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Tuesday 25 February 2025
Japan govt to seek US tariff exemption for Rapidus' 2nm chips
The Japanese government will send officials to the US in March 2025 to discuss various tariff issues, including potential exemptions for the 2nm chips produced by Rapidus. They believe...
Tuesday 25 February 2025
Apple plans to add 20,000 US jobs to seek relief from Trump tariff threats
Apple, seeking relief from US President Donald Trump's tariffs on goods imported from China, said that it will hire 20,000 new workers and produce AI servers in the US.
Tuesday 25 February 2025
Nvidia indirectly fuels US-China GenAI rivalry as Grok 3 creates new waves
The emergence of China's DeepSeek has shocked the US market and impacted Nvidia's market value. Now, with the official launch of Grok 3 by xAI, a company founded by Tesla CEO Elon...
Monday 24 February 2025
AI boom sends HBM demand soaring as Samsung eyes ASIC market shift
The global AI boom is set to keep high bandwidth memory (HBM) in short supply through 2025, as demand surges across AI and data-intensive applications, according to experts at SEMICON...
Monday 24 February 2025
Focaltech rides OLED wave as touch chip shipments hit record high
FocalTech Systems exceeded fourth-quarter revenue expectations, buoyed by record shipments of OLED touch chips as the technology gains traction across devices from smartphones to...
Monday 24 February 2025
TSMC's second Japanese fab maintains production timeline for 2027 despite possible construction delay
JASM, TSMC's Japan subsidiary, plans to build a second wafer fab in Kumamoto. The firm states that construction will begin in 2025, possibly later than the initially stated first...
Monday 24 February 2025
Apple reportedly developing C2 modem chip
Apple's recently launched iPhone 16e features its first self-developed C1 modem chip, marking a crucial milestone in its efforts to reduce dependence on Qualcomm. The initiative aims...
Monday 24 February 2025
Huawei's Ren Zhengfei reassures Xi: China's chip concerns fade as self-reliance efforts surge
Chinese President Xi Jinping recently attended a "Private Enterprise Symposium," which saw participation from nearly all leading companies, including Alibaba founder Jack Ma. However,...
Friday 21 February 2025
Apple's C1 chip highlights progress in autonomy, threatens Qualcomm's market share
Apple's recent launch of the entry-level iPhone 16e marks a significant milestone in the company's journey toward greater self-sufficiency in technology. A standout feature of this...
Friday 21 February 2025
Reversal of trends in the semiconductor industry (2): A return to vertical integration amid limits of miniaturization
If two competitive strategies within an industry can both become dominant at different times, it is natural for these strategies to shift as industry conditions change.
Friday 21 February 2025
Huawei CEO hints at 'Backup Plan 2.0'; HiSilicon launches new automotive chip
HiSilicon is keen to grow its chip business beyond mobile phones and computing to the automotive industry, according to industry sources in China. During a recent summit for private...
Thursday 20 February 2025
Apple develops first custom 5G modem for iPhone 16e, reducing Qualcomm dependence
Apple has unveiled the iPhone 16e featuring the company's first in-house developed 5G modem chip, named the Apple C1. The new modem, which the company claims is the most energy-efficient...
Wednesday 19 February 2025
Apple's self-made wireless chips push suppliers to adapt
Apple is ramping up efforts to develop its own wireless connectivity chips, signaling a shift away from suppliers. The company is advancing in modem, Wi-Fi, and RF chip development,...
Wednesday 19 February 2025
Trump targets auto, chip, and drug imports with 25% tariffs
US President Donald Trump has announced plans to impose a 25% tariff on imported automobiles, pharmaceuticals, and semiconductor chips, a decision that could disrupt global supply...
Wednesday 19 February 2025
ASE and PTI step up FOPLP investments to tap AI boom
ASE Technology Holdings (ASE) and Powertech Technology (PTI) are ramping up investments in fan-out panel-level packaging (FOPLP) to capitalize on surging artificial intelligence (AI)...