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Thursday 25 July 2024
TSMC to break ground for German fab at year-end 2024, sources say
TSMC is expected to break ground on its new wafer fab in Germany around the end of 2024, with volume production to begin by the end of 2027, according to sources at semiconductor...
Wednesday 24 July 2024
Inspur refutes Nvidia B20 collaboration reports amid H20 export restriction warnings by analysts
Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture...
Wednesday 24 July 2024
TI results offer hope amid 300mm capacity expansion for enhanced resilience
Texas Instruments (TI) provided financial guidance that is slightly lower than expectations. The company's capital expenditure (Capex) plan is progressing smoothly, indicating significant...
Tuesday 23 July 2024
NAND memory bit shipment growth in 2H24 to be boosted by iPhone 16 demand
NAND Flash memory suppliers are gearing up for robust demand driven by AI smartphones in the third quarter. Some sources suggest that production lines may already be experiencing...
Tuesday 23 July 2024
TSMC stands firm amid high costs and Trump's criticism, global chip mass production on target
Despite high costs and labor shortages, TSMC has adhered to its international plans to build wafer fabrication plants in Japan, the United States, and Germany.
Tuesday 23 July 2024
Taiwan's tech industry braces for continued US-China tensions amid looming US election
Taiwan's ICT supply chain believes that regardless of the outcome of the upcoming US presidential election, trade tensions between the US and China will not improve.
Monday 22 July 2024
ASML orders increase 24% in 2Q24, highlighting TSMC's N2 development
According to a Bloomberg analysis, ASML's orders grew by 23.7% in the second quarter of 2024, indicating smooth progress in TSMC's N2 process development, which may accelerate capacity...
Friday 19 July 2024
Micron sampling MRDIMMs for AI and HPC
Micron Technology has disclosed that it is currently conducting sampling of its Multiplexed Rank Dual Inline Memory Modules (MRDIMM) for memory-intensive applications, including AI...
Friday 19 July 2024
Rising chip competition worries mobile phone makers
Mobile phone manufacturers are concerned about the increasing competition among chip vendors for advanced process capacity, despite the more optimistic demand forecasts.
Thursday 18 July 2024
Chinese PV companies flock to Middle East with new projects
Chinese firms in the solar power industry are accelerating their expansions into the Middle East, establishing an ecosystem covering both upstream and downstream sectors.
Thursday 18 July 2024
TSMC sees 3nm chip output exceed 100,000 wafers monthly
The monthly output of 3nm chips at TSMC will climb to 125,000 wafers in the second half of this year, up from 100,000 units currently, according to industry sources. The output ramp-up...
Wednesday 17 July 2024
HBM4 poised to revolutionize memory performance in HPC applications
The next generation of memory technology for High-Performance Computing (HPC) is on the horizon with the upcoming finalization of the HBM4 (High-Bandwidth Memory) specifications by...
Wednesday 17 July 2024
Hanwha Energy builds green AI data center in Texas, eyes US$7.5 billion tech revenue
Hanwha Energy, a subsidiary of Hanwha Group, is seizing the AI boom by venturing into the US AI data center market, leveraging eco-friendly energy to gain a foothold.
Wednesday 17 July 2024
PSMC stays in the red, anticipates rebound in 3Q24
Pure-play foundry Powerchip Semiconductor Manufacturing (PSMC) stayed unprofitable in the first half of 2024 but anticipates a gradual revenue rebound in the third quarter.
Wednesday 17 July 2024
Tight supply of UQDs becomes bottleneck for AI server liquid cooling
The supply of Universal Quick Disconnects (UQD) for liquid cooling solutions has become tight, which may become the main bottleneck for AI server liquid cooling growth, according...