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NEWS TAGGED ANALYSIS
Friday 10 May 2024
GF's approach to AI: silicon photonics and power semiconductors
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would...
Thursday 9 May 2024
The secret sauce for excellent foundry yields: perseverance, EUV, and respect for supernatural forces
Since the official shipment of the extreme ultraviolet (EUV) lithography machine in 2017, ASML has sold about 200 units of EUV equipment, critical to manufacturing advanced chips.
Wednesday 8 May 2024
Will Naver's bilateral collaboration with Samsung and Intel on AI work out?
Recently, South Korean internet giant Naver confirmed partnering with Intel in the AI semiconductor sector.
Wednesday 8 May 2024
What is Apple's best option for a foldable device?
As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry...
Friday 3 May 2024
Japan takes ambitious action on advanced packaging technology to capture Chiplet and AI chip opportunities
The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly...
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...
Monday 29 April 2024
Intel faces a transition dilemma as foundry business unlikely to break even in 3 years
Intel Corp. is trying to strike a balance between design and manufacturing.
Friday 26 April 2024
Should TSMC run fabs in Arizona, Dresden, or even Kumamoto the way they do in Taiwan?
Recently a Delaware-based non-profit media Rest of World interview roused widespread attention and discussion regarding TSMC's Asian management model and hierarchy system.
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...
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...
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...
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...
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...
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...