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Tuesday 7 January 2025
Ibiden's exclusive position in AI chip substrate market rooted in deep ties with Intel
Japanese manufacturer Ibiden has established itself as a dominant player in the IC substrate market for AI chips, driven by Nvidia's strong demand for these substrates. Ibiden emphasized...
Tuesday 7 January 2025
Mini LED backlight TVs surge as costs dip, expanding into mid-range markets
Mini LED backlight televisions are gaining momentum in China, with penetration rates exceeding 10%. These TVs have emerged as standout products under China's "trade-in" subsidy program,...
Tuesday 7 January 2025
TSMC's Kumamoto fab faces early headwinds as regional ecosystem expands
JASM, TSMC's majority-owned subsidiary, began production at its first wafer fab in Kikuyo, Kumamoto Prefecture, in December 2024. The fab produces 12/16nm and 22/28nm mature-node...
Tuesday 7 January 2025
Global auto market faces turbulence as Trump's return fuels uncertainty
The global automotive sector faces unprecedented challenges as 2024 witnessed a wave of unexpected resignations among top executives at major automakers and Tier 1 suppliers, with...
Tuesday 7 January 2025
South Korea shifts chip exports away from China as Taiwan, US market surge
South Korea's semiconductor industry is rapidly diversifying its export destinations away from China, with Taiwan and the US emerging as increasingly important markets amid ongoing...
Tuesday 7 January 2025
Chinese firms seek to recruit former Samsung VP amid advanced packaging talent rush
Samsung Electronics' packaging R&D chief J. C. Lin has recently resigned after a two-year tenure. Following the development, reports have emerged that Chinese semiconductor firms...
Tuesday 7 January 2025
With IntelliEPI on China's export control list, direction of its GaSb semiconductors becomes point of focus
The Ministry of Commerce of China has announced its export control list of American enterprises, including compound semiconductor manufacturer Intelligent Epitaxy Technology (IntelliEPI)...
Monday 6 January 2025
Tesla vs. BYD: close in BEV Sales, yet an unbridgeable gap remains?
The intense rivalry between BYD and Tesla in the realm of pure electric vehicles (BEVs) has garnered significant global attention. While BYD has come close to surpassing Tesla, briefly...
Monday 6 January 2025
The Kumamoto model's potential: ex-MITI official urges Japan-Taiwan-US chip alliance
Japan's semiconductor revival must not only involve Taiwan but also include strategic cooperation with the US, emphasized Kenzo Fujisue, a renowned Japanese scholar and former government...
Monday 6 January 2025
CXMT begins DDR5 mass production, reportedly validated by key Chinese server makers
ChangXin Memory Technologies (CXMT) is leveraging China's aggressive localization policies to advance toward mass production of DDR5 chips. Despite lingering concerns over production...
Monday 6 January 2025
TSMC's Kumamoto plant faces utilization ramp-up challenges amid automotive sector slowdown
While smartphone and PC markets show signs of AI-driven recovery, the global automotive sector's weak outlook for 2025 is impacting major semiconductor manufacturers including TSMC,...
Monday 6 January 2025
The US adds 13 firms to entity list, 11 based in China
The US Bureau of Industry and Security (BIS) has made amendments to the Export Administration Regulations (EAR), notably by adding 13 new entities to the Entity List. These additions...
Monday 6 January 2025
TEL CEO: AI to dominate 70% of global semiconductor market by 2030
Tokyo Electron Limited (TEL) forecasts the global semiconductor market will surpass US$1 trillion by 2030, with AI-related semiconductors driving 70% of the growth. To seize this...
Monday 6 January 2025
Reality check looms: Xiaomi joins China's AI model race amid market shakeout
After intense competition among numerous models in China, the artificial intelligence industry is poised for a shakeout. Major internet companies and startups are adjusting their...
Monday 6 January 2025
Samsung Display to unveil 18.1-inch foldable OLED panel at CES 2025
Samsung Display (SDC) is set to introduce its latest 18.1-inch foldable OLED panel at the upcoming Las Vegas-based CES 2025 on January 7, 2025. The innovative display can be folded...