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Friday 11 April 2025
Trump's trade tariff rhetoric casts long shadow over global semiconductor supply chains
President Donald Trump's recent tariff proposals have sent ripples through the global semiconductor industry, raising concerns about supply chain stability and prompting companies...
Friday 11 April 2025
Taiwan, US experts warn of shifting AI landscape among trade tensions
As global trade dynamics evolve and AI reshapes economies, former Taiwanese Minister John Deng and Intel's ex-Chief Trade Officer Jeff Rittener offered sobering insights into the...
Thursday 10 April 2025
2025 electronics distribution industry outlook: Navigating the opportunities and challenges
In the landscape of 2025, the electronics distribution industry presents significant opportunities and challenges. Demand across key sectors continues to climb, and by mid-year, it...
Wednesday 9 April 2025
Trump's tariffs ignite widespread concern as TSMC lowers financial forecast
The reciprocal tariffs will take effect on April 9, 2025, with the Trump administration. Currently, there seems to be little chance for other countries to reverse this trend. Although...
Wednesday 9 April 2025
The Great Tech Reset 7: China's ambitious roadmap to semiconductor self-sufficiency
Compared to the wafer fabrication industry, which is highly restricted by equipment limitations, China's IC design sector—based on the opportunities within its domestic market—appears...
Monday 7 April 2025
China semiconductor's Deepseek moment? SiCarrier lithography claims meet skepticism
SiCarrier, once a little-known name in China's chip sector, has jolted the semiconductor industry with bold claims of breakthroughs in photolithography—a field long ruled by...
Tuesday 1 April 2025
Cutthroat and Cornered: China's chip sector risk self-cannibalization
SEMICON China 2025 opened at the Shanghai New International Expo Centre to large crowds and packed booths, a full display of China's forward momentum for its semiconductor industry...
Tuesday 1 April 2025
The Great Tech Reset 3: Behind the decades of expertise anchoring global supply chains
Between the 1960s and 1980s, the semiconductor industry primarily used a vertically integrated model covering all aspects, from equipment to materials. This approach disadvantaged...
Thursday 27 March 2025
Rapidus partners with Quest Global to advance 2nm chip development
Japanese semiconductor foundry Rapidus has signed an MoU with Singapore-based IC design contractor Quest Global to collaborate on the design and production of its upcoming 2nm chips...
Tuesday 25 March 2025
AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment...
Tuesday 25 March 2025
Will Intel's new CEO pull the trigger on spinoff?
Intel's foundry business appears headed for a potential spinoff under newly appointed CEO Lip-Bu Tan, according to comments from semiconductor industry analyst Eric Chen, who is now...
Monday 24 March 2025
Europe's semiconductor push: industry demands 'Chips Act 2.0' to fix supply chain gaps
The European semiconductor industry is urging the European Commission (EC) to update the European Chips Act, broadening its scope beyond manufacturing to include chip design, materials,...
Tuesday 18 March 2025
VPEC eyes growth in AI data centers, robotics, and others with SiPh advancements
The compound semiconductor industry is optimistic about the continued growth of the AI data center market. In addition to core computing chips, silicon photonics (SiPh) technology...
Monday 17 March 2025
India roundup: VCI Global to establish India's first semiconductor wire plant in Chennai
India's semiconductor industry is experiencing growth with key investments, such as VCI Global's semiconductor wire plant and Jabil's second factory. However, challenges persist,...
Saturday 15 March 2025
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES
On March 12, 2025, Intel appointed semiconductor industry veteran Lip-Bu Tan as its new CEO, a move that has garnered significant industry attention. DIGITIMES analyst Eric Chen notes...