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Thursday 6 March 2025
GlobalWafers anticipates return to growth in 2025, no adjustment notice received for US chip subsidies
GlobalWafers, a silicon wafer company that experienced revenue and profit declines in 2024, anticipates a return to growth in 2025. The Taiwan-based company also stated that it has...
Thursday 6 March 2025
Himax, PSMC and Tata partner to boost India's semiconductor ecosystem
Himax Technologies has signed a memorandum of understanding (MOU) with Tata Electronics and Powerchip Semiconductor Manufacturing (PSMC), the India electronic giant's foundry partner,...
Thursday 6 March 2025
Micron appoints ex-TSMC chair Mark Liu to boost AI strategy
Micron Technology Inc. has named former TSMC chairman Mark Liu to its board of directors, marking his first board appointment at an international semiconductor firm since stepping...
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Thursday 6 March 2025
Inside TSMC's US$100 billion US expansion: unraveling the geopolitical stakes
At the end of 2024, TSMC initiated bulk production at its Arizona wafer fab. C. C. Wei, chairman and CEO of TSMC, announced an additional investment of US$100 billion on March 4,...
Thursday 6 March 2025
Intel foundry future in limbo: Analysts push for exit amid ex-board alarm
Citi semiconductor analyst Chris Danely recently told CNBC in an interview that Intel needs to get rid of its wafer foundry business, which means it needs to exit the wafer foundry...
Thursday 6 March 2025
Taiwan's Ministry of Economic Affairs: TSMC's US investments don't undercut our semiconductor core
In response to TSMC's recent investment of US$100 billion in the US, Taiwan's Ministry of Economic Affairs (MOEA) stated on March 5 that the government has maintained a long-term...
Wednesday 5 March 2025
Trump calls for termination of CHIPS Act at first address to Congress
On March 5, US President Donald Trump delivered his first address to a joint session of Congress since taking office. He opened by stating that despite facing economic headwinds,...
Wednesday 5 March 2025
TSMC's massive US expansion tests Trump's labor strategy, says DIGITIMES analyst
With geopolitical pressures intensifying rapidly after Trump's inauguration as President of the US, TSMC announced on March 4, 2025, that it would invest an additional US$100 billion...
Wednesday 5 March 2025
'Washington Effect' Fuels TSMC's $165 Billion Investment in the US AI Race
TSMC is making a high-stakes move in the global AI race with its US$100 billion expansion in the United States, bringing its total US commitment to US$165 billion. The investment...
Wednesday 5 March 2025
China's subsidies ignite chip demand surge—but can it last?
China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked...
Wednesday 5 March 2025
Ardentec to kick off production at new plant in 2Q25
Wafer-probing specialist Ardentec anticipates commencing operations at its new plant in Longtan, northern Taiwan, in the second quarter of 2025.
Wednesday 5 March 2025
TSMC charts US$100 billion course through Trump 2.0 storms
Before the official announcement, there was widespread speculation about TSMC's decision to invest an additional US$100 billion in the US. While reactions to the plan were varied,...
Wednesday 5 March 2025
Foxconn mega-AI plant ready in a year despite Trump tariffs
Foxconn's planned mega-AI server plant near Guadalajara, Mexico, will complete construction in a year despite the threat of new tariffs from President Donald Trump, according to Jalisco...
Wednesday 5 March 2025
Commentary: TSMC's $100B US expansion may force tech giants to shoulder the bill
Following TSMC's announcement of an extra US$100 billion investment in the US, it is anticipated that securing US financing will become more challenging for TSMC's expanding US ventures...