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Friday 31 January 2025
DeepSeek's disruption: what it means for TSMC and the AI supply chain
Artificial Intelligence (AI) is an unstoppable trend. The US will remain strong, not just with OpenAI. Since DeepSeek has broken through the existing frameworks of Chinese enterprises...
Friday 31 January 2025
DeepSeek disruption: Could China's supply chain take the lead?
Just before the Lunar New Year celebrations around the world, a black swan emerged, plunging the global technology industry into a state of extreme uncertainty.
Friday 31 January 2025
CHPT co-founder outlines new AI strategies to tackle challenges and seize growth opportunities in Taiwan's semiconductor market.
The semiconductor industry is swiftly advancing due to high-performance computing and AI smartphones, creating opportunities for AI semiconductors. With the growing demand for advanced...
Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote...
Thursday 30 January 2025
Taiwan's mature chip makers need their own major league
Recent US Section 301 tariffs targeting China's semiconductor industry have spotlighted the mature process segment. While the definition of mature processes remains somewhat fluid,...
Wednesday 29 January 2025
DeepSeek's AI Ambitions: Liang Wenfeng Reflects on China's Tech Rise
In the context of fierce global competition in artificial intelligence (AI), DeepSeek has emerged as a significant player, stirring excitement in Silicon Valley.
Wednesday 29 January 2025
2D FET gaining attention for overcoming challenges in logic chip miniaturization
During the keynote speech at the IEEE International Electron Devices Meeting (IEDM) held at the end of 2024, 2D Field Effect Transistors (2D FET) and carbon nanotubes were mentioned...
Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025...
Friday 24 January 2025
China's market uncertainty makes Japanese toolmakers bet on AI
Amid uncertainties in the Chinese market and reduced spending by automotive chip and power semiconductor manufacturers, Japanese semiconductor equipment makers have revised their...
Friday 24 January 2025
Samsung on high alert as CXMT reportedly adopts 1z Process for DDR5 mass production
China's Changxin Memory Technologies (CXMT) has reportedly adopted the 1z process for its 10nm-class DDR5 production, prompting heightened concern at Samsung Electronics, which is...
Friday 24 January 2025
China pledges greater market access, warns against trade war consequences
During the World Economic Forum in Davos, Switzerland, China's Vice Premier Xuexiang Ding stated that there are "no winners" in a trade war while acknowledging the numerous difficulties...
Friday 24 January 2025
Screen to boost semiconductor equipment production capacity by 20% to meet AI demand
Japanese semiconductor cleaning equipment manufacturer Screen plans to increase its semiconductor manufacturing equipment production capacity to 120% of the 2023 level by fiscal year...
Friday 24 January 2025
From graphene to next-gen materials, the upcoming 2D FET
Since the discovery of graphene in 2004, research over the past two decades has advanced the use of 2D materials in semiconductor manufacturing, with academia playing a crucial role...
Friday 24 January 2025
China wafer foundry industry revenues rise 16% in 2024 and to pick up further in 2025, says DIGITIMES Research
China's wafer foundry industry will generate US$13.22 billion in revenue in 2024, representing a 16% year-on-year growth, slightly exceeding the global growth rate of 14%. The revenue...
Friday 24 January 2025
Trump policies drive supply chain shift to Arizona
As TSMC's Arizona semiconductor fab prepares to begin mass production, the local semiconductor supply chain continues to strengthen. Industry experts suggest that if Trump promotes...