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Wednesday 9 October 2024
Samsung rules out foundry spin-off, citing technical challenges and strategic market priorities
Samsung Electronics issued a rare public apology on October 8, 2024, causing ripples across the semiconductor industry.
Wednesday 9 October 2024
AMD set to become second largest client of TSMC's US fab; hinted at one year ago
TSMC's Fab 21 in Arizona has not yet fully commenced its first phase of mass production, but it is already producing Apple's A16 chip. Additionally, AMD may become the second major...
Wednesday 9 October 2024
China unveils domestic GPU ecosystem to reduce Nvidia dependence
China Mobile recently unveiled a chip architecture migration tool called "Xinhe" as part of the country's efforts to decrease its dependence on Nvidia's computing chips. The tool...
Wednesday 9 October 2024
TSMC reports 39.6% annual rise in September sales

On October 9, TSMC announced its financial results for September 2024.

Wednesday 9 October 2024
August semiconductor sales rise 20.6% with robust demand in Americas, says SIA
The Semiconductor Industry Association (SIA) has reported that global semiconductor industry sales amounted to US$53.1 billion in August 2024, reflecting a 20.6% rise from US$44 billion...
Wednesday 9 October 2024
Why would TSMC increase stake investment in a mature-node foundry affiliate?
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International...
Wednesday 9 October 2024
CHIPS Act waives environmental reviews, but power challenges persist
On October 2, 2024, US President Joe Biden signed new legislation allowing semiconductor fabs funded under the CHIPS and Science Act to bypass federal environmental review requirements...
Wednesday 9 October 2024
Taiwan's renewable energy shortage threatens semiconductor expansion
Taiwan's limited renewable energy supply is emerging as a potential bottleneck for its semiconductor sector, with ripple effects likely as other industries also intensify their demand...
Wednesday 9 October 2024
TSMC and Amkor collaboration completes key puzzle piece in US chip manufacturing
Amkor, a major US semiconductor packaging and testing company, received a US$400 million subsidy under the CHIPS Act to build a new plant in late July and will collaborate with TSMC...
Wednesday 9 October 2024
Intel's geopolitical significance dampens acquisition rumors
Pat Gelsinger, Intel's CEO, maintains composure amid speculation about a potential Qualcomm takeover of Intel. While the media has not obtained any direct response from Gelsinger,...
Wednesday 9 October 2024
Semiconductor supply chain mixed about China economy stimulus policy
China's stimulus packages have received mixed responses from players in Taiwan's semiconductor supply chain, with some believing they will inject momentum into the Single's Day shopping...
Tuesday 8 October 2024
Foxconn and Nvidia to jointly build the world's largest GB200 production line
Foxconn Technology Group officially launched its two-day Hon Hai Tech Day (HHTD) on October 8, featuring discussions on driving the next wave of industrial revolution in partnership...
Tuesday 8 October 2024
Nvidia partner Hon Hai boosts capacity to meet 'crazy' AI demand
Hon Hai Precision Industry Co. plans to boost server capacity to meet stronger-than-anticipated demand for Nvidia Corp. chips used to develop AI, reflecting its expectations that...
Tuesday 8 October 2024
Power IC demand picking up; return of international IDMs a concern
The power semiconductor market is recovering from its downturn, with demand starting to pick up, according to industry sources from China and Taiwan.

The industry generally...
Tuesday 8 October 2024
NAND flash market faces cost crunch: Samsung and SK Hynix buck the trends eyeing expansion
Despite AI-driven growth in the NAND flash market, the rising costs of technological transitions remain a major hurdle.