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NEWS TAGGED COMMENTARY
Wednesday 30 October 2024
TSMC faces the localization test amid globalization's waning influence
On October 26th, the TSMC "family" gathered for its annual sports day, with founder Morris Chang calling it his favorite day of the year. Hosting for the first time, Chairman C.C...
Tuesday 29 October 2024
Can Samsung, Intel rise above challenges? Different strategies for IDM, pure foundry models
The third quarter financial results for both Samsung Electronics (Samsung) and Intel are set to be released on October 31, 2024. The outcome likely hinges on how well their management...
Monday 28 October 2024
Unlikely allies: why Samsung is expected to decline Intel's proposed foundry partnership
Recent reports from South Korean media indicate that Intel is in talks with Samsung Electronics to explore potential collaboration in foundry services and resource sharing. However,...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Wednesday 16 October 2024
China's semiconductor powerhouses unite as Beijing unleashes massive stimulus push
Over the weekend of September 21, 2024, more than 300 industry leaders from renowned companies such as STMicroelectronics (STM), AMD, Huawei, SMIC, Hua Hong Semiconductor, Yangtze...
Monday 14 October 2024
Countering China's asymmetric strategy from demand side of supply chain resilience
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously...
Monday 14 October 2024
How Japan's three arrows plan to revive its chipmaking industry
Similar to Abenomics' three arrows over a decade ago, Japan is now introducing three initiatives aimed at reversing the decline in its semiconductor industry. Professor Kuroda Tadayoshi...
Monday 14 October 2024
China's lithography progress: Promising but limited
China has made notable progress in lithography technology, but its new machine still lags behind the most advanced global technologies. While this development is significant, it's...
Wednesday 9 October 2024
Samsung rules out foundry spin-off, citing technical challenges and strategic market priorities
Samsung Electronics issued a rare public apology on October 8, 2024, causing ripples across the semiconductor industry.
Wednesday 9 October 2024
Why would TSMC increase stake investment in a mature-node foundry affiliate?
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International...
Wednesday 9 October 2024
Intel's geopolitical significance dampens acquisition rumors
Pat Gelsinger, Intel's CEO, maintains composure amid speculation about a potential Qualcomm takeover of Intel. While the media has not obtained any direct response from Gelsinger,...
Friday 4 October 2024
With Vision Pro, Apple wants some people to see the future first
Since its US launch in February and subsequent rollout to more markets in June, Apple's Vision Pro has received praise and criticism. After personally experiencing it at the Canton...
Thursday 3 October 2024
US bets on AI to develop sustainable materials, strengthen semiconductor leadership
The US Department of Commerce has announced a new initiative to maintain the country's semiconductor industry leadership by leveraging artificial intelligence (AI) to develop sustainable...
Wednesday 2 October 2024
Taiwanese chip makers' cultural sensitivity put to the test in Japan
Cultural sensitivity has not always been a strength of Taiwanese businesses, potentially straining Taiwan-Japan relations as Taiwan's semiconductor ventures expand overseas without...
Monday 30 September 2024
Intel's Smart Capital: lifeline or stranglehold on future growth?
Amid speculation surrounding a potential acquisition of Intel by Qualcomm, reports have surfaced indicating Apollo-managed funds, a key partner in Intel's "Smart Capital" initiative,...