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Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote...
Thursday 30 January 2025
Taiwan's mature chip makers need their own major league
Recent US Section 301 tariffs targeting China's semiconductor industry have spotlighted the mature process segment. While the definition of mature processes remains somewhat fluid,...
Wednesday 29 January 2025
DeepSeek's AI Ambitions: Liang Wenfeng Reflects on China's Tech Rise
In the context of fierce global competition in artificial intelligence (AI), DeepSeek has emerged as a significant player, stirring excitement in Silicon Valley.
Wednesday 29 January 2025
2D FET gaining attention for overcoming challenges in logic chip miniaturization
During the keynote speech at the IEEE International Electron Devices Meeting (IEDM) held at the end of 2024, 2D Field Effect Transistors (2D FET) and carbon nanotubes were mentioned...
Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025...
Friday 24 January 2025
China's market uncertainty makes Japanese toolmakers bet on AI
Amid uncertainties in the Chinese market and reduced spending by automotive chip and power semiconductor manufacturers, Japanese semiconductor equipment makers have revised their...
Friday 24 January 2025
Samsung on high alert as CXMT reportedly adopts 1z Process for DDR5 mass production
China's Changxin Memory Technologies (CXMT) has reportedly adopted the 1z process for its 10nm-class DDR5 production, prompting heightened concern at Samsung Electronics, which is...
Friday 24 January 2025
China pledges greater market access, warns against trade war consequences
During the World Economic Forum in Davos, Switzerland, China's Vice Premier Xuexiang Ding stated that there are "no winners" in a trade war while acknowledging the numerous difficulties...
Friday 24 January 2025
Screen to boost semiconductor equipment production capacity by 20% to meet AI demand
Japanese semiconductor cleaning equipment manufacturer Screen plans to increase its semiconductor manufacturing equipment production capacity to 120% of the 2023 level by fiscal year...
Friday 24 January 2025
From graphene to next-gen materials, the upcoming 2D FET
Since the discovery of graphene in 2004, research over the past two decades has advanced the use of 2D materials in semiconductor manufacturing, with academia playing a crucial role...
Friday 24 January 2025
China wafer foundry industry revenues rise 16% in 2024 and to pick up further in 2025, says DIGITIMES Research
China's wafer foundry industry will generate US$13.22 billion in revenue in 2024, representing a 16% year-on-year growth, slightly exceeding the global growth rate of 14%. The revenue...
Friday 24 January 2025
Trump policies drive supply chain shift to Arizona
As TSMC's Arizona semiconductor fab prepares to begin mass production, the local semiconductor supply chain continues to strengthen. Industry experts suggest that if Trump promotes...
Friday 24 January 2025
Samsung's 2024 HBM shipments likely to miss targets amid ongoing challenges
As Samsung Electronics gears up to release its fourth-quarter 2024 financial results, industry observers are closely monitoring the company's progress in meeting its high bandwidth...
Friday 24 January 2025
South Korea's system semiconductor market share set to drop to 1.6%—what's next?
The global IC design market is expanding rapidly, driven by the growth of AI. However, South Korea's system semiconductor sector, which currently holds a modest 2% market share, faces...
Friday 24 January 2025
Chinese chipmaker GigaDevice sees 5-fold profit hike in 2024
GigaDevice, a Chinese manufacturer of NOR flash memory and MCUs, recently disclosed its performance forecast for 2024. The company projects a net profit jump of over fivefold.