Huawei Technologies Co.'s latest smartphones carry a version of the advanced made-in-China processor it revealed last year, independent analysis revealed, underscoring the Chinese company's ability to sustain production of the controversial chip.

Huawei continues its relentless journey towards chip self-sufficiency, showcasing signs of China's further advancements in advanced manufacturing processes.

Intel's recent financial report revealed a modest increase in revenue, but a loss for the first quarter of 2024, while the existing quarter's guidance is also disappointing. However, Intel has high hopes for Gaudi 3, expecting it to generate US$500 million in revenue in 2024.

ASE Technology Holding (ASEH) may boost its capex in 2024 due to increased spending on advanced packaging and testing capabilities. The Taiwan-based OSAT also does not rule out developing an advanced packaging line in the US, said CFO Joseph Tung during a Q&A session at an April 25 investor conference.

Recently a Delaware-based non-profit media Rest of World interview roused widespread attention and discussion regarding TSMC's Asian management model and hierarchy system.

Despite Silicon Photonics (SiPh) shipments reaching a record high, LandMark Optoelectronics Corporation (LMOC) incurred a net loss of NT$47 million in the first quarter of 2024, marking five consecutive quarters of losses.

GenAI is expanding its footprint from cloud to edge, with leading chip and platform manufacturers joining forces to tap into the burgeoning market.

The Taiwan Semiconductor Manufacturing Company, also known as Taiwan's "Silicon Shield," does not fully guarantee preventing war for Taiwan, says DIGITIMES Research analyst Eric Chen.

Synopsys has disclosed extensive EDA and IP collaboration with TSMC for advanced node designs, which have been used in a wide range of AI, high-performance computing, and mobile applications. Among the most recent collaborations is a co-optimized Photonic IC flow that uses silicon photonics technology to boost power, performance, and transistor density.

ASE Technology Holding (ASEH) expects its core IC Assembly, Testing, and Material (ATM) business to see sequential revenue growth in the second quarter of 2024.

The US Department of Commerce and Micron Technology have signed a non-binding Preliminary Memorandum of Terms (PMT) to provide up to US$6.14 billion in direct funding under the CHIPS and Science Act to boost US competitiveness in advanced memory chip manufacturing, the Biden-Harris Administration announced on April 25.

In the coming years, the proportion of revenue from TSMC's AI processor manufacturing is expected to steadily increase.

At the 2024 North America Technology Symposium, TSMC demonstrated its latest semiconductor process, advanced packaging, and 3D IC technologies, which will drive the next wave of AI developments with silicon leadership.

AI Expo Taiwan 2024 was opened on April 24, with more than 20,000 people visiting the event on the first day. Jack Sun, who retired as the Chief Technology Officer (CTO) of TSMC and is currently Dean of the Industry Academia Innovation School (IAIS) of National Yangming-Chiaotung University, revealed a secret about TSMC in his keynote speech.

Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging behind the US in semiconductor technologies.

India-based EMS player Kaynes Semicon believes its OSAT project is expected to be approved and eyes advanced packaging, including Co-Packaged Optics (CPO), to differentiate itself from competitors in Southeast Asia.

At the ITRI Net Zero Day 2024 forum, industry leaders outlined strategies for Taiwan's semiconductor and ICT sectors to drive global sustainability efforts and transition to net zero carbon emissions by 2050.

Pure-play foundry United Microelectronics (UMC) saw its first-quarter wafer shipments and ASPs come in line with previously announced estimates, with wafer shipments up 4.5% quarter on quarter.

Intel has formed alliances with second-tier foundries including UMC and Tower Semiconductor to reduce costs and optimize production utilization, among other reasons, which may enhance its foundry competitiveness, according to sources at fab toolmakers.

Microsoft touted as the world's largest AI service provider, has reportedly invited several leading figures in the South Korean tech industry to attend a high-level meeting.

With the capacity expansions of its foundry customers and the opening of new facilities, fab toolmaker Marketech International anticipates a sharp increase in revenue next year, reaching a peak of NT$60 billion (US$1.84 billion).

Despite declining performance, Texas Instruments (TI) has announced second-quarter revenue forecasts surpassing expectations. The results indicate an increasing demand for TI's analog semiconductors, marking a potential turnaround after a prolonged slump in the semiconductor industry.

Samsung Electronics and SK Hynix are accelerating their investment pace in the US, and are collaborating with universities near factory sites to ensure a steady supply of semiconductor talent.

Silicon wafer company GlobalWafers has expressed a prudent outlook regarding the market conditions for chips in the first half of 2024.

Chang Wah Technology (CWTC), a major supplier of IC lead frames, held its earnings call on April 23 in conjunction with its parent company Chang Wah Electromaterials (CWE), during which CWTC manager Su Shuang-Fu noted that the company is prepared to seize the initiative as the market recovers, as signs of a rebound in demand have been appearing since the second half of 2023.