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NEWS TAGGED CHIPS + COMPONENTS
Tuesday 7 January 2025
Memory oversupply may occur in 1H25 due to slowing server demand in China
The memory industry may be ensnared by an oversupply in the first half of 2025, as server demand in China is experiencing a decline, according to industry sources.
Tuesday 7 January 2025
Tainergy dogged by competition from Chinese supply chain
Solar cell maker Tainergy Tech has failed to fend off competition from Chinese makers despite its diversification to SiC manufacturing.
Tuesday 7 January 2025
TSMC 4Q24 earnings preview: focus on 2025 semiconductor outlook, margin sustainability
TSMC will hold its quarterly investors meeting on January 16, where its insights into semiconductor market trends for 2025 and its gross margin sustainability will be of considerable...
Tuesday 7 January 2025
Qualcomm's new chips will bring AI to US$600 personal computers
Qualcomm introduced new chips designed to power personal computers capable of running the latest artificial intelligence software yet cost as little as US$600.
Tuesday 7 January 2025
Jensen Huang to boost AI momentum with mid-Jan Taiwan visit
Jensen Huang, CEO of Nvidia, will visit Taiwan in mid-January 2025, a move expected to reinvigorate the local supply chain for AI chips and gadgets, according to industry sources.
Tuesday 7 January 2025
NXP expects India to account for 8-10% of total revenue
After pledging a substantial investment of US$1 billion in India, a nation with an ambitious strategy to develop a robust local electronics and semiconductor industry, NXP Semiconductors...
Tuesday 7 January 2025
Chinese government subsidies to boost consumer IC demand
After launching substantial subsidies for household appliances in the second half of 2024, Chinese officials recently announced a broadening of such subsidies to include computing,...
Tuesday 7 January 2025
Ibiden's exclusive position in AI chip substrate market rooted in deep ties with Intel
Japanese manufacturer Ibiden has established itself as a dominant player in the IC substrate market for AI chips, driven by Nvidia's strong demand for these substrates. Ibiden emphasized...
Tuesday 7 January 2025
TSMC's Kumamoto fab faces early headwinds as regional ecosystem expands
JASM, TSMC's majority-owned subsidiary, began production at its first wafer fab in Kikuyo, Kumamoto Prefecture, in December 2024. The fab produces 12/16nm and 22/28nm mature-node...
Tuesday 7 January 2025
US govt boosts Micron's automotive and defense DRAM production as major players exit niche market
While the US semiconductor revival extends beyond Intel's prominent efforts, it critically depends on Micron, the country's sole memory chip manufacturer, expanding its domestic production...
Tuesday 7 January 2025
Intel's struggles could boost Micron's prospects
Media outlets have linked former Intel CEO Pat Gelsinger's departure with the Biden administration's policies and tied Intel's ongoing struggles to the US CHIPS Act. In contrast,...
Tuesday 7 January 2025
South Korea shifts chip exports away from China as Taiwan, US market surge
South Korea's semiconductor industry is rapidly diversifying its export destinations away from China, with Taiwan and the US emerging as increasingly important markets amid ongoing...
Tuesday 7 January 2025
Chinese firms seek to recruit former Samsung VP amid advanced packaging talent rush
Samsung Electronics' packaging R&D chief J. C. Lin has recently resigned after a two-year tenure. Following the development, reports have emerged that Chinese semiconductor firms...
Tuesday 7 January 2025
With IntelliEPI on China's export control list, direction of its GaSb semiconductors becomes point of focus
The Ministry of Commerce of China has announced its export control list of American enterprises, including compound semiconductor manufacturer Intelligent Epitaxy Technology (IntelliEPI)...
Monday 6 January 2025
The Kumamoto model's potential: ex-MITI official urges Japan-Taiwan-US chip alliance
Japan's semiconductor revival must not only involve Taiwan but also include strategic cooperation with the US, emphasized Kenzo Fujisue, a renowned Japanese scholar and former government...