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Friday 7 February 2025
Malaysia says chipmakers face minimal impact from US tariffs
New tariffs by the US on some countries will have a minimal impact on Malaysia's semiconductor exports, for now, according to Trade Minister Zafrul Aziz.
Friday 7 February 2025
DeepSeek may help China achieve semiconductor self-sufficiency
The advent of DeepSeek is expected to promote China's goal of achieving self-sufficiency in semiconductor development, according to sources at semiconductor equipment companies.
Friday 7 February 2025
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology
In a recent episode of In Good Company—hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and CEO of ASML, delivered...
Friday 7 February 2025
Taiwan OSATs benefit from order transfers amid US-China tariff tensions
Following the resumption of US-China trade tensions under President Trump's administration, which imposed a 10% tariff on Chinese imports, along with former President Biden's tiered...
Friday 7 February 2025
Power semiconductor makers face OSAT relocation hurdles
The G2 semiconductor rivalry has intensified following President Donald Trump's return to office. While the power semiconductor industry continues to operate under the IDM model,...
Friday 7 February 2025
APEC targets AI-driven growth, pricing pressure persists amid stable demand
Advanced Power Electronics Co. (APEC) is targeting sustained revenue and gross profit growth through 2025, with a focus on improving gross margins and achieving double-digit revenue...
Friday 7 February 2025
IntelliEPI secures US$10.3 million Chips Act grant, sees record revenue growth
Intelligent Epitaxy Technology (IntelliEPI) chairman Yung-Chung Kao said the Trump administration continues to push domestic semiconductor firms to expand capacity and R&D. The...
Thursday 6 February 2025
SiPh progress exceeds TSMC's expectations; optical communication CPO heats up ahead of schedule
Despite TSMC estimating that the mass production of silicon photonic (SiPh) co-packaged optics (CPO) technology will still require more than one to one and a half years, the optical...
Thursday 6 February 2025
Taiwan US$9 billion chip innovation program draws massive private investment
A government-funded program promoting semiconductor innovation in Taiwan is gaining momentum, attracting substantial private-sector investments.
Thursday 6 February 2025
Taiwan claims superior GaN 8-inch process efficiency over Imec
Taiwan has announced that its domestically developed high-frequency gallium nitride (GaN) 8-inch process demonstrates greater efficiency compared to the technology developed by the...
Thursday 6 February 2025
GlobalFoundries names Tim Breen CEO, Tom Caulfield chair
GlobalFoundries Inc. (GF), the world's third-largest contract chip manufacturer, announced that Chief Operating Officer (COO) Tim Breen will succeed Tom Caulfield as CEO, while Caulfield...
Thursday 6 February 2025
Rohm reports 99.5% profit decline in 3Q24, shifts strategy toward foundry partnerships
Rohm Semiconductor has disclosed its consolidated financial results from April to December 2024, revealing a sharp downturn in revenue and profitability. The company's revenue decreased...
Thursday 6 February 2025
Premiumization drives Qualcomm's 1Q25 growth amid flat mobile market, cites TSMC price hikes and DeepSeek's impact
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation...
Thursday 6 February 2025
Huawei reports 2024 revenue, Ascend 910C hits 60% of Nvidia H100's AI performance
Huawei Chairman Howard Liang announced that 2024 revenue exceeded CNY860 billion (approx. US$118.6 billion) at the Guangdong Provincial Conference on high-quality development, driven...
Thursday 6 February 2025
Malaysia braces for impact of Trump's tariff plans amid reliance on China and US chip market
While Malaysia is not a direct target of Donald Trump's tariff war against trading partners, the Southeast Asian nation is concerned about potential impacts and is advocating for...