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Tuesday 24 September 2024
TSMC SoIC fab capacity to reportedly boost through to 2026
The AI surge requires TSMC to swiftly expand its production capacity for chip-on-wafer-on-substrate (CoWoS) packaging. Simultaneously, the foundry's production capacity for 3D-stacked...
Tuesday 24 September 2024
Global semiconductor sales hit US$162.1 billion in 2Q24; Nvidia shines
Omdia has recently released a report that indicates that the total semiconductor revenue reached a record high of US$162.1 billion in the second quarter of 2024, representing a 6.7%...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Tuesday 24 September 2024
IC design houses pin hopes on short lead-time orders amid tepid PC chip demand
IC design firms report a sharp slowdown in PC shipments in the third quarter of 2024, following a surge in the second quarter. While the decline is not drastic, the usually robust...
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
Tuesday 24 September 2024
Intel's US-backed semiconductor plans threaten Samsung and South Korea's goals
Nvidia and AMD, two prominent US clients of TSMC, have recently hinted at expanding their chip manufacturing partnerships. This development has stirred interest within South Korea's...
Tuesday 24 September 2024
Huawei acknowledges chip manufacturing limitations in pursuit of advanced computing solutions
Huawei's rotating chairman, Zhijun Xu, has publicly recognized for the first time that China's limited chip manufacturing capabilities hinder the company's ability to develop advanced...
Tuesday 24 September 2024
Vietnam unveils semiconductor policy for 2050
Vietnam has unveiled its semiconductor roadmap for 2025-2050, aiming to establish three fabs, 20 integrated circuit (IC) backend houses, and 300 IC design houses as part of its goal...
Tuesday 24 September 2024
Intel's AI PC processor sees significant global adoption, emphasizing software ecosystem
Intel reports significant global adoption of its AI PC processor, highlighting its robust software ecosystem and hardware performance, including the recent Lunar Lake processor. CyberLink...
Tuesday 24 September 2024
China automakers demand price cuts for SiC modules
China's automobile manufacturers are reportedly asking silicon carbide (SiC) module vendors to cut prices by as much as 30% amid growing supply, according to industry sources.
Tuesday 24 September 2024
Qualcomm's Intel takeover ambition: why Taiwan suppliers consider it a disaster
In response to speculation that Qualcomm is approaching Intel about a possible takeover, industry sources in Taiwan believe the merger would be disastrous since it undervalues Intel...
Monday 23 September 2024
TSMC denies plans for UAE chip plants despite Middle East AI push
The Wall Street Journal (WSJ) has reported that both TSMC and Samsung Electronics are in discussions about plans to build large semiconductor manufacturing facilities in...
Monday 23 September 2024
Taiwan leads in semiconductor manufacture; Japan academics urge collaboration
Japan is the industry leader in materials and equipment, while Taiwan maintains an overwhelming advantage in semiconductor manufacturing, according to Takashi Hattori, deputy representative...
Monday 23 September 2024
First OSAT facility supported by former cricketer inaugurated in Maharashtra, India
India-based RRP Electronics inaugurated an INR120 billion (US$1.4 billion) OSAT facility in Maharashtra, the second chipmaking project after Adani-Tower Semiconductor's wafer fab...
Monday 23 September 2024
China reportedly bypasses US DRAM tariffs via South Korea
China has successfully circumvented US tariffs on DRAM modules through South Korea, leading to a sharp drop in direct exports of Chinese DRAM modules to the US and a corresponding...