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Friday 22 November 2024
IC design firms bullish on 2025, but 1Q25 outlook remains uncertain
A consensus has emerged among IC design companies during recent earnings calls, with all players expressing positive evaluations for their 2025 outlook. Growth momentum is widely...
Friday 22 November 2024
Taiwan evaluates potential impact of Trump's proposed China trade status revocation
President-elect Donald Trump has announced his plan to name Howard Lutnick, a prominent China critic, as Secretary of Commerce. Lutnick will oversee the management of US tariffs and...
Friday 22 November 2024
JSR sets up EUV photoresist plant in South Korea to meet semiconductor demand
Japanese photoresist leader JSR is building a production base in South Korea to manufacture metal-oxide resists (MOR), a critical material for extreme ultraviolet (EUV) lithography...
Friday 22 November 2024
MediaTek aims to lead India's premium smartphone segment
MediaTek is intensifying its efforts to challenge Qualcomm's dominance in India's premium 5G market. As the company gains traction with Chinese smartphone manufacturers for their...
Friday 22 November 2024
HBM memory supply to scale in 2025
With the acceleration of Blackwell mass manufacturing, the capacity of HBM3E will greatly grow. According to industry estimates, after a twofold rise in HBM production in 2024, demand...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
PCB, CCL firms gearing up for 2025 AI server boom
Printed circuit board (PCB) and copper-clad laminate (CCL) manufacturers are positioning themselves to capitalize on the growing AI server demand to drive growth momentum in 2025.
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Thursday 21 November 2024
U.S. government announces up to $300 million in funding to boost advanced semiconductor packaging
The U.S. government announced plans to invest up to $300 million in three advanced semiconductor packaging research projects located in Georgia, California, and Arizona. These projects...
Thursday 21 November 2024
Finesse Technology rides TSMC, Applied Materials wave: Expansion to Kumamoto with optimistic outlook
Finesse Technology, a subsidiary of Highlight Technology Corp, specializes in semiconductor ozone supply systems, remote plasma sources (RPS), RF power systems, and technical maintenance...
Thursday 21 November 2024
Inside TSMC II: Nvidia's 40nm crisis and Morris Chang's solution
"The supreme quality of leadership is integrity." —Dwight D. Eisenhower.
Thursday 21 November 2024
Inside TSMC I: Morris Chang's return to the helm in 2009
"To each, there comes in their lifetime a special moment when they are figuratively tapped on the shoulder and offered the chance to do a very special thing." —Winston Church...
Thursday 21 November 2024
MLCC firm Holy Stone to see stable growth in 2025 automotive orders
Niche multi-layer ceramic capacitor firm Holy Stone Enterprise points to uncertain demand in the industrial control market for 2025, in contrast with the automotive sector, which...
Thursday 21 November 2024
IQE Taiwan IPO plans remain for 2025 amid strategic review
IQE, a British manufacturer of compound semiconductor wafers and materials solutions, will proceed with its plan to list its Taiwan subsidiary in 2025, despite considering a potential...
Thursday 21 November 2024
SSD sales to outperform DRAM module sales in 2024
SSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales...