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Tuesday 31 December 2024
2024 review: AI boom and geopolitics disrupt the global semiconductor industry
The semiconductor industry witnessed unprecedented transformations in 2024, marked by strategic acquisitions, technological breakthroughs, and geopolitical tensions. As artificial...
Tuesday 31 December 2024
2024 review: China chip and auto sector reshaped by self-sufficiency efforts and US sanctions
The year 2024 saw intensifying US-China tech tensions amid sweeping US sanctions and China's economic challenges, including weak demand, declining foreign investment, and widespread...
Monday 30 December 2024
MediaTek shines amid Taiwan's IC design stagnation as 2025 signals a potential shift
2024 revenue trends for IC design firms indicate modest growth among most Taiwanese companies, with MediaTek emerging as a standout performer. As full-year figures remain pending,...
Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
CanSemi begins production, boosts analog IC output by 40,000 wafers monthly
Guangzhou-based CanSemi Technology has launched production for its third-phase project, representing a CNY16.25 billion (approx. US$2.23 billion) investment. The new facility adds...
Monday 30 December 2024
China's domestic CPU makers ascend to prominence: Phytium surpasses 10 million shipments
China's domestic CPU industry is experiencing rapid growth amidst intensifying US-China technological competition. At the forefront, Phytium announced that it has shipped over 10...
Monday 30 December 2024
AI GPU demand drives significant increase in KYEC's capital expenditure
The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia's latest Blackwell AI GPUs. However, as the manufacturing processes...
Monday 30 December 2024
Upcoming TSMC investor meeting to discuss company prospects, new US tariff policies
The quarterly investors conference of TSMC is scheduled for January 16, 2025. Along with the future economic outlook, the upcoming inauguration of US President-elect Donald Trump...
Monday 30 December 2024
South Korea fast-tracks Yongin semiconductor complex development, aiming to be world's largest chip hub
South Korea has expedited the approval of the Yongin Semiconductor National Industrial Complex. The strategic project aims to bolster the nation's semiconductor industry amid global...
Monday 30 December 2024
India roundup: SEMI plans Indian Semiconductor Academy to power country's chip dreams
India's semiconductor ambitions are gaining momentum with initiatives like SEMI's planned Semiconductor Academy and Mindgrove Technologies' US$8M RISC-V funding. Marvell and Synaptics...
Friday 27 December 2024
TSMC begins mass production at Kumamoto fab amid uncertainty over 3rd fab expansion
TSMC's first wafer fab in Kumamoto, Japan, operated by its subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has officially begun mass production, marking a significant...
Friday 27 December 2024
Broadcom CEO on AI investment frenzy: million-chip clusters on the horizon
Broadcom has reached a historic milestone, surpassing a US$1 trillion market valuation amid the rapid growth of the artificial intelligence (AI) market. CEO Hock Tan expressed confidence...
Friday 27 December 2024
Masayoshi Son's next great hope is taking Nvidia's AI crown
When Masayoshi Son made a surprise appearance at Mar-a-Lago alongside Donald Trump last week, the founder of Japan's SoftBank Group vowed to invest a stunning US$100 billion in the...
Friday 27 December 2024
Traditional Chinese firms foray into semiconductors
China has seen some eyebrow-raising investments in its semiconductor industry by traditional firms amid tightening US trade sanctions.