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Friday 30 August 2024
Timely Blackwell shipments ease HBM supplier concerns
After Nvidia confirmed the on-schedule shipment of its latest Blackwell GPUs, high-bandwidth memory (HBM) providers, including SK Hynix and Samsung Electronics, expressed relief as...
Friday 30 August 2024
G2C+ alliance expects robust demand for advanced packaging
The global expansion of semiconductor advanced packaging capacity is just beginning, which is promising enormous business opportunities for equipment suppliers, such as the G2C+ alliance...
Friday 30 August 2024
SMIC reports sharp profit decline amid revenue growth in 1H24
China's largest pure-play foundry, SMIC, reported a significant decline in profitability despite revenue growth in its latest financial results. The company remains cautious despite...
Friday 30 August 2024
Xiaomi rumored to release self-developed smartphone AP in 1H25
Xiaomi will release its own customized mobile SoC in the first half of 2025, according to sources in the smartphone supply chain.
Friday 30 August 2024
Nvidia beats expectations again, as market raises the bar higher than ever
Nvidia's widely anticipated financial statement for the second quarter of fiscal year 2025 (up until July 28) has been announced. Its revenue has once again exceeded the financial...
Friday 30 August 2024
Nvidia supply chain, including TSMC, has strong order visibility for AI chips
Major players in Nvidia's supply chain, such as global foundry leader TSMC, have good order visibility extending to 2026, despite stock investors' concern about the US chip vendor's...
Thursday 29 August 2024
Samsung DS division's 100-day transformation under Young Hyun Jun's leadership
August 28 marked the 100th day since Vice Chairman Young Hyun Jun was appointed as the new Head of the Device Solutions (DS) Division at Samsung Electronics. The South Korean industry's...
Thursday 29 August 2024
Semicon India 2024: what does the industry expect?
As Semicon India 2024 approaches, the Indian semiconductor industry is at a critical juncture.
Thursday 29 August 2024
YTEC expands proprietary equipment sales amid China's push for domestic semiconductor supply chain
YTEC, a Taiwan-based technology company, has strategically pivoted its business focus in response to changing market dynamics. Facing a decline in demand for optoelectronic LEDs,...
Thursday 29 August 2024
Macnica Galaxy cautiously optimistic about operations in 2H24, 2025
IC channel distributor Macnica Galaxy is cautiously optimistic about its operations in the second half of 2024 and 2025.
Thursday 29 August 2024
Panel-level packaging looks promising
Panel-level packaging (PLP) is promising to become a viable choice due to its cost-effectiveness and insufficient capacity for advanced chip packaging in the semiconductor industry...
Thursday 29 August 2024
Taiwan-based equipment makers eye biz opportunities from glass substrate packaging
Taiwan-based makers have established an alliance targeting the supply of glass substrates, potentially a game changer for semiconductor packaging.
Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Thursday 29 August 2024
Nvidia confirms Blackwell mask change for improved yields, mass production expected by end of 2024
Amid speculation about potential shipment delays for Blackwell, Nvidia has confirmed making minor adjustments to the GPU mask and now anticipates shipments to begin in the fourth...
Wednesday 28 August 2024
Chinese OSAT eyes advanced packaging opportunities
In recent years, advanced packaging has become increasingly crucial in high-performance computing, and Chinese OSAT companies, particularly Tongfu Microelectronics, are determined...