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Wednesday 20 March 2024
China promotes automotive IC self-sufficiency
The Chinese government is encouraging Chinese automakers to increase their use of Chinese semiconductors.
Monday 11 March 2024
Drastic NAND price hikes could dampen demand, says Phison CEO
While the price increase caused by NAND production cuts is not a good thing, it is an encouraging development for NAND flash chip makers to regain profitability and build new fabs,...
Monday 4 March 2024
HBM technology and capacity deployment

Introduction

Thursday 29 February 2024
Qualcomm eyes US$1b annual investment thrust in India amid ongoing chipmakers talk
Qualcomm, the US-based semiconductor giant, is strategically shifting its focus for the next five years to amplify its presence in India.
Monday 26 February 2024
NSTC allocates NT$20 billion to support infrastructure for 12-inch chip equipment donated by chipmaker
The National Science and Technology Council (NSTC) has earmarked NT$20 billion (US$631.51 million) from the budget for the "Taiwan Chip-based Industrial Innovation Program" to bolster...
Friday 23 February 2024
Nvidia frenzy widens gap between US chipmakers and Asian peers
The artificial intelligence mania sparked by Nvidia Corp.'s sterling results has given a lift to Asia's major chipmakers, but it hasn't closed the valuation gap with their US peers...
Wednesday 7 February 2024
SMIC shares plunge on concern about unprofitable chipmaking
Semiconductor Manufacturing International Corp.'s shares fell by their most since November, after executives warned of further pressure on its profitability.
Wednesday 7 February 2024
Growing semi equipment self-sufficiency in China favors local component vendors
China's drive for IC self-sufficiency has been benefiting local fab tool makers as well as their suppliers of parts and components, according to industry sources.
Thursday 1 February 2024
US accuses Chinese memory chipmaker, AI firms of aiding PLA
The Pentagon added China's leading memory chipmaker and prominent players in AI, energy, and automobiles to a href="https://media.defense.gov/2024/Jan/31/2003384819/-1/-1/0/1260H-LIST.PDF"...
Thursday 1 February 2024
Taiwanese sensor chipmaker enters South Korean hydrogen vehicle supply chain
E-Vehicle Semiconductor, which specializes in automotive sensor chips, has entered the supply chain for South Korean hydrogen vehicles, according to company chairman Jeffrey Ho.
Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...
Thursday 25 January 2024
Chinese AI processor developers face challenges
Chinese AI chip developers, including Biren Technology and Cambricon Technologies, are having tough times that could burst the AI bubble in China.
Friday 12 January 2024
Chinese pure-play foundry market to increase 9% in 2024
China's pure-play IC foundry industry is expected to resume growth in 2024, with utilization rates of 90% for 8-inch foundries and 78% for 12-inch foundries, according to ICWise,...
Friday 5 January 2024
Gujarat in talks with Asian and American chipmakers for semiconductor investments
Ahead of the annual investor event held in Gujarat, a top official of India's western state said it had talked with several chipmakers in Japan, South Korea, and the US, looking to...
Wednesday 3 January 2024
Chipmakers see end-market demand remain conservative
Consumer spending in Europe and the US was conservative at the end of 2023, prompting chipmakers to adopt a wait-and-see attitude about demand expectations.