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Tuesday 23 July 2024
YMTC head expects explosive chip demand in China amid US restrictions
A senior executive from a leading China-based NAND flash provider expressed optimism about the explosive growth potential of the Chinese semiconductor market, attributing this surge...
Tuesday 23 July 2024
NAND memory bit shipment growth in 2H24 to be boosted by iPhone 16 demand
NAND Flash memory suppliers are gearing up for robust demand driven by AI smartphones in the third quarter. Some sources suggest that production lines may already be experiencing...
Tuesday 23 July 2024
IC industry hopes for turnaround in 2H24 amid new AI PC solutions
When will AI PC dividends start to pay off for the chip industry? This question has been closely followed by many in the industry during the first half of 2024. The launch of Copilot+PC,...
Tuesday 23 July 2024
TSMC stands firm amid high costs and Trump's criticism, global chip mass production on target
Despite high costs and labor shortages, TSMC has adhered to its international plans to build wafer fabrication plants in Japan, the United States, and Germany.
Tuesday 23 July 2024
India's latest fabless entrant iVP Semi targets domestic market with homegrown strategy
One of the newest additions to India's growing fabless startup scene is Chennai-based iVP Semi, founded by semiconductor veteran Raja Manickam. In a recent interview with Digitimes...
Tuesday 23 July 2024
Amkor, Infineon promote supply chain decarbonization and sustainability
Amkor Technology and Infineon Technologies have signed a Memorandum of Understanding (MoU) to jointly promote sustainability and decarbonization methods across their supply chain.
Tuesday 23 July 2024
TSMC outpaces Samsung in HPC revenue growth for 2Q24
TSMC's high-performance computing (HPC) revenue share continued to rise in Q2 2024, boosting overall performance. Although Samsung Electronics aims to increase its HPC sales proportion,...
Tuesday 23 July 2024
Taiwan-based semiconductor, PCB firms expect minimal impact from US election
Despite President Joe Biden's recent announcement of his withdrawal from the 2024 race and his endorsement of Vice President Kamala Harris, Taiwan-based supply chain companies remain...
Tuesday 23 July 2024
Mobile SoC suppliers expect limited growth in smartphone market in 2024
The buzz around AI smartphones is palpable, but their widespread adoption and impact on upgrade demand are expected to become more significant in approximately two years.
Tuesday 23 July 2024
Chinese NAND flash maker YMTC sues Micron in US over alleged patent infringement
Yangtze Memory Technologies (YMTC) has filed a lawsuit against Micron Technology in the US, accusing the American memory vendor of infringing its 3D NAND patents in a range of prod...
Tuesday 23 July 2024
TSMC braces for potential geopolitical variables
TSMC is believed to have adopted three critical strategies in anticipation of the potential geopolitical influences that may arise from the forthcoming US presidential election.
Tuesday 23 July 2024
NXP disappointing results imply slowing automotive demand
NXP's latest financial results indicate that the company continues to navigate the industry downturn, presenting a third-quarter outlook that falls below expectations. These disappointing...
Tuesday 23 July 2024
Trump's protectionist remarks threaten the global chip boom amid AI surge
US presidential candidate Donald Trump's comments accusing Taiwan's chip industry of stealing American business and demanding protection fees have cast a shadow over the booming global...
Tuesday 23 July 2024
Huawei, MediaTek likely to settle patent dispute out of court
Huawei's patent infringement lawsuit against MediaTek is likely a move to gain bargaining chips in licensing fee negotiations between the two sides, according to industry sources.
Tuesday 23 July 2024
Nvidia reportedly developing China-compliant AI chip, partnering with Inspur
Nvidia is reportedly developing a flagship AI chip specifically for the Chinese market to comply with US restrictions on the export of advanced semiconductors. According to sources,...