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Monday 25 November 2024
Raimondo's race against time: Intel, Samsung CHIPS Act deals hang in balance
As Donald Trump's inauguration fast approaches, Gina Raimondo, the US Secretary of Commerce, revealed to Politico that she instructed Commerce Department staff to work overtime...
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
Global semiconductor manufacturing industry shows strong momentum in 3Q24
The global semiconductor manufacturing industry demonstrated strong momentum in the third quarter of 2024, with all key industry indicators showing positive sequential increases for...
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
Nvidia's decline in gross margin amid Blackwell transition may not affect bigger picture
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
Monday 25 November 2024
Global wafer foundry industry to see over 10% CAGR in revenues from 2024-2029, says DIGITIMES Research
The global wafer foundry industry will grow by a compound annual growth rate (CAGR) of 11.5% from 2024 to 2029, reaching US$270 billion, driven by AI and high-performance computing...
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...
Friday 22 November 2024
Taiwan ready for 2nm chips in 2025, US must wait until 2028, says economic minister
Recent concerns have emerged about semiconductor technology transfer following Trump's victory in the 2024 presidential election, particularly given his previous statements about...
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
Inside TSMC IV: Reshaping the business development model for growth
"Deciding what not to do is as important as deciding what to do." —Steve Jobs
Friday 22 November 2024
Inside TSMC III: Restoring investor confidence through strategic PR
"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." —Warren Buffett.
Friday 22 November 2024
ESMT struggles with inventory backlogs, projects weak early 2025 market
Elite Semiconductor Microelectronics Technology Inc. (ESMT) expected a rebound in the memory market in the second half of 2024, driving an increase in wafer production. However, demand...
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...
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
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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