Friday 17 May 2024
Applied Materials projects significant revenue growth from GAA, sparking major chipmakers showdown in 2025
Applied Materials revealed that its revenue from GAA process equipment is expected to increase significantly over the next 1-2 years, indicating that TSMC's 2nm GAA chips will likely...
Wednesday 15 May 2024
Chipmakers gearing up for automotive Ethernet boom
The adoption of automotive Ethernet is increasing at a fast pace, which is likely to create significant economic prospects for related chip suppliers, according to industry sources...
Wednesday 15 May 2024
Taiwan memory makers look to DDR4 for 2024 growth
DDR4 is expected to reach the mature stage of its life cycle this year, resulting in a rise in sales volume and pricing.
Friday 19 April 2024
Chip wars: can US sanctions shift the semiconductor landscape?
Chinese semiconductor foundry firms are persistently adopting aggressive pricing strategies, putting relentless pressure on the market share of South Korean 8-inch wafer manufacturers...
Wednesday 17 April 2024
IC design houses bullish about ASPs driven by AI PCs
AI PCs and other innovative designs are expected to drive demand for chip specification enhancements, and related average selling prices (ASP) will only climb, according to IC design...
Tuesday 16 April 2024
Memory chipmakers keep raising prices but some module houses refuse to buy
Memory chipmakers are bent on raising prices, but memory module manufacturers who are unwilling to accept price increases are refusing to buy, according to industry sources.
Wednesday 10 April 2024
Google unveils first Arm-based data center CPU to reduce its reliance on AI chipmakers amid surging Capex
Google followed the paths of other cloud majors and introduced a proprietary data center chip to reduce its reliance on a few AI chipmakers like Nvidia, Intel, and AMD, which account...
Wednesday 27 March 2024
Japan-based suppliers capitalize on emerging glass substrate as chipmakers embrace advanced packaging
As global chipmaking leaders like Intel are optimistic about introducing glass substrates for advanced IC packaging, Japan-based PCB suppliers are capitalizing on the emerging tech...
Wednesday 27 March 2024
Chinese chipmaker puts AI chips into remote sensing micro-satellites
Zhuhai Aerospace Microchips Science & Technology Co. (Aero-Chips), formerly known as Zhuhai Orbita Aerospace Science & Technology Co., is deploying its AI chips into space...
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


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...