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Tuesday 25 March 2025
Strong HBM memory demand drives WFE market revenue in 2024
According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in...
Tuesday 25 March 2025
US chipmaker Vicor pushes 48V power modules for AI, industrial applications
Vicor, a US power semiconductor module manufacturer, is promoting its latest 48V power module platform globally as power-hungry applications drive demand for higher voltage solutions...
Tuesday 25 March 2025
Nvidia's Blackwell production drives revenue surge for Taiwanese IC backend partners
With Blackwell servers in full production, related server IC backend partners, including test interface providers, are expected to see a significant increase in revenue starting the...
Tuesday 25 March 2025
TSMC advised to downplay or postpone 2nm Kaohsiung fab and beam-raising ceremony
TSMC's advancements in 2nm technology have been exceedingly seamless, as customers and orders were established some time ago. However, given current geopolitical concerns, industry...
Tuesday 25 March 2025
Will Intel's new CEO pull the trigger on spinoff?
Intel's foundry business appears headed for a potential spinoff under newly appointed CEO Lip-Bu Tan, according to comments from semiconductor industry analyst Eric Chen, who is now...
Tuesday 25 March 2025
Chinese researchers develop solid-state 193nm DUV laser targeting advanced chipmaking
Researchers at the Chinese Academy of Sciences (CAS) have developed a solid-state deep ultraviolet (DUV) laser that emits 193nm light in lab conditions—a wavelength critical...
Tuesday 25 March 2025
Nvidia expands ASIC footprint through MediaTek NVLink deal
MediaTek announced at this year's GTC conference that it will deepen its partnership with Nvidia by integrating NVLink IP into its ASIC services. Industry sources suggest this partnership...
Tuesday 25 March 2025
Japanese PCB maker Meiko to join satellite supply chain, challenging Taiwan's dominance
Japan's Meiko is set to become the third supplier in the low-Earth orbit satellite market by 2025, challenging the dominance of Taiwanese manufacturers Compeq and Unitech as geopolitical...
Tuesday 25 March 2025
Taiwan foundry revenues to go down in 1Q25 before rebound in 2Q25; mature nodes to face price competition from China, says DIGITIMES
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip...
Monday 24 March 2025
SK Hynix to pull M15X fab timeline forward by two months
SK Hynix is reportedly accelerating equipment installation at its M15X fab in Cheongju, South Korea, moving the original timeline forward from December to October in response to surging...
Monday 24 March 2025
Shinko Electric to delist in June, eye DNP and Mitsui Chemicals partnership on backend process materials
The Japan Innovation Network (JIC) has completed the tender offer for shares of Shinko Electric Industries, a Fujitsu subsidiary specializing in IC substrates, and the company is...
Monday 24 March 2025
Europe's semiconductor push: industry demands 'Chips Act 2.0' to fix supply chain gaps
The European semiconductor industry is urging the European Commission (EC) to update the European Chips Act, broadening its scope beyond manufacturing to include chip design, materials,...
Monday 24 March 2025
Rapidus investment fuels Hokkaido semiconductor talent gap
Rapidus' Hokkaido investment is exacerbating Japan's semiconductor talent shortage. Companies struggle to fill open positions, revealing a critical gap in skilled workers and instructors...
Monday 24 March 2025
Intel Japan chair retires, defends Gelsinger strategies citing 'bad timing'
Kunimasa Suzuki, chairman of Intel KK, the Japanese subsidiary of US semiconductor giant Intel, will retire at the end of March 2025. However, he will continue to serve as chairman...
Monday 24 March 2025
Disruption Index 2025: Automotive sector hit hardest, parts costs surpass tariff concerns
In 2025, the automotive industry is projected to surpass healthcare, technology, and financial services for the first time to become the sector most impacted by disruptive changes...