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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 13 November 2024
TEL benefits from AI demand; revenue share from China projected to decline
Investment demand for chips used in generative AI is benefiting several Japanese semiconductor equipment manufacturers, with Tokyo Electron (TEL) raising its full-year profit outlo...
Wednesday 13 November 2024
SoftBank plans supercomputer With Nvidia Blackwell chips
SoftBank Group will be the first to build a supercomputer with chips using Nvidia's new Blackwell design, a demonstration of the Japanese company's ambitions to catch up on AI.
Wednesday 13 November 2024
EPC prevails in GaN patent case, halting Innoscience's US market entry
In the ongoing patent dispute over wide bandgap GaN technology, the US-based EPC announced on November 8 that the International Trade Commission (ITC) confirmed its preliminary ruling,...
Wednesday 13 November 2024
With CoWoS demand booming, fab equipment maker GPTC seeks to keep up with TSMC
Grand Process Technology Company (GPTC), a Taiwan-based semiconductor equipment company involved in the supply chain for TSMC's CoWoS packaging, aims to leverage the rising demand.
Wednesday 13 November 2024
Phison anticipates NAND tight supply in 2H25 as upstream manufacturers reduce production
Phison Electronics faced a 70% profit drop in the third quarter due to declining consumer demand and a substantial one-time loss. The company saw stable enterprise demands and a weak...
Wednesday 13 November 2024
Machvision invests in Hye Technology, eyes growth in advanced packaging
Machvision's board has approved a NT$274 million (US$8.6 million) strategic investment to acquire 13% of Hye Technology's common shares. The investment will represent 11.5% of Hye's...
Wednesday 13 November 2024
Audix expand AI servers testing and certification business
Audix Group chairman and president Yuan-kai Chung anticipates significant tariff changes in the US-China trade war once US President-Elect Trump assumes office. Additionally, overcapacity...
Wednesday 13 November 2024
PMIC firm GMT steps up non-consumer applications developments
Global Mixed-mode Technology (GMT), a supplier of power management IC (PMIC), has expanded into non-consumer electronics to avoid competition in mass-market applications.
Wednesday 13 November 2024
Peripheral IC firms eye growth in 2025 on AI server demand
Rising AI server shipments are reportedly prompting peripheral chip manufacturers to project substantial operational growth in 2025.
Wednesday 13 November 2024
Chinese fab toolmakers invest more in R&D amidst domestic replacement wave
Leading Chinese semiconductor equipment manufacturers, including ACM Research (Shanghai), AMEC, and Naura, have boosted their R&D investments to accelerate the development of...
Wednesday 13 November 2024
Passive component company Podak enters AI server supply chain amid 2025 demand shifts
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
Wednesday 13 November 2024
From the known to the unknown: Inside Zeiss's semiconductor journey
The semiconductor industry began in the early 1970s and is now the largest segment among Zeiss's four major divisions. Under President Andreas Pecher's arrangement, I met CTO Thomas...
Wednesday 13 November 2024
Trump's second term set to shake up US tech landscape: ripples across AI, semiconductors, EVs, and China ties
During his US presidential campaign trail, President-Elect Donald Trump vowed to overturn key Biden administration policies. Now, with his election victory, the tech sector awaits...
Wednesday 13 November 2024
TSMC now reportedly operates over half of global EUVs, weighs high-NA adoption
Each low-numerical aperture (NA) extreme ultraviolet (EUV) lithography system costs over US$100 million, making it one of the most expensive semiconductor manufacturing tools in history...
Tuesday 12 November 2024
TSMC board approves US$15 billion for new facility and advanced node capacity
TSMC's board of directors has approved capital appropriations of approximately US$15.48 billion for the primary purposes of new fab construction, the installation of fab facility...