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Friday 14 February 2025
ASE forecasts packaging market growth despite sluggish 1Q25
OSAT ASE Technology Holding (ASE) reported its advanced packaging sales exceeded US$600 million in 2024 and projects reaching nearly US$1 billion in 2025. However, citing seasonal...
Friday 14 February 2025
Macronix plans inventory reduction, targets 3D NOR contribution by 2026
Macronix International, a Taiwan-based manufacturer of mask ROM and flash memory, is strengthening its competitive product portfolio while anticipating its in-house developed 3D NOR...
Friday 14 February 2025
Force Mos wins US patent case against Asus, seeks injunction
MOSFET provider Force Mos Technology has secured a legal victory in a patent infringement lawsuit against Asus, with the US District Court for the Eastern District of Texas ruling...
Friday 14 February 2025
PixArt leans on gaming mice, consoles for solid 1Q25 performance
PixArt Imaging reported strong financial results for the fourth quarter of 2024, primarily fueled by robust mouse product sales. Despite an anticipated slight dip in gaming mouse...
Friday 14 February 2025
Arm's rumored chip design push raises questions over its neutral industry role
UK-based semiconductor IP giant Arm is reportedly expanding its efforts in chip design, with plans to release its first self-developed processor as early as summer 2025. Reports indicate...
Friday 14 February 2025
DeepSeek reportedly exploring in-house chip development
Chinese AI company DeepSeek has initiated a major recruitment drive for semiconductor design talent, signaling potential plans to develop its proprietary processors, according to...
Friday 14 February 2025
IC design firms navigate price cuts and capacity expansion amid uncertain market demand in 2025
Due to the continuous expansion of China's mature process capacity and the ongoing requests from downstream customers for price reductions, the industry is very curious about the...
Friday 14 February 2025
AUO to sell more assets to Micron; Singapore facility seeking buyer
AUO has agreed to sell the Taichung facilities of its subsidiary, AUO Crystal, to Micron Technology. This is the second time the panel maker has sold assets to the memory vendor.
Friday 14 February 2025
Mature-node semiconductor oversupply hits SMIC and Hua Hong, weighs upon Taiwanese foundries
Chinese foundries' aggressive expansion into mature nodes has created an oversupply situation, leading to significant price cuts that are now affecting the broader semiconductor manufacturing...
Friday 14 February 2025
Meta in talks to acquire FuriosaAI as in-house AI chip competition intensifies
Meta is reportedly in talks to acquire South Korea-based startup FuriosaAI, as major tech companies are increasingly developing and advancing their own AI chips to reduce reliance...
Friday 14 February 2025
Lam Research faces scrutiny as US government probes China sales of chip equipment makers
The US is investigating the sales practices of the world's five largest semiconductor equipment makers over national security concerns, with Lam Research failing to disclose details...
Friday 14 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 6): disruptive forces reshape industry paradigm
As Sun Tzu wrote in The Art of War, "Shape it, and the enemy will follow." This ancient wisdom resonates in today's semiconductor industry, where forcing your opponent to play by...
Friday 14 February 2025
Why four Taiwanese graphics card manufacturers are securing coveted roles in Nvidia's AI revolution
The consumer electronics industry anticipates a gradual recovery in 2024, with supply chain improvements remaining modest—except for companies positioned to capitalize on the...
Friday 14 February 2025
SMIC earnings signal potential price war in mature-node chip market
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...
Friday 14 February 2025
China curb impact hits Applied Materials' revenue, but company bets on long‑term ICAPS growth in China
On February 13, Applied Materials released its latest financial results for the first quarter of fiscal 2025 (November 2024 to October 2025), with net sales reaching US$7.17 billion,...