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Wednesday 12 February 2025
Chinese IC firms may shift 14nm orders to SMIC following TSMC's enforcement of BIS whitelist
TSMC has notified several Chinese IC design companies that their chips at 16/14 nanometers or smaller nodes lack "approved OSAT" status on the US BIS whitelist and proper certification...
Wednesday 12 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 4): who's really leading global chip exports?
Taiwan emerges as the world's largest semiconductor exporter after excluding Hong Kong's transit trade from calculations, according to trade data analyzed by DIGITIMES. While...
Wednesday 12 February 2025
DeepSeek remains tethered to Nvidia ecosystem despite Chinese AI chip support
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Tuesday 11 February 2025
Sumco to end silicon wafer production at Miyazaki plant by 2026
Japanese silicon wafer manufacturer Sumco has announced plans to cease silicon wafer production at its Miyazaki plant in Japan by the end of 2026, as part of its strategy to improve...
Tuesday 11 February 2025
iPhone slump reverberates through Taiwan's chip supply chain
Apple's iPhone revenue has fallen short of market expectations, slipping slightly year-over-year. The downturn is sending shockwaves through the mobile power amplifier (PA) sector,...
Tuesday 11 February 2025
Chinese AI firms grapple with TSMC's BIS whitelist restrictions
Industry players in China express mounting concerns as TSMC implements stricter controls on advanced chip production for Chinese customers. According to recent reports from Jiwei,...
Tuesday 11 February 2025
Onsemi eyes weak 1Q25 amid slow automotive market
Onsemi reported fourth-quarter revenue declined 15% year over year to US$1.72 billion, missing expectations. With lower margins and a weak first-quarter forecast, analysts express...
Tuesday 11 February 2025
Amkor forecasts weak 1Q25 on smartphone, auto slowdown amid Vietnam expansion plans
Amkor Technology reported lower-than-expected sales for the fourth quarter of 2024 and projects weaker first-quarter 2025 results, with analysts attributing the downturn to softening...
Tuesday 11 February 2025
Taiwan OSAT firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT facilities for back-end processing of sub-16nm chips. The...
Tuesday 11 February 2025
Why TSMC elects to reveal its earthquake loss figures now
In recent months, as the US has tightened its AI restrictions and unleashed disruptive tariff measures, many believe that TSMC will be the first to bear the brunt. However, after...
Tuesday 11 February 2025
Japan approves Rapidus investment plan with tax incentives, new semiconductor bonds
Japan's Cabinet approved amendments to the Act on the Promotion of Information Processing and the Act on Special Accounts on February 7, 2025. The proposal, which will undergo a National...
Tuesday 11 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 3): why Taiwan and South Korea avoid tariff wars
As the Trump administration considers tariffs on semiconductors imported into the US, which country would be most affected, and to what extent?
Monday 10 February 2025
Apple begins M5 chip mass production with TSMC and key suppliers from Japan, South Korea
Taiwan Semiconductor Manufacturing Company (TSMC) strengthens its dominance in advanced semiconductor manufacturing as Apple begins mass production of the M5 chip for MacBook and...
Monday 10 February 2025
Traditional industries seeking survival solutions: Is forming holding companies like WPG Holdings feasible?
While Taiwan's semiconductor and server sectors have thrived in recent years, traditional industries have faced mounting challenges. In response, the government has proposed encouraging...
Monday 10 February 2025
Can Trump's tariffs war be a boon for India's tech sector?
US President Donald Trump's proposed new semiconductor tariffs could create an unexpected windfall for India's growing tech sector, according to industry experts.