CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
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...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Wednesday 5 March 2025
TSMC charts US$100 billion course through Trump 2.0 storms
Before the official announcement, there was widespread speculation about TSMC's decision to invest an additional US$100 billion in the US. While reactions to the plan were varied,...
Wednesday 5 March 2025
Nvidia's Blackwell bets big on AI inference despite Deepseek disruption
Since DeepSeek's open-source debut in January, its V3 and R1 models have rocked Silicon Valley, raising questions about whether high-performance AI can be built without costly GPU...
Wednesday 5 March 2025
Foxconn mega-AI plant ready in a year despite Trump tariffs
Foxconn's planned mega-AI server plant near Guadalajara, Mexico, will complete construction in a year despite the threat of new tariffs from President Donald Trump, according to Jalisco...
Wednesday 5 March 2025
Commentary: TSMC's $100B US expansion may force tech giants to shoulder the bill
Following TSMC's announcement of an extra US$100 billion investment in the US, it is anticipated that securing US financing will become more challenging for TSMC's expanding US ventures...
Wednesday 5 March 2025
Nvidia's AI chips enter China through third parties, posing fresh challenge for Trump
Despite stringent US export restrictions, Chinese buyers have been successfully acquiring Nvidia's cutting-edge Blackwell AI chips through unofficial channels, highlighting the persistent...
Wednesday 5 March 2025
China reignites tech sector to drive economic growth and counter US sanctions
Facing economic headwinds and escalating trade tensions, China is refocusing on its tech sector, with President Xi Jinping recently convening a rare symposium with high-tech entrepreneurs...
Wednesday 5 March 2025
China's cut-rate SiC substrates and mature process chips upend global market
Backed by state subsidies and a self-sufficient supply chain, China is ramping up SiC substrate and mature process chip production at an unprecedented pace. The expansion is fueling...