CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Thursday 6 March 2025
Inside TSMC's US$100 billion US expansion: unraveling the geopolitical stakes
At the end of 2024, TSMC initiated bulk production at its Arizona wafer fab. C. C. Wei, chairman and CEO of TSMC, announced an additional investment of US$100 billion on March 4,...
Thursday 6 March 2025
Alibaba's DAMO Academy gears up to launch its first server-grade RISC-V CPU in March 2025
Alibaba's DAMO Academy has introduced its first server-grade RISC-V processor, the C930, designed for high-performance computing (HPC) applications. Announced at the XuanTie RISC-V...
Thursday 6 March 2025
Intel foundry future in limbo: Analysts push for exit amid ex-board alarm
Citi semiconductor analyst Chris Danely recently told CNBC in an interview that Intel needs to get rid of its wafer foundry business, which means it needs to exit the wafer foundry...
Thursday 6 March 2025
Zhen Ding bets big on AI boom despite US manufacturing woes
Zhen Ding Technology Group, a global leader in printed circuit boards (PCBs), is optimistic about its 2025 performance, with first-quarter orders showing promising demand. The company...
Thursday 6 March 2025
Taiwan's Ministry of Economic Affairs: TSMC's US investments don't undercut our semiconductor core
In response to TSMC's recent investment of US$100 billion in the US, Taiwan's Ministry of Economic Affairs (MOEA) stated on March 5 that the government has maintained a long-term...
Wednesday 5 March 2025
Trump calls for termination of CHIPS Act at first address to Congress
On March 5, US President Donald Trump delivered his first address to a joint session of Congress since taking office. He opened by stating that despite facing economic headwinds,...
Wednesday 5 March 2025
TSMC's massive US expansion tests Trump's labor strategy, says DIGITIMES analyst
With geopolitical pressures intensifying rapidly after Trump's inauguration as President of the US, TSMC announced on March 4, 2025, that it would invest an additional US$100 billion...
Wednesday 5 March 2025
'Washington Effect' Fuels TSMC's $165 Billion Investment in the US AI Race
TSMC is making a high-stakes move in the global AI race with its US$100 billion expansion in the United States, bringing its total US commitment to US$165 billion. The investment...
Wednesday 5 March 2025
Eiso joins TSS Holdings; aims to boost high-end PCB revenue share
After expanding into the LED bicycle light and electric-assisted bicycle markets, PCB manufacturer Eiso Industrial has formally joined TSS Holdings. The move is part of the company's...
Wednesday 5 March 2025
China's subsidies ignite chip demand surge—but can it last?
China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked...
Wednesday 5 March 2025
Trump's policies could be biggest wild card to PCB industry
Despite the first quarter of 2025 being a traditionally slow season for consumer markets and the overall PCB order momentum weakening, the demand for AI servers and low-earth orbit...
Wednesday 5 March 2025
Ardentec to kick off production at new plant in 2Q25
Wafer-probing specialist Ardentec anticipates commencing operations at its new plant in Longtan, northern Taiwan, in the second quarter of 2025.
Wednesday 5 March 2025
AP Memory to offer very high-bandwidth memory for AI accelerators
As competition intensifies in the development of large language models and with the launch of DeepSeek, the industry is beginning to seek memory alternatives outside of high bandwidth...
Wednesday 5 March 2025
Taiwan chipmakers brace for impact of Trump tariffs
The tariff sword wielded by US President Donald Trump has officially fallen. Although downstream assembly plants and brand manufacturers have generally prepared to diversify their...