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Tuesday 21 January 2025
China countermeasures target US mature process chips, TI underfire
In response to US sanctions and subsidies benefiting American chipmakers, China has announced countermeasures targeting the industry. Among the few American companies dominating this...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Tuesday 21 January 2025
Socionext eyes 2nm chip development, weighs Rapidus as TSMC alternative
Socionext, a Japanese IC design house, is advancing plans to develop semiconductor products utilizing 2nm process technology in North America. While the company considers Rapidus,...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Monday 20 January 2025
Rohm Semiconductor to replace president amid first projected loss since 2012
Rohm Semiconductor, a leading Japanese electronics company, is poised to incur a consolidated net loss of JPY6 billion (US$39 million) for fiscal year 2024 (April 2024 - March 2025),...
Monday 20 January 2025
GlobalFoundries to invest US$575 million in advanced packaging center in the US
GlobalFoundries has unveiled plans to invest US$575 million in a cutting-edge advanced packaging and photonics center at its Malta, New York, facility. This ambitious project is designed...
Monday 20 January 2025
TSMC secures first US$1.5 billion subsidy, expects funding continuity under Trump
Despite concerns over President-elect Trump's criticism of Taiwan's alleged semiconductor industry appropriation, TSMC's CFO Wendell Huang expressed confidence that the company will...
Monday 20 January 2025
WT Microelectronics expects AI-driven surge in 2025, optimistic about recovery in automotive and industrial sectors
Taiwan-based electronics distributor WT Microelectronics has steadily expanded its global distribution network following the completion of its acquisition of Future Electronics. The...
Monday 20 January 2025
Nextin expands the 3D NAND testing equipment market
Recently, South Korean testing equipment provider Nextin is reportedly in discussions to supply testing equipment to Japanese NAND Flash manufacturer Kioxia. If the negotiations work...
Monday 20 January 2025
Arm's rumored chip plans and price hikes siren mobile SoC makers concerns
International media reports about Arm's internal discussions regarding significant licensing fee increases for its Armv9 architecture and potential chip development plans have sparked...
Monday 20 January 2025
Trump 2.0 raises stake for South Korea semiconductor industry
As Donald Trump returns to the White House, South Korean industries are closely monitoring the potential implementation of anticipated executive orders and their implications for...
Monday 20 January 2025
Jensen Huang's 55-hour visit to Taiwan: key meetings and their significance
Nvidia CEO Jensen Huang wrapped up a fast-paced 55-hour visit to Taiwan, underscoring the country's role in the global AI and semiconductor industries. During his stay from January...
Monday 20 January 2025
Trump's uncertain policy direction raises concerns among chipmakers
Recent reports indicate that upon taking office, Trump will swiftly sign numerous executive orders. Many semiconductor manufacturers have expressed that while artificial intelligence...