pool ready for investments from Samsung and SK Hynix?
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.
Tuesday 23 April 2024
Falling EUV equipment orders suggest China and Intel drive ASML's performance
ASML, a Dutch equipment firm with a stranglehold on lithography equipment and a monopoly on high-end extreme ultraviolet (EUV) exposure machines, has become accustomed to having tens of billions of euros in backlog orders. First, due to its limited output growth; second, as long as new wafer fabs are built, purchase from ASML will be required.
Tuesday 23 April 2024
What did Tim Cook's SEA visit tell us?
Apple CEO Tim Cook recently concluded his most extensive Southeast Asia (SEA) tour in years, visiting Vietnam, Indonesia, and Singapore from April 15-19.
Monday 22 April 2024
Will Taiwan's government approve TSMC's plan to produce 2nm chips in America?
Upon TSMC Arizona's signing of a Preliminary Memorandum of Terms (PMT) with the Biden Administration, the decision to manufacture 2nm chips in its third fab and part of the second fab capacities in Arizona has many people questioning the plan.
Thursday 18 April 2024
Consumer electronics market remains mired in downturn as inflation persists
The consumer electronics market has remained sluggish since 2023, with no evident signs of recovery even after the first quarter of 2024, whether for smartphones, notebooks, or consumer networking devices. Market observers attribute this prolonged downturn to persistently high inflation rates in Europe and the US.
Thursday 18 April 2024
US to become 2nm GAA process battleground for Intel, Samsung, and TSMC
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.
Wednesday 17 April 2024
Samsung at crossroads, seeking ties with Taiwanese peers?
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.
Tuesday 16 April 2024
China's two ways of building AI GPU ecosystems to compete with Nvidia
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.
Monday 15 April 2024
Veolia offers solutions to meet semiconductor industry's needs for sustainability
As many countries are building up their semiconductor supply chains, Veolia Water Technologies, a global leader specializing in water treatment technologies and services, is seeing opportunities in the industry's need for water and energy efficiency while required to meet individual companies' carbon-neutral targets.
Friday 12 April 2024
Samsung faces first large-scale strike in history amid intensifying global competition
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.
Thursday 11 April 2024
Research Insight: TSMC's investment in US will bear fruits
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.