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Friday 31 May 2024
STMicro to build EUR5 billion plant in Italy with EU Chips Act aid
STMicroelectronics NV said it plans to spend €5 billion ($5.4 billion) on a manufacturing plant for chips and packaging in Catania, Italy in a multi-year project that's being partly funded by the European Union's Chips Act.
Friday 31 May 2024
South Korea's chip stockpiles shrink at fastest pace in 10 years
South Korea's semiconductor inventories dwindled by the most since 2014, underscoring the pace at which demand is outstripping supply as customers rev up their purchases of devices needed to develop artificial intelligence technologies.
Friday 31 May 2024
New economic minister: Stable power supply essential to keep semiconductor and AI sectors in Taiwan
If Taiwan does not have enough power supply, the semiconductor and Artificial Intelligence (AI) industries will not stay in Taiwan, commented Kuo Jyh-Huei, the new minister of economic affairs.
Friday 31 May 2024
Taiwan M&A deals and transactions expected to hit new high in 2024, according to MAPECT
As Taiwan M&A and Private Equity Council (MAPECT) commemorates its 10-year anniversary with the release of the 2024 Taiwan M&A Whitepaper on May 29.
Friday 31 May 2024
Japan considering ways to provide additional financial resources to Rapidus
As previous subsidies of a total of JPY920 billion (nearly US$6 billion) may not be sufficient to help Rapidus achieve its goal of mass-producing 2nm chips, Japan's Ministry of Economy, Trade and Industry (METI) plans to propose legislation to provide loan guarantees for the chipmaker.
Friday 31 May 2024
Skymizer unveils 'EdgeThought' AI ASIC chip IP, enabling Llama3 and Mistral models at the edge
Skymizer, a prominent Taiwan-based AI system software provider known for its compiler optimization solutions, has announced the release of EdgeThought, its new software-hardware co-design AI ASIC IP.
Friday 31 May 2024
Nvidia CEO engages significant Taiwanese CEOs to promote local AI supply chain
Nvidia CEO Jensen Huang revealed two months ago, at a dinner party for Taiwanese partners in Silicon Valley, that he considers himself Taiwan's ambassador. Taiwan is positioned as a key player in the AI revolution, and all Taiwanese businesses must be prepared to effectively tell the "Taiwan story" to the rest of the world.
Friday 31 May 2024
With Nvidia taking lion's share of market profits, Intel's finances have struggled amidst AI boom
NVIDIA's latest financial report for the first quarter of fiscal year 2025 (February to April 2024) revealed record-breaking revenue for its data center division. Following a record-setting US$18.4 billion revenue in the previous quarter, the data center division in the first quarter of fiscal year 2024 set a new record again with US$22.6 billion in revenue.
Friday 31 May 2024
Chinese CIS suppliers expand presence in high-end smartphone market
The Chinese semiconductor industry, including the CMOS Image Sensor (CIS) segment, is finding more room for development in the domestic market with the sudden rise of the Chinese smartphone and Electric Vehicle (EV) industries.
Thursday 30 May 2024
Samsung's new chip chief seeks to rally troops after setbacks
The new head of Samsung Electronics Co.'s semiconductor division urged employees to work their way past challenges in the business, making his first remarks to staff after the surprise departure of his predecessor last week.
Thursday 30 May 2024
Samsung boosts workforce at Japan R&D lab to drive chips packaging innovations
Samsung Electronics has recently expanded its workforce deployment at its new packaging R&D base in Yokohama, Japan, to expedite construction and support the development of next-generation semiconductor packaging technologies.
Thursday 30 May 2024
HBM competition (1): advanced packaging technology divergence explained
High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU in Artificial Intelligence (AI) computing.
Thursday 30 May 2024
Malaysia plots US$5.3 billion roadmap to build advanced chip ecosystem
Malaysian Prime Minister Anwar Ibrahim announced the National Semiconductor Strategy (NSS), with the government allocating MYR25 billion (US$5.3 billion) to foster industry development.
