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Thursday 16 January 2025
Cambricon projects revenue growth of over 50% in 2024 with narrowing losses
Cambricon Technologies, a leading AI chipmaker in China, has announced its 2024 financial forecast, estimating annual revenue of CNY1.07 to CNY1.2 billion (approx. US$146 to US$164...
Thursday 16 January 2025
TSMC expects 5% sequential revenue drop in 1Q25, plans record capex for 2025
TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a decrease of 5.5% from the previous quarter at the midpoint...
Thursday 16 January 2025
Marvell's 8-year turnaround: How CEO Matt Murphy positioned the company for AI success
Broadcom and Marvell have recently emerged as key players in the era of Generative AI, alongside Nvidia. While Broadcom CEO Hock Tan is well-known in the semiconductor industry, Marvell...
Thursday 16 January 2025
NAND chipmakers intend to maintain pricing after Lunar New Year
Leading NAND flash manufacturers have gradually cut output to stabilize market prices and prevent further declines, as they intend to uphold pricing even beyond the Lunar New Year...
Thursday 16 January 2025
India faces AI chip hurdle as US export controls test tech ties
As AI software and hardware giants turn their attention to India for profitable opportunities, the US's recent AI chip export controls limiting India's access to advanced processors...
Thursday 16 January 2025
MediaTek and Himax to challenge US giants with SiPh solutions
Silicon photonics (SiPh) has garnered significant business interest as a technology solution for high-speed data transfer in the era of AI. Currently, leading US chip manufacturers...
Thursday 16 January 2025
Passive component materials firm Ample Electronic sees strong 1Q25
Passive component materials supplier Ample Electronic Technology anticipates an exceptionally strong first quarter of 2025, driven by improved order visibility compared to previous...
Thursday 16 January 2025
Nvidia hit by US AI rules; is ASIC next big winner?
The Biden administration has introduced new AI computing power regulations as it prepares to leave office. This move is perceived by many as a form of "total control" over global...
Thursday 16 January 2025
Nvidia's visit to SPIL highlights its emphasis on advanced packaging
Nvidia CEO Jensen Huang's visit to Siliconware Precision Industries (SPIL) on his current trip to Taiwan has garnered market attention to the company's emphasis on advanced packagi...
Thursday 16 January 2025
Semiconductor capacity surge spurs global expansion for material supply chains
Advanced packaging demands are driving consistent growth in semiconductor material demand, with distributors reporting strong contributions from the sector. Demand for high-end materials...
Thursday 16 January 2025
Trump's denial and silence: considering national economic emergency declaration
With a few days remaining until Donald Trump's inauguration as the 47th President of the United States, attention is turning to the likelihood of him imposing broad tariffs on countries...
Thursday 16 January 2025
Dutch align with US export controls on some ASML chip tools
The Netherlands tightened export control rules to make ASML Holding NV apply for licenses with the Dutch government instead of Washington for some of its tools.
Thursday 16 January 2025
TSMC drives record investment into US, Japan in China decoupling
Taiwan's companies invested a record amount of money in the US and Japan last year while the figure for China stagnated — highlighting supply-chain shifts resulting from worsening...
Thursday 16 January 2025
US tightens chip export regulations to prevent advanced semiconductor sales to China, impacting TSMC
The US has introduced new regulations to prevent advanced chips from reaching China. This move aims to tighten restrictions on its geopolitical rival, urging chip manufacturers like...
Thursday 16 January 2025
China's photoresist sector vies for breakthroughs and accelerates localization
China's semiconductor industry has accelerated the localization of photoresists, a crucial manufacturing material, supported by government initiatives, technological advancements,...