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Wednesday 5 February 2025
TSMC launches 5-year CoWoS expansion; bolsters Nvidia's AI dominance amid DeepSeek challenge
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor industry suggest that TSMC's expansion strategy for advanced...
Tuesday 4 February 2025
Samsung chairman's legal victory sparks speculation on upcoming meeting with Nvidia's Jensen Huang
Jae-Yong Lee, chairman of Samsung Electronics, has been acquitted in the second trial concerning an improper merger case, marking the resolution of years of legal uncertainty. With...
Tuesday 4 February 2025
Samsung DS faces challenges, with hope to recover in 2Q25
Samsung Electronics' Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Tuesday 4 February 2025
Where do Nvidia and TSMC fit in Trump's 'Made in America' vision?
Nvidia CEO Jensen Huang, who was notably absent from Donald Trump's inauguration, visited the White House on January 31, 2025, for a meeting with the US president. According to The...
Tuesday 4 February 2025
DIGITIMES exclusive: Samsung Taiwan confirms participation in Computex; first time in 13 years
With the advent of the artificial intelligence (AI) era, Taiwan's industrial ecosystem has become increasingly significant. Samsung Electronics (Samsung), which previously prioritized...
Tuesday 4 February 2025
NXP records sales slump amid industrial downturn
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
Tuesday 4 February 2025
Trump tariffs induce volatility in precious metal prices, potentially hurting packaging houses
US President Donald Trump's new policies have reignited the global trade war, leading to significant fluctuations in international precious metal prices, with gold reaching an all-time...
Tuesday 4 February 2025
If Taiwan can't offset Trump's policies, trade and investment may slow
Amid US President Donald Trump's new wave of protectionist policies, Taiwan must reexamine how to deepen its mutually beneficial trade partnership with the US.
Tuesday 4 February 2025
Taiwan firms brace for Trump tariffs
US President Donald Trump's latest tariff strategy comes as a major blow to manufacturers who have already invested in acquiring land for factory construction in Mexico. Given that...
Tuesday 4 February 2025
TSMC on track to expand 2nm, advanced packaging fab capacities
Despite the US's new tariff policy and other macroeconomic circumstances, TSMC is on track to boost its 2nm and advanced packaging fab capabilities in 2025, according to industry...
Tuesday 4 February 2025
AMD instinct MI400 spotted in patches: up to 8 XCDs on dual interposer dies with new Multimedia I/O Die
According to a February 2 report from VideoCardz, AMD is preparing to launch its next-generation Instinct MI400 AI accelerator with a revolutionary architecture. The design...
Monday 3 February 2025
Key memory chip prices revert to 4Q23 levels
The memory market underwent a phase of rest and consolidation just prior to the Lunar New Year holiday. DDR5 has experienced modest price increases in recent months, while other products,...
Monday 3 February 2025
Tariffs 2.0 hits tech: TSMC fast-tracks US expansion amid AI shakeup
The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions,...
Monday 3 February 2025
Samsung to launch enhanced HBM3E in 1Q25, doubles supply target
Samsung Electronics (Samsung) plans to release an enhanced version of HBM3E as it works to close the gap with SK Hynix in HBM supply and DRAM development. The company aims to double...