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Thursday 18 January 2024
TSMC expects about 6% revenue decrease in 1Q24
TSMC expects to post revenues of between US$18 billion and US$18.8 billion in the first quarter of 2024, a 6.2% sequential increase at the midpoint. Gross margin and operating margin...
Wednesday 17 January 2024
ITRI, TSMC partner to advance high-speed computing with SOT-MRAM
Taiwan's Industrial Technology Research Institute (ITRI) has partnered with Taiwan Semiconductor Manufacturing Company (TSMC) to conduct ground-breaking research into the design of...
Monday 15 January 2024
TSMC reportedly achieves smooth implementation of GAA for 2nm process
Taiwan Semiconductor Manufacturing Company (TSMC) is on schedule to implement its 2-nanometer node with the Gate-All-Around (GAA) technology, according to its supply chain partners,...
Tuesday 9 January 2024
Intel, Nvidia, Qualcomm compete in crowded automotive HPC battleground
Many companies have started to develop automotive high-performance computers (HPC), which enable advanced driver assistance systems (ADAS) and self-driving technology. Semiconductor...
Tuesday 2 January 2024
Hanmi Semiconductor in exclusive talks with Samsung for HBM process equipment supply
With the emergence of AI, the demand for High Bandwidth Memory (HBM) has surged, casting a spotlight on its intricate supply chain.
Wednesday 27 December 2023
Beyond the downturn: a glimpse into 2024's anticipated industry resurgence
As we venture into 2024, there's a sense of anticipation in the tech industry as demand for information and communication technology (ICT) products looks poised for a rebound. Vendors...
Friday 22 December 2023
Chip industry navigating growth and challenges in the evolving industry landscape
The importance of the semiconductor industry to Taiwan is self-evident. Among them, TSMC (Taiwan Semiconductor Manufacturing Company) holds a high global market share in advanced...
Wednesday 6 December 2023
High-end testing demand picking up for AI and HPC chips
IC backend houses such as Chunghwa Precision Test Tech (CHPT) and Sigurd Microelectronics have seen customers stepping up their pace of orders for high-end testing used mostly for...
Wednesday 29 November 2023
AWS and Nvidia unveil Project Ceiba and bring GH200 into Cloud
Nvidia co-founder and CEO Jensen Huang showed up at the AWS re:Invent conference and announced a strategic collaboration between the two companies. AWS will become the first cloud...
Tuesday 28 November 2023
IC testing firms upgrade gear for lucrative AI and HPC market
As the semiconductor industry gears up for substantial growth driven by the burgeoning fields of AI and High-Performance Computing (HPC), supply chain stakeholders are keenly eyeing...
Monday 27 November 2023
Challenges remain as system integrators self-developed chips against established IC design houses
As the AI era arrives, cloud service providers (CSP) have increasingly recognized the importance of high-performance computing (HPC) chips, and system integrators, hardware manufacturers,...
Monday 27 November 2023
Infortrend operations remain stable due to AI-driven data storage increase
AI has driven demand for big data analysis and has jointly boosted the momentum of the storage industry. Storage provider Infortrend pointed out that in previous years, the storage...
Wednesday 22 November 2023
IC substrate market poised to decline in 2023
The global IC substrate market is poised to decline about 30% in 2023 as ABF substrate demand fails to pick up as anticipated, according to industry sources.
Tuesday 21 November 2023
IC backend houses see HPC chip order ramp-up
Taiwan-based IC backend houses are optimistic about their sales prospects for 2024, citing robust HPC chip orders.
Monday 13 November 2023
China chip industry expert warns against blind pursuit of import substitution
In a keynote speech at the 2023 International Conference on Computer-Aided Design (ICCAD) in Guangzhou, China, Wei Shaojun, who is Vice President of the China Semiconductor Industry...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research