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Saturday 5 April 2025
The Great Tech Reset 5: Can the US regain its edge in semiconductor manufacturing?
Media reports suggest that US shipbuilding output is merely 1/200th of China's, allowing China to expand its navy at an astonishing rate. In fact, the total number of Chinese warships...
Friday 4 April 2025
As Intel's sleeping lion stirs under Lip-bu Tan, should Samsung be more worried than TSMC?
In recent months, there's been no shortage of chatter in global media about a so-called "TSMC-to-the-rescue" narrative surrounding Intel. Yet when Lip-bu Tan took the stage for his...
Friday 4 April 2025
TSMC, Intel reportedly reach preliminary deal on US fab JV amid tariff exemption on chips
TSMC and Intel have reached a preliminary agreement to establish a joint venture for operating a semiconductor fab in the US, Reuters reported, citing The Information...
Friday 4 April 2025
TSMC speeds up AI chip packaging expansion despite Nvidia's order cuts, targets future growth through collaboration with Intel
Despite rumors of reduced orders for advanced packaging capacities, Taiwan Semiconductor Manufacturing Company (TSMC) is ramping up its advanced packaging capacity to meet the growing...
Thursday 3 April 2025
Has Intel finally found its foundry-savvy CEO with Lip-bu Tan?
For the first 45 years after Intel's founding, from its first CEO Robert Noyce to its fifth, Paul Otellini, the company focused on perfecting the IDM (integrated device manufacturing)...
Thursday 3 April 2025
Jabil Unveils cutting-edge transceivers to power AI and data centers with Intel Tech
Jabil has introduced advanced transceivers capable of transmitting data at speeds reaching 1.6 Terabits per second, aimed at addressing the increasing demand from sectors such as...
Wednesday 2 April 2025
SEMI Country excerpt 5: Global perspective in the new digital era
During China's peak prosperity, Taiwan managed to survive under significant pressure. Now, freed from direct Chinese constraints, Taiwan continues to navigate challenges alongside...
Wednesday 2 April 2025
Made in China, built to compete: Loongson's 64-core server takes on Intel in HPC race
At the 2025 ZGC Forum, Chinese chipmaker Loongson introduced the 3C6000/D—its first dual-socket 2U server fully designed and manufactured in-house. The launch highlights China's...
Wednesday 2 April 2025
UMC-GlobalFoundries merger unlikely: talks stall and chip market sours
Amid growing concerns over semiconductor supply chain resilience and geopolitical tensions, industry speculation has emerged about potential consolidation in the global foundry sector...
Tuesday 1 April 2025
Acer targets SEA healthcare sector with AI eye-screening software
Acer Group will showcase its VeriSee AI ophthalmic screening software at the Malaysia Ophthalmology Conference from April 25-27, 2025, targeting the Southeast Asian healthcare market...
Tuesday 1 April 2025
TSMC's 2nm output targets 30,000 wafers monthly amid strategic challenges
Taiwan Semiconductor Manufacturing Company (TSMC) is poised to commence mass production of its 2-nanometer (nm) chips in the second half of 2025 as scheduled, with customer demand...
Tuesday 1 April 2025
GlobalFoundries-UMC merger could precede TSMC-Intel deal, says DIGITIMES analyst
Nikkei and Bloomberg have reported that GlobalFoundries is exploring a merger deal with UMC, a rumor UMC denied. Still, the speculation underscores US efforts to...
Tuesday 1 April 2025
Trump creates investment office to oversee Chips Act funds
President Donald Trump signed an executive order to establish an office within the Commerce Department to facilitate and speed up investments of more than US$1 billion in the US and...
Tuesday 1 April 2025
Lip-Bu Tan seeks US support to rebuild Intel Foundry, aims to secure 2-3 key customers
On March 31, at his first public appearance as CEO during the Intel Vision conference in Las Vegas, Lip-bu Tan outlined his strategy for Intel, which includes spinning off non-core...
Monday 31 March 2025
Intel undergoes strategic overhaul with new semiconductor-focused board
Intel is executing a significant transformation under new CEO Lip-Bu Tan, restructuring its board of directors to prioritize semiconductor-specific expertise in a bid to revitalize...