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Tuesday 20 August 2024
Taiwan PCB firms locked in US client product transitions amid potential LEO satellite demand
Market opportunities for low Earth orbit (LEO) satellite applications have gained increasing attention since the Russia–Ukraine war began in 2022, which has showcased the significance...
Tuesday 20 August 2024
Chipmakers hike DDR5 prices
In response to robust demand for servers that has resulted in capacity constraints, major DRAM manufacturers have significantly increased the prices of DDR5 memory in the third quarter,...
Tuesday 20 August 2024
Sunplus develops AI chip platform for future growth
IC design house Sunplus Technology is actively developing an AI chip platform that the company expects will bring explosive growth.
Tuesday 20 August 2024
AMD acquires ZT Systems for US$4.9 billion to take on Nvidia
AMD is purchasing ZT Systems, a server hardware company. AMD has no intention of entering the server market. Instead, it's acquiring ZT Systems primarily for its skilled engineers...
Tuesday 20 August 2024
Supply chain actively developing GB200 servers despite Blackwell delay, say sources
Nvidia's revised launch schedule for its next-gen Blackwell AI chips has led to changes in the supply chain, with some server makers shifting their focus to developing GB200-based...
Tuesday 20 August 2024
Apple modem chip for iPhone unlikely in 2025
Latest rumors have it that Apple is ready to equip the iPhone with its in-house developed modem chip in 2025, but industry sources remain skeptical. Even if Apple was able to roll...
Tuesday 20 August 2024
TSMC places SHR orders with fab toolmakers
TSMC has received an influx of orders for CoWoS and other chipmaking equipment, the majority of which require super hot runs (SHR), according to industry sources.
Tuesday 20 August 2024
Challenges ahead for Europe's first 12-inch wafer fab
Following investments in wafer fabs in the US and Japan, TSMC is scheduled to hold a groundbreaking ceremony for its wafer fab in Dresden, Germany, on August 20. The fab is expected...
Monday 19 August 2024
India launches AI mission tender, reportedly limiting GPU procurement to local companies
India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups,...
Monday 19 August 2024
Intel's 18A under fire: struggling yields, skepticism, and a race against TSMC
Intel has been attempting to shift the narrative to a more positive light following the company's "gruesome" series of trainwrecks that saw a disappointing second-quarter 2024 earnings...
Monday 19 August 2024
Intel Foundry's push for self-sufficiency could pave way for spin-off and rebranding
Is it time for Intel Foundry (IF) to be spun off as an independent entity? During the 2008-2009 financial crisis, AMD was forced to divest its wafer fabrication division, offloading...
Monday 19 August 2024
AMEC confident in lawsuit against US DoD
Backed by strong support from the Chinese government and the inconsistent actions of the US, Chinese semiconductor equipment manufacturer Advanced Micro-Fabrication Equipment (AMEC)...
Monday 19 August 2024
Japan faces financial resource issues following Kishida's resignation
Japanese prime minister Fumio Kishida is stepping down before the end of September 2024. Many policies from his administration require large budgets, including providing subsidies...
Monday 19 August 2024
Taiwanese chip industry shifts focus to manufacturing amid AI boom and cyclical downturn
According to the latest data from the Taiwan Semiconductor Industry Association (TSIA), Taiwan's semiconductor industry is gradually recovering from the downturn it faced in 2023...
Monday 19 August 2024
TSMC Japan fab forms industry cluster; can German site replicate?
With Intel and Wolfspeed delaying the development of facilities in Germany, TSMC will break ground on a new plant in Dresden on August 20, which is critical for Germany, according...