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Friday 5 July 2024
AI applications to drive CCL demand in 2H24
Taiwan-based copper clad laminate (CCL) makers Elite Material, Iteq, and Taiwan Union Technology (TUC) are poised for a robust second half of the year, driven by growing demand for...
Friday 5 July 2024
Samsung pivots to AI chip development amid major semiconductor division reorganization and talent acquisition drive
Samsung Electronics is reportedly shifting its focus from automotive chip development to AI chips amid plans for significant business reorganization. This strategic pivot comes as...
Friday 5 July 2024
AI revenue struggles to match GPU investments; consumer AI products need time to mature, says Sequoia Capital executive
The gap between GPU procurement expenses and derived revenues continues to widen significantly, with few AI products besides ChatGPT gaining substantial consumer popularity, according...
Friday 5 July 2024
South Korean 8-inch wafer foundry to engage in SiC and GaN business
South Korean 8-inch wafer foundries are accelerating their investments in next-gen power semiconductors. Facing fierce competition from established global manufacturers and Chinese...
Friday 5 July 2024
Micron reaffirms full order book for HBM through 2025
A Micron senior executive said the company is expected to see full capacity through 2025 thanks to AI and Micron will keep up good management to ensure supply-demand balance amid...
Friday 5 July 2024
Intel unveils new 4nm flagship GPU made by TSMC
After two failed attempts at entering the discrete GPU market, Intel attempted another comeback in 2017 by recruiting Raja Koduri from AMD to head a development team, which led to...
Friday 5 July 2024
China plays down importance of lithography tools in semiconductor challenges
China seems to be deliberately playing down the importance of lithography tools as it identifies the challenges for the development of its semiconductor industry in a recently published...
Friday 5 July 2024
Equipment manufacturers resume discussions on FOPLP with TSMC as the lead
As Apple prepares to launch its first AI smartphone in September, the third quarter is expected to see a surge in stocking demand. This has not only pushed TSMC's market value to...
Thursday 4 July 2024
South Korea strives to boost EDA competitiveness
Lee Jong-ho, Korea's Minister of Science and ICT, reportedly arranged a meeting with semiconductor Electronic Design Automation (EDA) professionals to gain insights into the local...
Thursday 4 July 2024
China now only supports promising chip firm consolidation amid doubling IPO terminations
Under China's "high-quality productivity" initiative, an increasing number of China-based chip startups have seen their IPO processes withdrawn or terminated to support mergers and...
Thursday 4 July 2024
Prices for commodity DRAM and NAND chips stall as demand recovery lags
The prices for general-purpose DRAM and NAND flash chips have remained flat for four consecutive months, suggesting a slower-than-expected pace of demand recovery.
Thursday 4 July 2024
Arm's grand AI blueprint: standardizing chip designs with global partnership
Arm, the world's largest semiconductor IP company, is reportedly drafting a new blueprint for the AI era.
Thursday 4 July 2024
PanelSemi focuses on mini LEDs, sees microLED development challenging
When observing the future development of next-generation display technology, Chin-lung Ting, chairman and CEO of PanelSemi and a technical specialist who pioneered the panel semiconductor...
Thursday 4 July 2024
In-house chip development for AI servers likely to benefit IC backend houses
As more tech firms are developing their proprietary chips for AI servers, semiconductor manufacturers, including IC backend houses, are likely to benefit from the opportunities.
Thursday 4 July 2024
TSMC-Saxony Semiconductor Talent Program shows successful results
The "2024 Semiconductor Talent Development Program," a joint effort of the German government of Saxony, National Taiwan University, and TSMC, has born the first batch of fruits.