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Wednesday 25 December 2024
Taiwan govt US$900 million budget cut threatens tech subsidies and water infrastructure
The recently approved amendment to Taiwan's Act Governing the Allocation of Government Revenues and Expenditures has resulted in a NT$375.3 billion (approx. US$11.8 billion) annual...
Wednesday 25 December 2024
Samsung, TSMC diverge on panel materials for advanced packaging
Samsung Electronics and TSMC are advancing in next-gen fan-out panel-level packaging (FOPLP), but their strategies differ. Samsung is sticking with plastic, leveraging its experience...
Wednesday 25 December 2024
FCCL firm Taiflex expects 2025 growth from advanced packaging materials
Flexible copper-clad laminate (FCCL) maker Taiflex Scientific expects to gain growth momentum from new product lines in 2025 though the consumer electronics market will only see mild...
Wednesday 25 December 2024
US$5.2 billion subsidy finalized: Samsung's and SK Hynix's plans and concerns in the US
The US government has recently finalized the subsidy amounts for SK Hynix and Samsung Electronics (Samsung), with the two major South Korean companies receiving US$458 million and...
Wednesday 25 December 2024
US targets mature Chinese chips with Section 301 probe over dumping concerns
Having previously focused on advanced chips for AI, the US government is now targeting mature process semiconductors amid fears of Chinese dumping that could undermine American suppliers...
Wednesday 25 December 2024
Taiwan's drone suppliers face chip and production challenges
Amid escalating geopolitical conflicts, drones have emerged as a focal point in combat systems of the future.
Wednesday 25 December 2024
Geopolitical threats expand to mature wafer fabs as US launches Section 301 investigation against China
The Biden-Harris Administration has imposed export controls and technology restrictions on China's advanced chip sector from 2022 to 2024. Recently, the US announced the initiation...
Wednesday 25 December 2024
TEL targets 40% AI equipment revenue amid waning China demand
Tokyo Electron (TEL) aims to increase its revenue share from AI-related semiconductor equipment to approximately 40% by the fiscal year ending March 2026, up from the current 30%...
Wednesday 25 December 2024
Is US banning Chinese SiC components to save Wolfspeed?
The US has initiated a Section 301 investigation into China's mature manufacturing processes, specifically targeting silicon carbide (SiC) semiconductor production.
Wednesday 25 December 2024
China's top IDMs face headwinds amid SiC sector uncertainty
China's leading power semiconductor IDMs are making headlines as industry pressures mount: Hangzhou Silan Microelectronics has postponed two major projects, while Beijing Century...
Tuesday 24 December 2024
China advances in mature chip manufacturing amid geopolitical frictions
As US-Sino chip tensions rise, Beijing strengthens its position in mature process chip manufacturing, echoing its earlier solar panel strategy. While the US maintains a lead in advanced...
Tuesday 24 December 2024
US scrutiny of China's mature chip sector signals shifts in supply chains
The Biden administration is reportedly ramping up scrutiny of China's mature process chips during its transition period, potentially paving the way for tighter regulatory measures...
Tuesday 24 December 2024
Taiwan grapples with unpredictable AI power demands, govt outlined three-pronged strategy
While the semiconductor supply chain has driven Taiwan's recent surge in electricity use, a trend expected to continue, the exact power consumption requirements for AI remain uncertain...
Tuesday 24 December 2024
Hua Hong names new chair as investment firms gain control
Shanghai Hua Hong Group, a major wafer foundry in China, has made a surprise change of leadership, replacing Su-xin Zhang with Jian Qin as chairman.
Tuesday 24 December 2024
China-Taiwan trade recovers despite military tensions and tech war
Despite the recent military maneuvers by China's navy and coast guard that threaten Taiwan's security, as well as challenges within China such as a struggling real estate market,...
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