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Tuesday 30 January 2024
WSJ: White House to announce billions in subsidies for TSMC, Intel in March
US President Joe Biden is expected to officially announce subsidies amounting to billions of dollars to major semiconductor manufacturers on March 7, according to the Wall Street...
Tuesday 30 January 2024
Japan sees rising investments from China-based semiconductor firms
Amid an investment wave in the semiconductor industry in Japan, China-based companies along the semiconductor supply chain are investing in Japan by setting up subsidiaries or acquiring...
Monday 29 January 2024
How can Broadcom jump to 2nd place in global semiconductor market capitalization ranking amid GenAI boom?
Over the past year, the electronics industry faced sluggish global demand, yet major semiconductor companies globally witnessed growth in market capitalization. According to data...
Friday 26 January 2024
US spies want AI as tool against China if tech can be trusted
US intelligence agencies are grappling with a daunting new challenge: Making artificial intelligence safe for America's spies.
Friday 26 January 2024
Intel provides weak guidance, boasts advancements in foundry business
Intel gave a tepid outlook for the current quarter due to weak performance for its programmable chip unit and Mobileye business. Intel reported surging sales for its Intel Foundry...
Thursday 25 January 2024
Samsung's Taylor TX fab delays tool-in plans again
After TSMC announced a delay of its planned utilization of the second fab in Arizona for 1-2 years, Samsung Electronics, which is also planning to produce advanced chips in the United...
Thursday 25 January 2024
China imports over 400 lithography machines from the Netherlands in past five years
As the US and its allies are imposing export restrictions on semiconductor equipment, China increased its chipmaking tool imports over the past year and doubled its imports of lithography...
Wednesday 24 January 2024
ASML orders triple as demand for most-advanced gear soars
ASML Holding NV orders more than tripled last quarter from the previous three months as demand for its most sophisticated machines soared, in a sign that the semiconductor industry...
Wednesday 24 January 2024
'Taiwanese Chips Act' to take effect in February, aiming to cement semiconductor leadership
While the recent US CHIPS and Science Act, European Chips Act, and Japan's subsidy plan have enticed TSMC to build wafer fabs in the US, Germany, and Japan, Taiwan has responded with...
Wednesday 24 January 2024
Texas Instruments posts disappointing guidance, signaling weakness in chip industry
Amid sluggish demands across the board, Texas Instruments reported declining performance over the past quarter and provided weak financial guidance for the next period, signaling...
Wednesday 24 January 2024
Geopolitical storms are fragmenting EV battery market
Geopolitical tensions are causing market fragmentation for key electric vehicle components such as on-board batteries.
Wednesday 24 January 2024
BOE: LGD Guangzhou plant's new speculated buyer, possibly affecting Samsung Electronics
The potential sale of LG Display's (LGD's) LCD factory in Guangzhou has been complex, with reports suggesting various potential buyers, including the Skyworth Group and TCL CSOT (TCL...
Wednesday 24 January 2024
Asus forecasts 5% growth in 2024 PC shipments, as AI PCs see delayed takeoff
Although the forecast for AI PCs and AI smartphone applications looks promising, sources in the PC supply chain have noted that order volumes for 2024 remain conservative, with Asus,...
Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Tuesday 23 January 2024
China says may retaliate against US' 'hegemonic' chip war
China will need to "respond" to the US's efforts to choke it of chip supplies, Beijing's ambassador in The Hague said in an interview with a Dutch newspaper. But there is no need...