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Monday 10 March 2025
TSMC's Arizona expansion: US pivot paradoxically deepens Taiwan's role
TSMC's bold expansion into Arizona represents one of the most consequential shifts in global semiconductor geography in decades. While the move appears to strengthen TSMC's position...
Monday 10 March 2025
AT&S establishes IT Shared Service Center in Pune to support global operations
Austria-based AT&S AG, a major player in the PCB and IC substrate industry, has announced the establishment of a new Information Technology Shared Service Centre (IT SSC) in Pune,...
Monday 10 March 2025
VCI Global to establish India's first semiconductor wire plant in Chennai
VCI Global and Kinesis Manufacturing Solutions are investing US$3.5 million to build India's first semiconductor wire plant in Chennai, scheduled to start operations in the third...
Saturday 8 March 2025
Pegatron chairman backs TSMC's U.S. move, warns Taiwan on 'silicon shield' risks
Pegatron Chairman T.H. Tung weighed in on Taiwan Semiconductor Manufacturing Company's (TSMC) ambitious plan to invest over $100 billion in the United States, including the construction...
Saturday 8 March 2025
Samsung under spotlight as Trump questions South Korea's tariff policies
In his recent speech to Congress, US president Donald Trump claimed that South Korea's average tariff rate is four times that of the US, raising concerns that the Asian ally, with...
Saturday 8 March 2025
Trump's rare minerals play rattles South Korea's semiconductor supply chain
US President Donald Trump has reportedly demanded a cut of Ukraine's mineral and natural resource revenues in exchange for military and economic aid, a proposal dubbed the "US-Ukraine...
Saturday 8 March 2025
Taiwan strengthens photoresist R&D to bolster semiconductor self-sufficiency
Photoresist (PR) is a key material in photolithography, essential for manufacturing semiconductors, PCBs, and display panels. The global PR market is highly concentrated, with Merck,...
Friday 7 March 2025
Topco Scientific to embrace strong 2025, confident in its global market approach
Topco Scientific (TSC) anticipates that its operational apex will be achieved in 2025, as the demand for silicon wafers, photoresists, and other related materials has grown significantly...
Friday 7 March 2025
Toray to establish Taiwan R&D centers for semiconductor partnerships
Leading Japanese fiber material maker Toray announced plans for new investments on March 3, 2025, which will see the establishment of Toray Taiwan Technical Centers (TTTC) in Taipei's...
Friday 7 March 2025
Automotive IC demand remains sluggish amid deepening tariff conflicts
Despite a resurgence in demand for various applications, the demand for automotive processors remains flat. Although a few chip companies are still experiencing growth due to new...
Friday 7 March 2025
Taiwanese leaders offer mixed reactions on TSMC's US expansion
Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading chipmaker, has drawn global attention with its massive US$165 billion investment to establish and expand factories...
Friday 7 March 2025
Broadcom's bullish AI forecast drives robust growth as hyperscale demand surges
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, soared in late trading after an upbeat forecast reassured investors that spending on artificial intelligence...
Friday 7 March 2025
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...
Friday 7 March 2025
TSMC's US$100 billion expansion: political capital or sunk cost?
TSMC is committing an additional US$100 billion to the US, funding three wafer fabs, two advanced packaging plants, and an R&D center. While framed as a business decision, the...
Friday 7 March 2025
TSMC's US investment highlights Taiwan's equipment dependency
Taiwan has historically attained significant self-sufficiency in panel production equipment and materials; however, its self-sufficiency in semiconductor equipment and materials is...