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NEWS TAGGED CHIPS
Monday 7 April 2025
With chip tariffs on the horizon, China goes solo—Is Taiwan prepared?
Just when the global supply chain thought it had a breather, US President Donald Trump's administration is stoking renewed tensions with China by threatening sweeping new tariffs...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Friday 4 April 2025
US latest tariff policy favors those who buy American chips
The US government announced on April 2 a new tariff policy imposing a uniform 10% duty on all imported goods. Additionally, the policy introduces reciprocal tariffs ranging from 10%...
Thursday 3 April 2025
Taiwanese chip manufacturers are optimistic about the telecom market recovery with Wi-Fi 7 adoption in 2025
The demand for telecom chips is one of the relatively stable applications driving recovery momentum in 2025. So far, Taiwanese chip manufacturers maintain a positive outlook for the...
Wednesday 2 April 2025
TSMC's JASM doubles workforce amid production delays
On April 1, 2025, TSMC's Japanese subsidiary, JASM, hosted its annual new employee enrollment ceremony, a tradition for many Japanese companies, at its headquarters in Kikuyo Town,...
Wednesday 2 April 2025
Nvidia H20 chips face Chinese supply shortage amid export concerns
Chinese distributors of Nvidia's H20 GPU are facing severe supply constraints as demand surges for AI computing power in the market. According to a notice from Chinese tech firm H3C...
Wednesday 2 April 2025
Rapidus faces yield and customer challenges for 2nm chip ambition despite launching first fab
Rapidus officially launched its IIM-1 semiconductor fab in Chitose City, Hokkaido, on April 1, marking a major milestone in Japan's ambition to produce cutting-edge 2nm chips. However,...
Wednesday 2 April 2025
Rapidus targets swift 2nm chip delivery with initial 50% yield goal
Rapidus, a Japanese company focused on semiconductor innovation, officially opened its first facility, IIM-1, in Chitose City, Hokkaido, on April 1, 2025. Aiming to advance in the...
Tuesday 1 April 2025
China's expanding chip capacity throttles Taiwan's mature node market
Taiwan's semiconductor manufacturers continue to confront challenging market conditions for mature process technologies, with reports that TSMC may slow expansion plans at its Kumamoto...
Tuesday 1 April 2025
UMC completes expansion of 22nm fab, set to begin production in 2026
On April 1, UMC announced the opening ceremony for its expanded facility in Singapore. The first phase of this new plant is scheduled to commence production in 2026, which is expected...
Tuesday 1 April 2025
TSMC's 2nm output targets 30,000 wafers monthly amid strategic challenges
Taiwan Semiconductor Manufacturing Company (TSMC) is poised to commence mass production of its 2-nanometer (nm) chips in the second half of 2025 as scheduled, with customer demand...
Tuesday 1 April 2025
Kaynes Semicon plans to package chips in India by July, highlighting Micron's delayed ATMP plant
A senior executive from Kaynes Semicon revealed plans for the company to become the first in India to package chips by July, noting the delay in Micron's ATMP project.
Tuesday 1 April 2025
China's server reboot: Kunpeng chips signal Huawei's post-x86 future
Amid the AI boom, much of the spotlight has focused on Chinese chips like Huawei's Ascend. Yet, general-purpose computing power, still dominated by CPUs, remains a critical foundation...
Tuesday 1 April 2025
Deepseek AI drives unprecedented demand for Nvidia's China-specific chips
Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China....
Tuesday 1 April 2025
UMC responds to GlobalFoundries rumors— what's likely to happen regarding merger deal
GlobalFoundries and UMC are reportedly in merger talks. A potential deal aims to secure US chip supply amid rising China tensions, but faces regulatory hurdles and market pressures...