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Thursday 6 March 2025
C.C. Wei-Trump meeting highlights Taiwan's irreplaceable semiconductor role, says TSMC supplier Gudeng Precision
On March 3, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) Chairman C.C. Wei met with US President Donald Trump at the White House, where both parties announced that TSMC...
Thursday 6 March 2025
Trump's push to repeal CHIPS Act puts Samsung at greatest risk
In his first congressional address of his second term, US President Donald Trump reaffirmed his commitment to repealing the CHIPS and Science Act, a policy shift that has unsettled...
Thursday 6 March 2025
US tightens screws ahead of China's Two Sessions; can Beijing's tech pioneers break the siege?
The US has imposed a 10% tariff on Chinese imports just ahead of China's annual Two Sessions meetings, heightening economic and geopolitical tensions. The move underscores Washington's...
Thursday 6 March 2025
GlobalWafers continues to invest in compound semiconductors despite market challenges
In recent years, the worldwide silicon carbide (SiC) and other compound semiconductors market has been hit by increased production capacity inside China's supply chain, leading to...
Thursday 6 March 2025
Behind the Scenes: How Mark Liu and Micron CEO Sanjay Mehrotra Are Forging a New Era in US Chip Strategy
Following his retirement as chairman of Taiwan Semiconductor Manufacturing Company (TSMC), Mark Liu shifted his focus to the United States. The latest announcement by Micron Technology...
Thursday 6 March 2025
TSMC's US$100 billion US push: Will Samsung, SK Hynix blink?
Coming on the heels of Donald Trump's second-term victory, TSMC has announced a staggering US$100 billion expansion in the US. This move has sparked debate about whether Samsung Electronics...
Thursday 6 March 2025
SoftBank's Arm to drive Malaysia's US$270 billion chip goals
Arm Holdings Plc has agreed to provide chip designs and technology to Malaysia over the next decade, to help catapult the Southeast Asian country beyond chip assembly and into more...
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,...