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Friday 31 January 2025
DeepSeek's disruption: what it means for TSMC and the AI supply chain
Artificial Intelligence (AI) is an unstoppable trend. The US will remain strong, not just with OpenAI. Since DeepSeek has broken through the existing frameworks of Chinese enterprises...
Thursday 30 January 2025
Taiwanese drone manufacturers target military sector growth amid pressure to bolster self-sufficiency
Drones are anticipated to be a significant growth area for Taiwanese manufacturers, with opportunities mainly in the commercial and military sectors. The military market is particularly...
Friday 24 January 2025
Samsung faces triple dilemma: Galaxy S25 leans on Qualcomm chips
Samsung unveiled its latest trio of flagship smartphones this week, with promotional campaigns set to roll out across major global markets in the coming weeks. However, persistent...
Friday 24 January 2025
Axelera AI's edge computing gambit: can Europe's new AI player compete?
Axelera AI may be a young player in the artificial intelligence (AI) space, but it has big ambitions. Founded in 2021, the Eindhoven-based company is taking aim at edge computing—a...
Friday 24 January 2025
Sanan beats PlayNitride to supply Samsung's microLED smartwatch chips
Sanan Optoelectronics has secured a critical role in Samsung Display's microLED smartwatch supply chain, according to industry insiders, marking another milestone in its consistent...
Friday 24 January 2025
India roundup: local EMS and semiconductor stars emerging
With India dedicating substantial incentives to bolster its local electronics supply chain, the country is witnessing the rise of new domestic companies within the semiconductor and...
Thursday 23 January 2025
HPC chip demand set to soar for the next 4 years as US drives AI growth
The US intends to sustain its dominance in artificial intelligence (AI), and the market for HPC chips is expected to increase significantly for another four years, according to sources...
Thursday 23 January 2025
SK Hynix reportedly to begin 1c DRAM production first, disrupting Samsung's HBM strategy
As Samsung Electronics (Samsung) attempts to reshape the global memory market through its sixth-generation high bandwidth memory (HBM4), industry watchers are closely monitoring two...
Wednesday 22 January 2025
Switch 2 launching in 1H25: IC supply chain gears up despite off-season
Nintendo's recent official announcement of the Switch 2 console launch in the first half of 2025 has generated significant excitement among gamers. Consumer feedback indicates strong...
Wednesday 22 January 2025
EU to raise Biden's AI chip curbs with Trump administration
The European Union will raise concerns with the US over a decision to restrict the export of artificial intelligence chips from the likes of Nvidia to some of its
member states,...
Wednesday 22 January 2025
'When chips are down, India chips in': PSMC-Tata fab milestone signals strengthening supply chain ties with Taiwan
Powerchip Semiconductor Manufacturing Corporation (PSMC) Chairman Frank Huang made a rare public appearance at the India Republic Day reception hosted by Manharsinh Yadav, Director...
Tuesday 21 January 2025
China countermeasures target US mature process chips, TI underfire
In response to US sanctions and subsidies benefiting American chipmakers, China has announced countermeasures targeting the industry. Among the few American companies dominating this...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Monday 20 January 2025
GlobalFoundries to invest US$575 million in advanced packaging center in the US
GlobalFoundries has unveiled plans to invest US$575 million in a cutting-edge advanced packaging and photonics center at its Malta, New York, facility. This ambitious project is designed...
Monday 20 January 2025
Nextin expands the 3D NAND testing equipment market
Recently, South Korean testing equipment provider Nextin is reportedly in discussions to supply testing equipment to Japanese NAND Flash manufacturer Kioxia. If the negotiations work...