Thursday 30 May 2024
Intel CEO to meet with key suppliers and partners in Taiwan
The list of companies attending Intel's gala dinner event, which will take place during CEO Pat Gelsinger's visit to Taiwan, has been leaked.
Thursday 30 May 2024
Apple iPhone order loss threatens Coherent's UK chip plant closure
US semiconductor manufacturer Coherent is facing the potential closure or sale of its 29,000-square-meter wafer fab in Newton Aycliffe, County Durham, UK.
Thursday 30 May 2024
Chinese AI chipmakers face US ban but remain optimistic
Top Chinese AI chipmakers SenseTime, iFlytek, and Biren have all been included in the US Department of Commerce's Entity List.
Wednesday 29 May 2024
Nvidia jumps to FOPLP for AI server chips amid CoWoS capacity strain
Nvidia is reportedly planning to adopt Fan-Out Panel Level Packaging (FOPLP) technology for its GB200 AI server chips ahead of schedule, aimed at addressing the tight production capacity of Chip on Wafer on Substrate (CoWoS) packaging at TSMC.
Wednesday 29 May 2024
Samsung strengthens AI from three aspects: semiconductors, GenAI, home appliances
To establish its foothold amidst the AI wave, Samsung Electronics has been aggressively enhancing the competitiveness of its AI business through semiconductors, Generative AI, and home appliances. To do so, Samsung is adjusting its investments, recruiting talent, and restructuring its organization.
Wednesday 29 May 2024
Semiconductor industry co-opetition between Taiwan and South Korea
The semiconductor industry is the lifeblood of South Korea, a country that heavily depends on its exports. In 2023, South Korea exported US$131 billion of semiconductors and imported US$106 billion, raking in US$25 billion in trade surplus. For Taiwan, when there is a trade deficit, it only amounts to a fraction of its foreign reserve, but that would be a heavy burden to South Korea, which is already shouldering US$663.6 billion in foreign debt.
Wednesday 29 May 2024
Malaysia to attract US$107 billion of semiconductor investments
Amid the global shifts in the chip industry, Malaysia is promoting its neutrality, non-alignment, and established IC backend industry as key advantages to advance and build a more mature semiconductor ecosystem.
Wednesday 29 May 2024
TechInsights: Semiconductor production capacity in China to grow by 40% in next five years
Key Takeaway: Fabs located in China have been purchasing equipment at a rapid pace during the past three years leading to expanding capacity.
Wednesday 29 May 2024
China Big Fund kicks off 3rd phase capital support for local chip industry
China's freshly launched CNY344 billion (US$47.5 billion) national chip fund is likely to prioritize investments in major semiconductor firms, supporting their development of AI computing power and High Bandwidth Memory (HBM), as well as lithography tools that are crucial to advanced chip manufacturing.
Tuesday 28 May 2024
China chipmakers catching up fast in AI, SenseTime's Xu says
China's domestic AI chipmakers are making fast progress in closing the gap on international leaders, according to SenseTime Group Inc. co-founder Xu Bing.
Tuesday 28 May 2024
Loongson's next-generation CPU on par with Intel's Core i5, says Chairman Hu Weiwu
Chinese CPU maker Loongson Technology Founder and Chairman Hu Weiwu, who is also a Chinese Academy of Sciences Institute of Computing Technology researcher, told Xinhua News Agency that Loonson's next-generation CPU will match the performance of Intel's 12th-generation Core i5.
Tuesday 28 May 2024
Former SK Hynix employee arrested on allegations of leaking memory technology to Huawei
South Korean media outlets Money Today and Yonhap News reported that the Industrial Technology Security Investigation Team of the South Gyeonggi Provincial Police Agency arrested a former SK Hynix employee in her 30s, a Chinese national, in April 2024 on suspicion of violating the Industrial Technology Leakage Prevention and Protection Act. The prosecution initiated the indictment process in early May.
Research Report Database
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