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Thursday 16 January 2025
MediaTek and Himax to challenge US giants with SiPh solutions
Silicon photonics (SiPh) has garnered significant business interest as a technology solution for high-speed data transfer in the era of AI. Currently, leading US chip manufacturers...
Thursday 16 January 2025
Passive component materials firm Ample Electronic sees strong 1Q25
Passive component materials supplier Ample Electronic Technology anticipates an exceptionally strong first quarter of 2025, driven by improved order visibility compared to previous...
Thursday 16 January 2025
Nvidia hit by US AI rules; is ASIC next big winner?
The Biden administration has introduced new AI computing power regulations as it prepares to leave office. This move is perceived by many as a form of "total control" over global...
Thursday 16 January 2025
Nvidia's visit to SPIL highlights its emphasis on advanced packaging
Nvidia CEO Jensen Huang's visit to Siliconware Precision Industries (SPIL) on his current trip to Taiwan has garnered market attention to the company's emphasis on advanced packagi...
Thursday 16 January 2025
Semiconductor capacity surge spurs global expansion for material supply chains
Advanced packaging demands are driving consistent growth in semiconductor material demand, with distributors reporting strong contributions from the sector. Demand for high-end materials...
Thursday 16 January 2025
Trump's denial and silence: considering national economic emergency declaration
With a few days remaining until Donald Trump's inauguration as the 47th President of the United States, attention is turning to the likelihood of him imposing broad tariffs on countries...
Thursday 16 January 2025
Dutch align with US export controls on some ASML chip tools
The Netherlands tightened export control rules to make ASML Holding NV apply for licenses with the Dutch government instead of Washington for some of its tools.
Thursday 16 January 2025
TSMC drives record investment into US, Japan in China decoupling
Taiwan's companies invested a record amount of money in the US and Japan last year while the figure for China stagnated — highlighting supply-chain shifts resulting from worsening...
Thursday 16 January 2025
US tightens chip export regulations to prevent advanced semiconductor sales to China, impacting TSMC
The US has introduced new regulations to prevent advanced chips from reaching China. This move aims to tighten restrictions on its geopolitical rival, urging chip manufacturers like...
Thursday 16 January 2025
China's photoresist sector vies for breakthroughs and accelerates localization
China's semiconductor industry has accelerated the localization of photoresists, a crucial manufacturing material, supported by government initiatives, technological advancements,...
Thursday 16 January 2025
Samsung targets Chinese foundry market as TSMC pulls back
With TSMC maintaining caution toward Chinese AI chip clients amid US-China tensions, industry observers suggest Chinese companies may partner with Samsung, which currently faces low...
Thursday 16 January 2025
AMEC 2024: revenue soars 44%, R&D investment jumps 94%, new fab production expected by 2027
On January 14, Advanced Micro-Fabrication Equipment (AMEC) projected 2024 revenue of CNY9.065 billion (US$1.237 billion), reflecting a 44.73% increase compared to the previous year...
Wednesday 15 January 2025
Industrial memory gradually recovers in 2H24, with varying performances from Transcend and Innodisk
The demand for industrial memory modules has gradually recovered in the second half of 2024. However, revenue performance in December varied significantly among companies.
Wednesday 15 January 2025
US-China export controls: why Beijing’s long-term leverage is waning
The US-China trade war has evolved into a high-stakes contest over technology and economic supremacy, with export controls emerging as one of Washington's most potent tools. However,...
Wednesday 15 January 2025
Panram eyes automotive growth, seeks partnerships to offset DDR4 revenue decline
In the fourth quarter of 2022, Kingston Technology's divestment from Panram International and subsequent board departure triggered market concerns, prompting Panram to initiate significant...