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Thursday 27 February 2025
TSMC's 3nm and 5nm utilization rates surge in 1Q25 despite US curbs on China
Despite the US's heightened curbs on AI chips against China, TSMC's 3nm and 5nm fab utilization rates have topped 100% in the first quarter of 2025, according to industry sources.
Wednesday 26 February 2025
Global semiconductor manufacturing industry ends 2024 with strong 4Q
The global semiconductor manufacturing industry ended 2024 with strong fourth-quarter results and solid year-on-year growth across most of the key industry segments, according to...
Tuesday 25 February 2025
Flexium aims for profitability through AI server supply chain integration
Flexium, a flexible circuit board manufacturer, held an investor briefing indicating that 2024 will be a year of transformation challenges. After the operational low in the fourth...
Tuesday 25 February 2025
AI GPU orders max out TSMC’s CoWoS capacity; IC testing firms booked through 2026
More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders...
Tuesday 25 February 2025
Honor Seiki bets on aerospace, hydrogen as expansion lifts growth
Honor Seiki forecasts double-digit revenue growth by 2025, though profits will see modest gains due to expansion costs. General Manager Zheng Jun Chen said aerospace and hydrogen...
Tuesday 25 February 2025
Taiwan-Asia Semiconductor scales back expansion amid industry headwinds, eyes overseas move
Taiwan-Asia Semiconductor (TASC) is sharpening its focus on energy storage and automotive applications, with subsidiaries Champ-Asia Semiconductor and ProAsia Semiconductor ramping...
Monday 24 February 2025
Siemens Energy flags supply chain constraints among Taiwan's energy transition
Siemens Energy is grappling with supply chain bottlenecks for critical components as Taiwan pushes forward with its ambitious energy transition plans, according to Richard Li, Managing...
Friday 21 February 2025
Rayzher hits record 4Q24 revenue with 68% growth; eyes wafer fab expansion demand in 2025
Rayzher posted consolidated revenue of NT$633 million (approx. US$19.34 million) in the fourth quarter of 2024, marking a 68.24% year-over-year increase and a new quarterly record.
Friday 21 February 2025
LMFP battery maker HCM grows overseas presence
Lithium manganese iron phosphate (LMFP) battery manufacturer HCM stated that the company's LMFP materials have successfully entered the US battery supply chain, noting that its customers...
Thursday 20 February 2025
Xintec expands investment to boost testing capacity, reshapes strategy for growth
Surging demand for artificial intelligence (AI) is pushing TSMC to expand its advanced packaging capacity. As a key testing partner, Xintec—a TSMC-affiliated outsourced semiconductor...
Thursday 20 February 2025
Murata prepares for future expansion with test production in India
Japanese iPhone component maker Murata Manufacturing (Murata) has begun test production in India to address growing domestic demand, with plans to gradually expand its manufacturing...
Thursday 20 February 2025
DeepSeek R1 sparks surge in China's Nvidia H GPU demand
The Chinese computing power market has experienced significant growth following the debut of DeepSeek R1. According to market sources, the end of the Lunar New Year holidays has increased...
Thursday 20 February 2025
SMIC expands Beijing fab as capital spending holds steady in 2025
SMIC is advancing the second phase of its Beijing wafer fab, set to break ground in early 2025. The project, expected to be the city's largest logic IC foundry, comes with a total...
Tuesday 18 February 2025
'Giant screen storm' hits TV market, bringing end to panel production cuts
A 'giant screen storm' is currently underway as a result of the market's surge in ultra-large TVs, which will greatly contribute to the reduction in production capacity. If this trend...
Tuesday 18 February 2025
Commentary: Intel's 18A advantage undermines the case for a TSMC takeover
Pat Gelsinger's exit as Intel's chief executive has laid bare a fundamental clash between his vision and that of the board. Gelsinger pushed to ramp up capital spending, expand advanced...