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Friday 21 February 2025
Intel on the brink: boardroom battles, Trump's policies, the TSMC dilemma
With geopolitical tensions reshaping the semiconductor landscape, Intel's future hinges on decisions made by its board, the Trump administration, and Wall Street investors eyeing...
Friday 21 February 2025
Forcera enters global semiconductor supply chain with advanced equipment consumables
Forcera Materials is set to be listed on the stock exchange in late March. As one of the few Taiwanese companies with fully integrated capabilities in advanced ceramic material R&D,...
Friday 21 February 2025
Trump's transactional tactics threaten Taiwan's advanced semiconductor future
There is a growing sense of unease in Taiwan, driven by what is perceived as a transactional approach from US President Donald Trump. Trump's reported interest in acquiring 50% of...
Friday 21 February 2025
Could TSMC's Intel stake tip scales against Samsung?
Reports indicate that TSMC is contemplating acquiring a stake in Intel's foundry business, a development that could significantly impact Samsung Electronics. This speculation arises...
Thursday 20 February 2025
Reversal of trends in the semiconductor industry (1): From vertical integration to value chain deconstruction
Over the past 70 years of semiconductor industry development, there has been a significant shift towards deconstructing the industrial value chain into individual value chain nodes...
Thursday 20 February 2025
Force-MOS projects lower legal costs, stable growth in 2025
Force-MOS Technology, currently involved in litigation with Asus, saw its profitability impacted by substantial legal fees in 2024. According to market analysts, the company needs...
Thursday 20 February 2025
Taiwan's semiconductor dominance: Strategic asset or economic vulnerability?
As US President Donald Trump continues to make statements about Taiwan's semiconductor industry, concerns are rising that the US might replicate its past tactics of undermining Japan's...
Thursday 20 February 2025
Trump's proposed 25% tariffs on automotive and chip imports have caused 'chaos' among industry leaders
US President Donald Trump announced plans to impose 25% tariffs on auto imports, semiconductors, and pharmaceuticals starting as early as April 2, with potential increases over time...
Thursday 20 February 2025
Xintec expands investment to boost testing capacity, reshapes strategy for growth
Surging demand for artificial intelligence (AI) is pushing TSMC to expand its advanced packaging capacity. As a key testing partner, Xintec—a TSMC-affiliated outsourced semiconductor...
Thursday 20 February 2025
China to tighten grip on rare earth mining for non-state firms
China plans to prohibit non-state companies from mining rare earths, further tightening its control over a strategic sector that has emerged as a battleground in its trade war with...
Thursday 20 February 2025
Taiwan AI supply chain gears up for next boom as Nvidia GPU demand surges
The advent of DeepSeek and other factors are contributing to the current shortage of Nvidia's GPUs, as Taiwan's AI industry supply chain is on the brink of entering its third wave...
Thursday 20 February 2025
Siemens streamlines design flows for TSMC 3DFabric technologies
Siemens Digital Industries Software announced the readiness of an automated and certified workflow for TSMC's InFO packaging technology, leveraging Siemens' advanced packaging integration...
Thursday 20 February 2025
SMIC expands Beijing fab as capital spending holds steady in 2025
SMIC is advancing the second phase of its Beijing wafer fab, set to break ground in early 2025. The project, expected to be the city's largest logic IC foundry, comes with a total...
Wednesday 19 February 2025
Taiwanese automotive component makers pivot to AI, semiconductors, and healthcare
The rapid rise of AI-driven applications in smart healthcare, semiconductors, and data storage has pushed many Taiwanese companies traditionally focused on automotive components to...
Wednesday 19 February 2025
Young Optics shifts focus to CPO amid declining micro-projection, 3D printing revenue
Young Optics' consolidated revenue declined by 14.6% year over year in 2024 to NT$2.572 billion (US$78.7 million), largely due to competition from Chinese mid-range single-panel LCD...