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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...
Monday 6 January 2025
ASML CEO leads high-level delegation to TSMC next week
Ahead of TSMC's quarterly earnings release on January 16, 2025, the pure-play foundry is holding year-end meetings with key suppliers. ASML, a critical partner of TSMC, is showing...
Monday 6 January 2025
Fire breaks out at PCB firm Zhen Ding's northern Taiwan plant
PCB manufacturer Zhen Ding Technology has experienced its second fire incident at its Guanyin site in Taoyuan, northern Taiwan, in five years. The origin of the fire and the precise...
Monday 6 January 2025
CXMT begins DDR5 mass production, reportedly validated by key Chinese server makers
ChangXin Memory Technologies (CXMT) is leveraging China's aggressive localization policies to advance toward mass production of DDR5 chips. Despite lingering concerns over production...
Monday 6 January 2025
TSMC's Kumamoto plant faces utilization ramp-up challenges amid automotive sector slowdown
While smartphone and PC markets show signs of AI-driven recovery, the global automotive sector's weak outlook for 2025 is impacting major semiconductor manufacturers including TSMC,...
Monday 6 January 2025
TEL CEO: AI to dominate 70% of global semiconductor market by 2030
Tokyo Electron Limited (TEL) forecasts the global semiconductor market will surpass US$1 trillion by 2030, with AI-related semiconductors driving 70% of the growth. To seize this...
Monday 6 January 2025
US bans to continually drive China's AI chip adaptation in 2025
Chinese AI chip development is showing signs of maturity and innovation as the industry adapts to tightened US technology restrictions. With the start of 2025, new US measures have...