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Tuesday 21 January 2025
Poland is now under US sanctions, cut off from advanced tech
Poland's aspirations to become a European AI leader have hit a significant roadblock following new US export controls on advanced technology. According to the Polish Press Agency...
Tuesday 21 January 2025
Taiwan memory makers struggle to boost profitability as process upgrade race intensifies
The memory industry experienced fluctuations in its performance in 2024. In the first half of 2024, the three largest international DRAM manufacturers were able to convert losses...
Tuesday 21 January 2025
French AI firms warn Europe to reduce reliance on the US
Europe has developed its response to the Biden administration's new strategy aimed at restricting China's access to artificial intelligence (AI) chips.
Tuesday 21 January 2025
China's economic and competitive landscape hinders recovery of Taiwan's MCU Industry
Despite the Chinese government's series of measures to revitalize the economy, the overall effect has been inadequate. Domestic Chinese MCU producers also present a stiff challenge...
Tuesday 21 January 2025
Southern Taiwan earthquake: TSMC operations unaffected, impact assessment ongoing
At 12:17 a.m. on January 21, a 6.4-magnitude earthquake struck Dapu Township in Chiayi County, Taiwan, with a peak intensity of level 6 (lower). The tremor also reached intensity...
Tuesday 21 January 2025
Understanding the AI diffusion rule left by Biden: Nvidia's pushback and European concerns
Jensen Huang, the CEO of Nvidia, conducted a whirlwind visit to Taiwan last week. Departing from its previous low-profile stance, Nvidia has taken a bold approach this time, criticizing...
Tuesday 21 January 2025
Southern Taiwan Earthquake Disrupts Semiconductor Production: Half-Day Output Loss Expected
In the early hours of January 21, a powerful 6.4-magnitude earthquake hit Chiayi, Taiwan, forcing leading semiconductor manufacturers—TSMC, UMC, and Innolux—to implement...
Tuesday 21 January 2025
Nvidia, MediaTek unite to advance AI PCs; major launch expected in September 2025
Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims...
Tuesday 21 January 2025
China countermeasures target US mature process chips, TI underfire
In response to US sanctions and subsidies benefiting American chipmakers, China has announced countermeasures targeting the industry. Among the few American companies dominating this...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Tuesday 21 January 2025
Socionext eyes 2nm chip development, weighs Rapidus as TSMC alternative
Socionext, a Japanese IC design house, is advancing plans to develop semiconductor products utilizing 2nm process technology in North America. While the company considers Rapidus,...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Monday 20 January 2025
Rohm Semiconductor to replace president amid first projected loss since 2012
Rohm Semiconductor, a leading Japanese electronics company, is poised to incur a consolidated net loss of JPY6 billion (US$39 million) for fiscal year 2024 (April 2024 - March 2025),...