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Tuesday 10 December 2024
Taiwan's US exports surge past US$100 billion ahead of Trump's return
Donald Trump is expected to take office on January 20, 2025, likely being cautious with exporters running significant trade surpluses with the US. Meanwhile, US demand for electronic...
Tuesday 10 December 2024
Challenges in developing semiconductor industries in emerging countries
In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor...
Tuesday 10 December 2024
Japan launches US$670 million semiconductor subsidy scheme
In a bid to enhance economic security and strengthen supply chains, the Japanese government is providing subsidies for domestic production in sectors such as semiconductors, advanced...
Tuesday 10 December 2024
SK Hynix restructures CIS organization seemingly to replicate HBM success model
Despite the low profitability of SK Hynix's CMOS image sensor (CIS) business, the company has decided to retain this segment and reorganize its CIS development team under the Future...
Tuesday 10 December 2024
TSMC founder points out core reasons why Samsung and Intel stumbled
While competitors Samsung Electronics (Samsung) and Intel are struggling in their foundry businesses, TSMC is set to continue dominating large orders below 7nm through 2025, securing...
Tuesday 10 December 2024
US accelerates replacement of Chinese telecom equipment, Taiwan chip firms eye windfall
The US House of Representatives is preparing to vote on the fiscal year 2025 national defense budget, which includes a US$3 billion provision aimed at helping US telecoms completely...
Tuesday 10 December 2024
YMTC denies backdoor listing rumors amid rising industry scrutiny
China-based Yangtze Memory Technologies Corp (YMTC) has dismissed speculation of a "backdoor listing," issuing a rare public statement on December 9, 2024, to refute rumors connecting...
Tuesday 10 December 2024
Taiwanese PA makers eye LEO product potential for smartphones
Smartphone shipments underperformed in the second half of 2024, particularly with Android momentum in China slowing compared with the first half of the year. As a result, Taiwanese...
Tuesday 10 December 2024
Samsung reportedly explores discrete LPDDR for future iPhones amid rising AI demands
Samsung Electronics is exploring the development of discrete package low-power DRAM (LPDDR) for Apple's iPhones to meet the tech giant's evolving requirements, though Samsung has...
Tuesday 10 December 2024
Apple 5G modem unlikely to match competition until 2026
It is highly likely that the iPhone SE 4, set to be launched in early 2025, will come with Apple's in-house developed 5G modem. Still, sources from the upstream supply chain believe...
Tuesday 10 December 2024
Japanese intervention reportedly keeps China's CXMT off US entity list
Japan reportedly played a crucial role in keeping Chinese memory maker ChangXin Memory Technologies (CXMT) off the recently updated US Entity List, according to sources from China's...
Tuesday 10 December 2024
China launches antitrust investigation into Nvidia amid escalating US-China chip tensions
Amid heightened US-China chip tensions, Chinese regulators have launched an antitrust investigation into Nvidia, alleging that the US chip giant has violated the terms of its 2020...
Tuesday 10 December 2024
Polytronics achieves record revenue in 3Q24, plans to enter semiconductor market in 2025
Taiwan-based protective component manufacturer Polytronics reported a record high in revenue and gross margin for the third quarter of 2024, driven by increased demand for components...
Tuesday 10 December 2024
Assessments suggest Taiwan drone supply chain may lag 3-5 years behind China
Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone...
Tuesday 10 December 2024
Market recovery remains uncertain despite automotive and industrial chip potential
Major semiconductor manufacturers are maintaining their long-term optimistic outlook on automotive and industrial control chips, driven by continuing technological innovation. However,...