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Friday 21 February 2025
Micron targets PC replacement trend; PCIe Gen5 penetration to reach 10% in 2026
With the ongoing development of new-generation processors, the introduction of PCIe Gen5 specifications into high-end PC applications is set to commence in 2025. According to Micron...
Friday 21 February 2025
Apple's C1 modem faces market skepticism: Can it rival Qualcomm?
Apple has officially launched its newest budget-friendly model, the iPhone 16e, which is equipped with the company's self-developed modem chip, the C1. The market is keenly observing...
Friday 21 February 2025
Samsung, Micron ramp up global search for HBM talent
Memory firms are stepping up recruitment efforts, as global demand intensifies for manpower supporting development of semiconductors for AI applications.
Friday 21 February 2025
Taiwan ramps up defense spending to boost its domestic military-industrial ecosystem
Taiwan's president William Lai recently announced at a national security meeting that his administration will increase the defense budget to 3% of GDP through special funding, a move...
Thursday 20 February 2025
Reversal of trends in the semiconductor industry (1): From vertical integration to value chain deconstruction
Over the past 70 years of semiconductor industry development, there has been a significant shift towards deconstructing the industrial value chain into individual value chain nodes...
Thursday 20 February 2025
Inside Microsoft's Majorana 1 chip: million-qubit quantum leap towards commercial reality
Microsoft has unveiled its groundbreaking Majorana 1 quantum chip, marking a significant advancement in quantum computing technology. This development represents a fundamental shift...
Thursday 20 February 2025
Nexcom sees robotics market potential materializing in 2026
As inventory levels normalize and artificial intelligence (AI) applications continue to expand in the market, Nexcom chairman Clement Lin expressed confidence that their accumulated...
Thursday 20 February 2025
Low-cost AI models drive edge computing and device upgrade cycle
The emergence of DeepSeek as a transformative force in edge AI development has supply chain operators anticipating a new wave of consumer upgrades across smart devices, from smartphones...
Thursday 20 February 2025
DeepSeek drives demand for Winbond's customized AI memory
The emergence of DeepSeek has demonstrated that edge artificial intelligence (AI) development can proceed without high-performance graphics processing units (GPUs), spurring increased...
Thursday 20 February 2025
Xintec expands investment to boost testing capacity, reshapes strategy for growth
Surging demand for artificial intelligence (AI) is pushing TSMC to expand its advanced packaging capacity. As a key testing partner, Xintec—a TSMC-affiliated outsourced semiconductor...
Thursday 20 February 2025
DeepSeek R1 sparks surge in China's Nvidia H GPU demand
The Chinese computing power market has experienced significant growth following the debut of DeepSeek R1. According to market sources, the end of the Lunar New Year holidays has increased...
Wednesday 19 February 2025
Japanese Startup AZAPA develops semi-solid-state battery system to cut production costs by 40%
AZAPA, a Japanese automotive development and design startup, is set to launch its semi-solid-state battery system by 2025, primarily aimed at electric vehicles (EVs) technology. This...
Wednesday 19 February 2025
Exclusive: Kaynes SemiCon expands global presence, nears OSAT customers in Japan and US
Kaynes SemiCon is strengthening its position in the outsourced semiconductor assembly and test (OSAT) market, moving closer to securing new customers from Japan and the US as part...
Wednesday 19 February 2025
Packaging firm Xintec cautious about 1H25 prospects
Xintec, a TSMC-affiliated semiconductor packaging house, anticipates that increased geopolitical uncertainties, declining market demand, and shifts in customer-supplier strategies...
Wednesday 19 February 2025
ASICs struggle to challenge Nvidia's GPU dominance
The increasing adoption of application-specific integrated circuits (ASICs) for artificial intelligence (AI) has sparked discussions about potential competition to Nvidia's GPU market...