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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 12 February 2025
MCU market shows signs of revival as Holtek predicts strong 1Q25
Holtek Semiconductor expects robust performance in the first quarter of 2025, driven by broad increases in microcontroller (MCU) demand and the company's expanded target markets.
Wednesday 12 February 2025
PMIC supplier GMT pessimistic about market prospects
Global Mixed-mode Technology (GMT), a supplier of power management ICs (PMIC), has maintained its generally cautious view for 2025, as well as its assessment of demand for AI PCs.
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
TSMC approves US$17.1B capital appropriation to boost advanced technology, packaging, and fab upgrades
Taiwan Semiconductor Manufacturing Company (TSMC) has released its financial and strategic plans for the coming year as its board approved its 2024 Business Report and Financial St...
Wednesday 12 February 2025
Taiwan and Kyushu strengthen semiconductor ties with new trade center and initiatives
Taiwan's Minister of Economic Affairs J.W. Kuo held discussions with a Kyushu Regional Strategic Council delegation during their visit to Taiwan on February 11, 2025.
Wednesday 12 February 2025
MediaTek, Realtek see 2025 network chip boom as Wi-Fi 7 gains traction
MediaTek and Realtek, two of Taiwan's top IC design firms, are bullish on network chips, citing strong momentum heading into 2025. Even in the first quarter, advance orders are emerging...
Wednesday 12 February 2025
SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip market
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Wednesday 12 February 2025
Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
Wednesday 12 February 2025
Trump's first-term SiC squeeze catalyze China's industry growth
US President Donald Trump's first-term restrictions on silicon carbide (SiC), intended to limit China's access to the crucial third-generation semiconductor material under national...
Wednesday 12 February 2025
Microip's January revenue surges 489% monthly as CES success fuels 'designless' strategy expansion
Microip, a company focused on application-specific integrated circuit (ASIC) design services and AI software design services, announced its revenue for January 2025 reached NT$14.51...
Wednesday 12 February 2025
SMIC faces profit decline amid rising competition and low returns from high-end chip manufacturing
Despite a surge in sales, SMIC is still facing a decline in profit due to increasing competition from other Chinese foundries. Additionally, the company remains committed to supporting...
Wednesday 12 February 2025
CXMT's DRAM rise: a déjà vu from South Korea's past disruption of Japanese dominance
China's ChangXin Memory Technologies (CXMT) is emerging as a formidable player in the global DRAM market, potentially challenging Samsung Electronics and SK Hynix's market dominance...
Wednesday 12 February 2025
CWE enjoys robust demand for advanced packaging with order visibility until 2026
Chang Wah Electromaterials (CWE), a leading Taiwan-based semiconductor materials distributor, is witnessing a buoyant period driven by strong demand for advanced packaging. This demand...
Wednesday 12 February 2025
SK Hynix, Samsung see exports of multi-chip packages fall in January 2025
South Korean memory maker SK Hynix saw its exports of multi-chip packages (MCP) fall by nearly 30% sequentially in January 2025. At the same time, some analysts believe that after...
Wednesday 12 February 2025
Lam Research to invest US$1.14 billion in India's Karnataka
US-based Lam Research signed an MoU with Karnataka's state government to invest INR100 billion (US$1.14 billion) in India's growing semiconductor manufacturing sector, as the country...