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Monday 11 November 2024
Weekly news roundup: TSMC's Arizona milestone looms as global chip industry navigates political, technical crossroads
Semiconductor Week in Review (Nov 3 - 9): The semiconductor industry faces a transformative moment as TSMC readies its Arizona fab's politically-charged December opening and Intel's...
Monday 11 November 2024
TSMC poised to expand advanced chips production in the US during Trump second term
Following Donald Trump's victory in the recent US presidential election, there are rising concerns about how his administration's policies might impact Taiwanese suppliers. Macronix...
Friday 8 November 2024
Taiwan notebooks, 3Q 2024

Introduction

Friday 8 November 2024
Taiwan's semiconductors: key AI asset poised to withstand US political shifts
The resilience of Taiwan's semiconductor industry remains unwavering, even as the US undergoes political transition. This perspective was shared by Etron Technology Chairman Nicky...
Friday 8 November 2024
Trump 2.0 could push TSMC's 2nm production to US, Taiwan official signals inevitable shift
The future of Taiwan's semiconductor strategy faces new questions following Donald Trump's election victory, particularly regarding TSMC's commitment to keeping its most advanced...
Friday 8 November 2024
Wafer Works launches 12-inch semiconductor fab in Taiwan to power global AI and EV growth
Wafer Works is building a 12-inch wafer fab in Erlin, Changhua County, with a monthly capacity of 200,000 units to meet global demand. The topping-out ceremony is scheduled for December...
Friday 8 November 2024
AI agents and workflows are the next frontier in generative AI, says Andrew Ng
Two years into the AI boom, the industry has begun searching for the next trend of the new age. DeepLearning.AI General Partner Andrew Ng suggests that while much attention in generative...
Friday 8 November 2024
TSMC exec sees broad trend of collaboration in response to Trump tariff threats
According to TSMC Senior Vice President and Deputy Co-COO Cliff Hou, Taiwan's strong partnership with the US spanning decades is expected to continue despite the upcoming administration...
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...
Friday 8 November 2024
Taiwan semiconductor sector's renewable energy demand rises, regulatory flexibility is key
Norman Tsai, Chairman of INA Energy and President of the Taiwan Photovoltaic Industry System Association (TPiSA), emphasized that Taiwan's advanced semiconductor manufacturing sector...
Thursday 7 November 2024
Taiwanese IC lead frame provider to expand capacity in Malaysia
Taiwan-based CWTC's board has approved several key resolutions, including the third-quarter 2024 profit distribution plan and a US$20 million cash capital increase for its Malaysian...
Thursday 7 November 2024
Trump's return sparks rise of a 'new triad of ideologies,' says Pegatron chairman
The US presidential election has concluded, with Trump's return to the White House drawing global attention. As observers worldwide monitor how the new administration's policies may...
Thursday 7 November 2024
Arizona and Taiwan boost aerospace, defense partnerships amid rising demand for local supply chains
US defense technology companies are increasingly looking to Taiwan as a critical manufacturing base and supply chain partner, as revealed during a recent Arizona-led trade delegation...
Thursday 7 November 2024
Transcend expects 4Q24 spot memory price drops to stabilize
The memory module industry faces significant challenges in the fourth quarter of 2024, with Transcend Information experiencing substantial inventory depreciation losses amid plummeting...
Thursday 7 November 2024
Silicon Valley shifts right: What Trump's return to power means for tech and Taiwan
California's Silicon Valley, historically a liberal and progressive stronghold, has long served as a major base for the Democratic Party. However, during the 2024 presidential election,...
megawin
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research