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Friday 21 March 2025
Micron HBM revenue tops billion dollars amid expansion plans
Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity...
Friday 21 March 2025
As trade war escalates between two superpowers, Taiwan faces diminishing gray area
China's advancements in manufacturing and technology have posed a threat to the US, leading it to adopt strategies that utilize trade wars and technological conflicts to contain China's...
Friday 21 March 2025
Malaysian IC design houses awaiting details of Arm deal
The Malaysian government recently announced a technology licensing agreement worth US$250 million with silicon intellectual property (IP) powerhouse Arm. The deal aims to assist the...
Friday 21 March 2025
GTC 2025: MediaTek CEO reflects on decades-long partnership with Nvidia
MediaTek CEO Rick Tsai, ex-TSMC chief, shared his 30-year history with Nvidia's Jensen Huang at GTC 2025, spotlighting their evolving partnership from gaming to AI.
Friday 21 March 2025
China steel unit expands semiconductor business, eyes biomedical growth
Thintech Materials, a subsidiary of China Steel Corporation, is ramping up its semiconductor operations with expected significant growth by 2025, driven by target and evaporation...
Thursday 20 March 2025
Commentary: Nvidia GTC's Taiwan Night event offers clues as to why Jensen Huang adores Taiwanese suppliers
Nvidia's GTC conference hit a new high in scale this year, and CEO Jensen Huang told reporters this afternoon that he had already attended 13 events the day before. Still brimming...
Thursday 20 March 2025
Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE
South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.
Thursday 20 March 2025
Shifted Chinese orders to boost Taiwan OSAT revenue starting 2Q25
The consequences of the US BIS whitelist transfer have led to a surge in orders from China-based IC design firms, which will enhance the sales performance of associated Taiwan-based...
Thursday 20 March 2025
Jensen Huang denies involvement in Intel JV foundry, eye expanding US capacity by year-end
On the third day of Nvidia's GTC conference, CEO Jensen Huang dismissed reports that TSMC had proposed a joint venture with Nvidia, AMD, and Broadcom to manage an Intel wafer fab.
Thursday 20 March 2025
SoftBank's US$6.5B Ampere takeover: power play in AI chips with Arm
SoftBank Group is acquiring US-based chip designer Ampere Computing LLC for US$6.5 billion in cash, expanding its AI semiconductor portfolio. SoftBank's acquisition of Santa Clara-based...
Thursday 20 March 2025
China's EDA power play: Empyrean Technology acquires Xpeedic in strategic semiconductor M&A
On March 17, 2025, China's leading EDA software company, Empyrean Technology, announced plans to acquire a majority stake in Shanghai-based Xpeedic Technology, a provider of EDA and...
Thursday 20 March 2025
Huawei turns to SMIC's 7nm for Kirin X90 PC chip, cutting ties with Intel and Microsoft
Huawei Technologies is strengthening its independence in personal computing, accelerating chip development to reduce reliance on US hardware and software. The company's latest PC...
Thursday 20 March 2025
Samsung's HBM3E reportedly receives high marks during Nvidia audit
Samsung Electronics' fifth-generation HBM3E received satisfactory scores during Nvidia's recent audit and is expected to pass Nvidia's quality certification as early as June, according...
Thursday 20 March 2025
Iteq gears up for AI notebook surge in 2Q, eyes 2025 rebound
Iteq Corporation (Iteq), a major copper-clad laminate (CCL) manufacturer, faced growth challenges in 2024 due to Nvidia's GB200 chip shipment delays, underperforming compared to rivals...
Thursday 20 March 2025
Niching expects demand for advanced packaging and heat dissipation to drive sales surge
Niching, a Taiwan-based semiconductor materials and components supplier, expects continued growth in overall demand through 2025. General manager Dao-Jing Huang highlighted that growth...