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Wednesday 2 October 2024
Taiwan's IC design houses expect slow 4Q24, hope for 2025 rebound
Taiwan's IC design houses are anticipating a sluggish fourth quarter in 2024 but remain hopeful for a rebound in 2025, driven by increased demand in sectors such as PCs, network communications,...
Wednesday 2 October 2024
Competition for 3nm flagship smartphone SoC imminent; MediaTek gains price advantage in Chinese market
MediaTek's flagship platform, Dimensity 9400, and Qualcomm's Snapdragon 8 Gen4 are set to officially launch in October. With both products making the official transition to the 3nm...
Wednesday 2 October 2024
Supply chain cautious about auto market outlook for 4Q24
Industry sources anticipate that the automotive sector will stay stagnant in the fourth quarter of 2024 and remain cautious about prospects in the face of unfavorable macro develop...
Wednesday 2 October 2024
IC design houses seek lower quotes for mature chipmaking processes
IC design firms are aggressively negotiating with foundry partners to achieve lower quotes for mature process manufacturing in order to alleviate cost pressure, according to industry...
Wednesday 2 October 2024
Cerebras IPO signals growing challenge to Nvidia's AI chip dominance
As the largest beneficiary of the generative AI surge, Nvidia's dominance has attracted a wave of challengers. The recent initial public offering (IPO) filing by Cerebras signals...
Tuesday 1 October 2024
SiPh and glass substrates seen as new areas of focus for TSMC and Nvidia
The next technologies tasked with breaking through the bottleneck of Moore's Law will be silicon photonics (SiPh) and co-packaged optics (CPO). Additionally, TSMC has resumed its...
Tuesday 1 October 2024
Huawei debuts Ascend 910C samples amid China's bid to topple Nvidia's AI lead
The Chinese government is reportedly intensifying efforts to discourage domestic companies from buying Nvidia AI processors, aiming to boost local suppliers like Huawei. According...
Tuesday 1 October 2024
Taiwan's robotics approach: Prioritizing modular, intelligent, and collaborative solutions for niche markets over humanoids
At the 2024 World Robot Conference held in late August in Beijing, Chinese companies showcased numerous humanoid robots, reflecting their enthusiasm for futuristic robotics. In contrast,...
Tuesday 1 October 2024
Taiwan's CHEM targets US, Japan as global energy demand rises
Chung-Hsin Electric and Machinery Manufacturing (CHEM) is witnessing substantial growth driven by aggressive capacity expansion, having acquired multiple factories to boost production...
Tuesday 1 October 2024
Excellence Opto targets double-digit growth in 2025 with Mexico plant launch
Excellence Opto. Inc. (EOI) has returned to profitability in the first half of 2024, driven by a 110% utilization rate at its Taiwan and China plants. The company is preparing for...
Tuesday 1 October 2024
Global 300mm fab equipment spending to hit US$400 billion from 2025 to 2027, says SEMI
Global spending on 300mm fab equipment is expected to reach a record US$400 billion from 2025 to 2027, according to SEMI. The robust spending is being driven by the regionalization...
Tuesday 1 October 2024
How China is accelerating advanced packaging with HBM and CoWoS amid tightening US restrictions
Presently, the enhancement of AI chips' computing power heavily depends on advanced packaging technologies such as CoWoS and HBM, with the two technologies complementing each other...
Tuesday 1 October 2024
Tokyo Electron to expand India team to fuel chipmaking ambitions
According to Bloomberg, Tokyo Electron plans to recruit and train local engineers in India to support the country's growing semiconductor industry. This initiative aligns...
Tuesday 1 October 2024
Memory contract price rally to slow in 4Q24
Memory contract prices are expected to continue their rally in the fourth quarter of 2024, albeit at a slower pace, according to market sources.
Tuesday 1 October 2024
BYD's local integration drives ASEAN market dominance
The ASEAN market, spanning multiple countries, has become a fiercely competitive battleground for numerous automotive and new energy vehicle (NEV) brands. In this landscape, BYD has...