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Monday 21 October 2024
Micron, Intel, Tesla get hit with collateral damage from China's national security measures
China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing...
Monday 21 October 2024
Intel, AMD forge x86 alliance to set industry standards amid rivalry
Intel and AMD have established a joint advisory group to accelerate the growth of the x86 ecosystem. While maintaining their competitive stance, both companies are committed to collaborating...
Monday 21 October 2024
Applied's new RuCo combination stabilizes 2nm process yields for TSMC and Samsung
Applied Materials (Applied) has announced the use of a new material, ruthenium (Ru), in equipment designed to enhance efficiency in advanced semiconductor processes. This initiative...
Monday 21 October 2024
TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei
TSMC's impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention to potential challenges. Two key concerns have emerged:...
Monday 21 October 2024
Weekly news roundup: Samsung reportedly lowers HBM production target by 10%
These are the most-read DIGITIMES Asia stories in the week of October 14 - October 20.
Friday 18 October 2024
TSMC Denies Huawei Chip Allegations; Industry Insiders Weigh In
Rumors have surfaced that the U.S. Department of Commerce is investigating whether Taiwan Semiconductor Manufacturing Company (TSMC) violated U.S. export regulations by producing...
Friday 18 October 2024
Qualcomm holds off on Intel acquisition bid, eyeing post-election landscape
Reports suggest that Qualcomm will wait until after the US presidential election to decide whether to make an acquisition offer for Intel. Any transaction affecting Intel's business...
Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client...
Friday 18 October 2024
ASML's 3Q24 report reveals diverging paths in wafer manufacturing
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market...
Friday 18 October 2024
Infinera secures US$93 million CHIPS Act funding to expand photonic chip production and packaging
The US Department of Commerce has partnered with Infinera through the CHIPS and Science Act, signing a non-binding memorandum to provide up to US$93 million in funding. This investment...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Friday 18 October 2024
Immersion cooling to cause major system overhaul and supply chain transformation
Many manufacturers are optimistic about liquid cooling solutions as artificial intelligence (AI) applications push cooling needs to the limits of current air-cooling systems. However,...
Friday 18 October 2024
Joo-Sun Choi reportedly returning to Samsung's DS division at year's end after successful stint as SDC president
With Samsung Electronics recently announcing disappointing preliminary financial results for the third quarter of 2024, the upcoming personnel and organizational restructuring at...
Friday 18 October 2024
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server chips is forecast to increase by over threefold in 2024...
Holtek
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