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Thursday 21 November 2024
Trump's tariff could spur development of 10 new US wafer fabs
President-elect Donald Trump has suggested implementing tariffs to address various economic issues, though the specifics of these policies remain uncertain until key appointments,...
Monday 11 November 2024
US directive halts TSMC's sub-7nm supply to China; Samsung, SMIC may fill gap amid AI funding and capacity strain
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry...
Wednesday 6 November 2024
Software-defined vehicles: the AI-driven race to unlock chip potential
Software-defined vehicles (SDVs) are at the forefront of automotive electronic innovation, and the surge in generative AI further amplifies software's transformative power. Yet, as...
Monday 4 November 2024
India roundup: Korean chipmakers lukewarm on India's semiconductor expansion
South Korean semiconductor firms have shown little interest in investing in India, even as U.S. and Japanese semiconductor companies begin to establish a presence there.
Tuesday 29 October 2024
Intel's US fab ambitions clash with election-year politics
In July 2022, Congress passed the CHIPS and Science Act, the largest-ever federal funding package for semiconductor manufacturing—a milestone Intel CEO Pat Gelsinger has devoted...
Thursday 17 October 2024
ASML slashes 2025 forecast as chip industry adjusts to post-pandemic realities
ASML's significant decline in net bookings indicates the semiconductor industry's adaptation to post-pandemic market conditions, which were previously disrupted by global chip supply...
Wednesday 16 October 2024
ASML's order plunge suggests Intel and Samsung pullback, potentially benefiting TSMC
ASML's latest financial results revealed that some chipmakers have slowed their investments. Analysts speculate that Intel and Samsung may be the ones cutting back, potentially easing...
Monday 14 October 2024
India roundup: India eyes global semiconductor hub status
India's chip ambitions continue to gain strong support from the U.S. Taiwan-based Delta Electronics remains optimistic about India's power solutions market, driven by the country's...
Friday 11 October 2024
Delta Electronics positions itself as a key power solutions provider for India's semiconductor surge
As India ramps up efforts to establish itself as a global semiconductor manufacturing hub, Taiwanese power management solutions provider Delta Electronics is positioning itself as...
Friday 4 October 2024
Chip demand for telecom projects to pick up in 2025
To raise network standards for the general public, governments around the world have been increasing their budgets for network infrastructure since 2023. Telecom operators, the networking...
Wednesday 2 October 2024
Enterprise SSD demand boosts NAND process development
The demand for enterprise-level solid-state drives (SSDs) has surged, resulting in price increases as cloud computing service providers (CSPs) actively raise capital expenditures,...
Friday 27 September 2024
Automakers in Europe, US, China face increased competition; Taiwan chipmakers seek breakthroughs
The competitive pressure on the automobile sectors in China, Europe, and the US has increased. In response, Taiwanese chipmakers involved in crucial supply chains seek breakthrough...
Wednesday 25 September 2024
Chinese chipmakers gearing up for Huawei's next flagship launch despite hefty cost
Huawei is preparing to launch its latest flagship Mate 70 series, a product bolstered by substantial government support and suppliers, particularly SMIC, who are reportedly sacrificing...
Friday 20 September 2024
Network chipmakers perceive inadequate demand visibility from China
China's telecom infrastructure tenders are not being implemented with enthusiasm, resulting in limited visibility for network chip orders from the sector, according to industry sou...
Wednesday 18 September 2024
Inventory dumping threatens DDR4 memory market
DRAM contract prices are expected to increase quarterly throughout 2024. However, inventory dumping has put pressure on DDR4 due to low demand for PC and mobile phone applications,...
Holtek
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