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Monday 25 November 2024
Bessent at treasury may give China breathing room over tariffs
President-elect Donald Trump's pick of Scott Bessent as Treasury secretary may give Beijing room to negotiate with the US over their trade tensions, in part due to his moderate stance...
Monday 25 November 2024
Apple's Cook joins CEO summit with Chinese Premier on trade
Apple CEO Tim Cook joined more than 20 corporate leaders in discussions with China's premier Monday, as global companies grapple with potential trade disruptions and economic uncer...
Monday 25 November 2024
STMicroelectronics partners with Hua Hong Semiconductor to boost local production in China's EV market
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics...
Monday 25 November 2024
The 7nm chip sanctions on China: impact on large-scale chips, CoWoS processes
On November 8, news broke that China's 7nm chip manufacturing supply was cut off, prompting major foundries like TSMC and Samsung Foundry to remain silent. However, recent reports...
Monday 25 November 2024
Strict scrutiny of wafer qualification paves the way for 7nm technology restrictions
According to findings from China's semiconductor think tank, ICwise, the US Department of Commerce's (DOC) recent sanctions differ slightly from previous measures.
Monday 25 November 2024
High-value demand boom: AI chips drive Samsung, SK Hynix US 2024 revenue surge
In 2024, Samsung Electronics and SK Hynix saw their US semiconductor revenue surge, driven by robust demand from AI-focused tech firms and data centers. This growth stemmed from increased...
Monday 25 November 2024
China leads global offshore wind race as India plays catch-up
In the rapidly evolving landscape of global offshore wind energy, China has emerged as the undisputed frontrunner, while India is just beginning to explore this sector. Industry experts...
Monday 25 November 2024
Weekly news roundup: Trump's return casts shadow over TSMC's AI chip expansion
Semiconductor Week in Review (Nov 17 - 23):
Monday 25 November 2024
JDI shifts from China OLED plans post-Trump win, eyes glass substrate business
Japan Display Inc. (JDI) anticipates its eleventh consecutive year of net losses and plans to pivot from displays to growth sectors such as semiconductor packaging substrates and...
Monday 25 November 2024
Samsung's HBM3E availability remains uncertain for Nvidia's Blackwell
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution...
Friday 22 November 2024
Trump-style 'Made in USA' could end tariff exemptions for China-made notebooks and smartphones
Donald Trump's expected return to the White House on January 20, 2025, has intensified speculation over his trade policy plans. Liu, Director of the Regional Development Study Center...
Friday 22 November 2024
Japan plans to allocate JPY10 trillion to support seven-year initiative in semiconductors, AI
The Japanese government is preparing to provide over JPY10 trillion (approx. US$65 billion) in support for the semiconductor and AI industries by the fiscal year 2030 (April 2030...
Friday 22 November 2024
Foldable market surges: 22% growth in 2024 through Asia-Pacific region and premium innovations
The foldable smartphone market is set to expand significantly in 2024, with a projected growth rate of 22%, far surpassing the overall smartphone market's estimated 5.8% growth, according...
Friday 22 November 2024
Taiwan evaluates potential impact of Trump's proposed China trade status revocation
President-elect Donald Trump has announced his plan to name Howard Lutnick, a prominent China critic, as Secretary of Commerce. Lutnick will oversee the management of US tariffs and...
Friday 22 November 2024
JSR sets up EUV photoresist plant in South Korea to meet semiconductor demand
Japanese photoresist leader JSR is building a production base in South Korea to manufacture metal-oxide resists (MOR), a critical material for extreme ultraviolet (EUV) lithography...