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Thursday 25 August 2022
More ban on semiconductor equipment to China accelerating tech decoupling
The US government has started to expand the ban on semiconductor equipment exports to China to include equipment under 14nm processing nodes and memory manufacturing tools in August,...
Monday 22 August 2022
China-Taiwan relations: Is alarmism justified?
On August 2-3, the US speaker of the House of Representatives, Nancy Pelosi, visited Taiwan for 16 hours. It was a visit of seismic proportions along the Pacific Ring of Fire. Speaker...
Friday 19 August 2022
Samsung to be hit by tougher US-imposed China chip ban
With the US tightening restrictions on China's access to chipmaking gear, such a development will have a negative impact on Samsung Electronics and other major Korea-based chipmakers,...
Monday 15 August 2022
No need for TSMC to take side between US and China: Q&A with Richard Thurston
The Chips and Science Act 2022 signed by US president Joe Biden on August 9 is seen as an important move to boost US competitiveness in the face of a "sputnik moment" with China....
Monday 15 August 2022
US imposes new export control to push China out of next generation semiconductor competition
The US Commerce Department's Bureau of Industry and Security (BIS) issued an interim final rule on August 12 to impose restrictions on four emerging and fundamental technologies,...
Wednesday 10 August 2022
Micron announces US$40 billion investment plan despite gloomy revenue forecast
Micron Technology announced on August 9 it would invest US$40 billion to build leading-edge memory manufacturing in the US. The investment, according to Micron, will proceed in multiple...
Tuesday 9 August 2022
CEOs meet in summit before Chips Act signed into law
The CEOs and senior leaders from across the semiconductor supply chain from tool and wafer manufacturers to key suppliers to end users of chips manufactured in the US participated...
Friday 5 August 2022
Samsung 3nm node progresses as S Korea evaluates China exposure
Samsung Electronics officially began chip production using its latest 3nm Gate-All-Around (GAA) process node on June 30, and went on to celebrate the first shipment of GAA-based chips...
Friday 5 August 2022
Is 'mature technology' weaponized by Chips Act?
The recently passed Chips and Science Act 2022, now awaiting US president Joe Biden's signature, specifically indicates that recipients of the subsidies are not allowed to "engage...
Tuesday 2 August 2022
For Taiwanese fabless players, the US Chips Act bears little significance
The Chips and Science Act, after months of debates, finally made it through the US Congress and now waits for president Joe Biden's signature. Now, the global semiconductor industry...
Tuesday 2 August 2022
OSATs see little drive from Chips Act for building US operations
Taiwan's OSATs may not move to set up plants in the US though the US Congress has approved the Chips and Science Act 2022, and instead will carry out capacity expansions at their...
Monday 1 August 2022
Is the US Chips Act too little, too late?
US legislators have passed the US$52 billion Chips Act. However, some commentators have claimed what the US is doing is perhaps too little, too late.
Monday 1 August 2022
Chips Act: With subsidies come the real challenges for chipmakers
With the US Congress passing the Chips and Science Act of 2022 on July 28, awaiting the US president Joe Biden to sign it into law, the global chips industry is far from having a...
Thursday 28 July 2022
US Senate passes CHIPS Act 2022, bans recipients from expanding advanced chip capacity in specific countries
The Senate on July 27 passed CHIPS and Science Act of 2022, bipartisan legislation in a vote of 64-33. A total of US$52.7 billion will be spent as a 5-year incentive for developing...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research