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Friday 7 March 2025
Taiwanese leaders offer mixed reactions on TSMC's US expansion
Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading chipmaker, has drawn global attention with its massive US$165 billion investment to establish and expand factories...
Friday 7 March 2025
Broadcom's bullish AI forecast drives robust growth as hyperscale demand surges
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, soared in late trading after an upbeat forecast reassured investors that spending on artificial intelligence...
Friday 7 March 2025
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...
Friday 7 March 2025
TSMC's US$100 billion expansion: political capital or sunk cost?
TSMC is committing an additional US$100 billion to the US, funding three wafer fabs, two advanced packaging plants, and an R&D center. While framed as a business decision, the...
Friday 7 March 2025
TSMC's US investment highlights Taiwan's equipment dependency
Taiwan has historically attained significant self-sufficiency in panel production equipment and materials; however, its self-sufficiency in semiconductor equipment and materials is...
Friday 7 March 2025
Between Washington and Taipei, TSMC aims to avert being strapped with Intel rescue
TSMC Chairman C.C. Wei recently held a press conference with US President Donald Trump at the White House, announcing an additional investment of US$100 billion in the US. Shortly...
Friday 7 March 2025
Micron's Mark Liu hire aims to close HBM gap amid US chip push
Micron has appointed former TSMC chairman Mark Liu as a board member. Multiple South Korean media outlets report this move as Micron's attempt to expand its market share in high bandwidth...
Friday 7 March 2025
KYEC sees advanced testing growth momentum; building new factory in US possible
King Yuan Electronics (KYEC) remains upbeat about advanced testing demand for AI and HPC chips and has not ruled out the possibility of establishing a factory in the US.
Friday 7 March 2025
Pegatron unveils 5G transformation at MWC 2025, eyes private network boom
Pegatron showcased its evolution into a full-fledged system supplier at MWC 2025, marking three years of transformation. CY Feng, general manager of the company's BU6, emphasized...
Friday 7 March 2025
AI chip demand fears overblown as growth steadies
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Friday 7 March 2025
TSMC invests more in US, raising concerns; Premier insists it supports Taiwan and global interests
TSMC has attracted global attention by announcing a new investment plan of US$100 billion at the White House. A portion of the Taiwanese public is apprehensive that this could result...
Friday 7 March 2025
Dynamic Electronics eyes revenue growth as Thai factory ramps up high-end PCB production
Jean Liu, president of PCB manufacturer Dynamic Electronics, announced that first-quarter revenue is expected to remain flat from the previous quarter, with just one-month order visibility...
Friday 7 March 2025
Goodix drops Viewtrix acquisition over pricing dispute, citing shareholder interests
Goodix Technology has scrapped its planned acquisition of Viewtrix Technology (Shenzhen Yunyinggu) after more than three months of negotiations, according to Sina.
Friday 7 March 2025
Silicon spies: The high-stakes espionage battle for semiconductor supremacy
In a world where chips, not Walther PPKs, are the weapons of choice, the modern spy game plays out not in glamorous casinos but in sterile cleanrooms where the world's most advanced...
Friday 7 March 2025
MediaTek bets on AI-driven growth with Dimensity 9500
MediaTek sees AI innovation as a key driver for mobile applications over the next two years. Its upcoming Dimensity 9500 already generates stronger customer traction than its predecessor...