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Thursday 24 October 2024
Arm and Qualcomm's friction give x86 camp an edge
In 2021, Qualcomm acquired Nuvia, which received the Arm licenses in 2019. This acquisition ignited the dispute between Qualcomm and Arm. Industry sources in Taiwan indicate that...
Thursday 24 October 2024
SiC substrate price correction may continue in 2025, says GCCS
GeChi Compound Semiconductor (GCCS), a Taiwan-based silicon carbide (SiC) crystal growth firm, forecasts that while oversupply will continue to keep SiC substrate prices at low levels...
Thursday 24 October 2024
Nvidia takes full Blackwell delay accountability, seeks to dispel tension with TSMC rumors
Days after rumors of a strained relationship between Nvidia and TSMC regarding the delayed shipment of Blackwell chips, Nvidia CEO Jensen Huang clarified that the issue was "100%...
Wednesday 23 October 2024
TSMC reports potential Huawei chip regulation breaches to US authorities in dual notification
TSMC reported potential export violations to US regulators—twice—amid concerns that Huawei accessed restricted semiconductor technology through intermediaries. The case...
Wednesday 23 October 2024
Japan steps up collaborative efforts to tackle chip talent crunch in key regions of Kyushu and Hokkaido
The demand for semiconductor talent in Japan is increasing, especially in Kyushu, where TSMC is establishing wafer fabs, and in Hokkaido, where Rapidus plans to mass-produce 2nm chips...
Wednesday 23 October 2024
Samsung's crisis and solutions: Daeje Chin points to talent development, foundry
The "crisis theory" surrounding Samsung Electronics has recently garnered widespread attention across various sectors in South Korea. The predicament faced by the country's largest...
Wednesday 23 October 2024
Samsung turns to the Japanese playbook: a look at how Sony and Hitachi engineered their turnarounds
Samsung Electronics has launched bold restructuring efforts to boost competitiveness, forming a business task force to enhance R&D and explore new business avenues, according...
Wednesday 23 October 2024
ASML chief sees US pressure building for more China restrictions
ASML Holding NV CEO Christophe Fouquet expects pressure will grow from the US to further restrict sales of semiconductor technology to China, the biggest market for the Dutch producer...
Wednesday 23 October 2024
US extends 25% chip tax credit to wafers, including solar
The Biden administration finalized rules for a 25% tax credit for semiconductor manufacturing projects, expanding eligibility for what is likely to be the largest incentive program...
Wednesday 23 October 2024
AI penetration will be key to closing the substrate supply-demand gap, says industry
The second half of the year is typically a peak season for substrates. Despite market volatility, strong demand for AI continues to drive the global integrated circuit (IC) substrate...
Wednesday 23 October 2024
Will Trump cut TSMC's Arizona factory subsidies?
As the US presidential election heats up, speculation is swirling about whether former President Donald Trump, if re-elected, would cut off subsidies for TSMC's Fab 21 in Arizona...
Wednesday 23 October 2024
Material suppliers ride TSMC's 3Q24 momentum while cautious on non-AI sectors
TSMC's financial report for the third quarter of 2024 has not only delivered impressive results, but its AI prospects have instilled high confidence in the market, subsequently boosting...
Wednesday 23 October 2024
Holtek joins SiPh supply chain, 400G modules to launch in 2025
Microcontroller unit (MCU) firms have been eagerly venturing into the optical transceiver module market, as silicon photonics (SiPh) technology continues to attract attention. According...
Wednesday 23 October 2024
China gearing up for quantum satellite and transmission breakthroughs
China's quantum technology ambitions are gaining momentum as Huawei's venture capital arm makes a strategic investment in quantum measurement specialist China Quantum Measurement...
Wednesday 23 October 2024
PSMC chairman turns caution towards India to optimism amid Tata partnership
After a partnership between Taiwan-based Powerchip Semiconductor Manufacturing Corporation (PSMC) and Japan-based SBI Holdings to establish a wafer fab fell through, PSMC is now pursuing...