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Monday 25 November 2024
JDI shifts from China OLED plans post-Trump win, eyes glass substrate business
Japan Display Inc. (JDI) anticipates its eleventh consecutive year of net losses and plans to pivot from displays to growth sectors such as semiconductor packaging substrates and...
Monday 25 November 2024
Qualcomm aims to triple non-mobile revenue by fiscal 2029
At its 2024 Investor Day, Qualcomm unveiled its latest five-year outlook, highlighting growth expectations for automotive and PC sectors as part of its non-mobile market expansion...
Monday 25 November 2024
Samsung's HBM3E availability remains uncertain for Nvidia's Blackwell
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution...
Friday 22 November 2024
Taiwan ready for 2nm chips in 2025, US must wait until 2028, says economic minister
Recent concerns have emerged about semiconductor technology transfer following Trump's victory in the 2024 presidential election, particularly given his previous statements about...
Friday 22 November 2024
Japan plans to allocate JPY10 trillion to support seven-year initiative in semiconductors, AI
The Japanese government is preparing to provide over JPY10 trillion (approx. US$65 billion) in support for the semiconductor and AI industries by the fiscal year 2030 (April 2030...
Friday 22 November 2024
Inside TSMC IV: Reshaping the business development model for growth
"Deciding what not to do is as important as deciding what to do." —Steve Jobs
Friday 22 November 2024
Inside TSMC III: Restoring investor confidence through strategic PR
"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." —Warren Buffett.
Friday 22 November 2024
ESMT struggles with inventory backlogs, projects weak early 2025 market
Elite Semiconductor Microelectronics Technology Inc. (ESMT) expected a rebound in the memory market in the second half of 2024, driving an increase in wafer production. However, demand...
Friday 22 November 2024
IC design firms bullish on 2025, but 1Q25 outlook remains uncertain
A consensus has emerged among IC design companies during recent earnings calls, with all players expressing positive evaluations for their 2025 outlook. Growth momentum is widely...
Friday 22 November 2024
Taiwan evaluates potential impact of Trump's proposed China trade status revocation
President-elect Donald Trump has announced his plan to name Howard Lutnick, a prominent China critic, as Secretary of Commerce. Lutnick will oversee the management of US tariffs and...
Friday 22 November 2024
JSR sets up EUV photoresist plant in South Korea to meet semiconductor demand
Japanese photoresist leader JSR is building a production base in South Korea to manufacture metal-oxide resists (MOR), a critical material for extreme ultraviolet (EUV) lithography...
Friday 22 November 2024
MediaTek aims to lead India's premium smartphone segment
MediaTek is intensifying its efforts to challenge Qualcomm's dominance in India's premium 5G market. As the company gains traction with Chinese smartphone manufacturers for their...
Friday 22 November 2024
HBM memory supply to scale in 2025
With the acceleration of Blackwell mass manufacturing, the capacity of HBM3E will greatly grow. According to industry estimates, after a twofold rise in HBM production in 2024, demand...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
PCB, CCL firms gearing up for 2025 AI server boom
Printed circuit board (PCB) and copper-clad laminate (CCL) manufacturers are positioning themselves to capitalize on the growing AI server demand to drive growth momentum in 2025.