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Sunday 21 September 2025
Nvidia's US$5B Intel stake sparks foundry jitters for TSMC, Samsung
Nvidia's US$5 billion stake in Intel has shaken the global semiconductor landscape, sparking debate over future foundry competition and supply chain realignment. While the deal excludes...
Sunday 21 September 2025
China's Cambricon taps into unprecedented boom in AI chips
Chinese AI chipmaker Cambricon Technologies is seizing what chairman and CEO Chen Tianshi describes as an "unprecedented opportunity" in intelligent computing. Surging domestic demand...
Sunday 21 September 2025
Non-China market opportunities remain despite no involvement in advanced packaging, say Episil and EPI
The surge of 12-inch silicon carbide (SiC) materials entering advanced packaging processes has drawn significant market attention to Episil Technology, which spans first- and third-category...
Saturday 20 September 2025
TSMC, Largan, Episil push back on hype with blunt market outlooks
SiC applications recently gained attention following reports that TSMC and Nvidia are pushing for advancements, elevating companies like Episil and its subsidiary EPI into the market...
Saturday 20 September 2025
Intel-Nvidia's twin strategy faces speed test, but PC path leads, says DIGITIMES analyst
Nvidia and Intel on Thursday detailed a sweeping product roadmap that links their CPU and GPU platforms, while underscoring continued collaboration with Taiwan Semiconductor Manufacturing...
Saturday 20 September 2025
Arizona emerges as a semiconductor hub with TSMC and Intel's 12 fabs
Initial market skepticism doubted whether new fabs from TSMC and Intel in Arizona could ramp up production on schedule. However, TSMC's first 4nm fab began mass production at the...
Saturday 20 September 2025
Nvidia and Broadcom find wins in overlap, not rivalry
With Broadcom securing more application-specific integrated circuit (ASIC) orders, speculation has arisen about Broadcom attempting to overthrow Nvidia. In reality, the two companies...
Saturday 20 September 2025
Samsung China chief: China's tech rise demands global attention
China's ambition to become the world's top manufacturing power by 2049 is far from a pipe dream, according to Jie Yang, President of Samsung China. Speaking at a South Korean parliamentary...
Saturday 20 September 2025
TSC expands overseas presence, optimistic for double-digit growth in 2026
Topco Scientific (TSC) is actively expanding its global footprint. Chairman Jeffery Pan stated that following the layout of global semiconductor clusters, besides establishing locations...
Friday 19 September 2025
TSMC to maintain lead for next 5 to 10 years, says new Minister of Taiwan's National Development Council
Chun-Hsien Yeh, the new minister of Taiwan's National Development Council (NDC), pointed out on September 17 that with strong demand for artificial intelligence (AI), TSMC will be...
Friday 19 September 2025
Texas invests another US$250 million in Samsung's Taylor plant
Samsung Electronics has secured another US$250 million subsidy from the Texas state government, bringing its total state aid to US$520 million. The latest funding comes as Samsung's...
Friday 19 September 2025
Samsung, Wolfspeed escalate silicon carbide race as EV and AI demand climbs
Samsung Electronics is accelerating its research into silicon carbide (SiC), a next-generation power semiconductor material, as competition heats up across the industry.
Friday 19 September 2025
Energy warning for Korea's semiconductor cluster: grid, LNG plans clash with net-zero goals
The Yongin Semiconductor Cluster in South Korea, which is anchored by Samsung Electronics and SK Hynix, is currently under development. However, experts caution that there are unresolved...
Friday 19 September 2025
Samsung gains edge as Micron falters on Nvidia's HBM4 demands
As Nvidia raises the performance threshold for fourth-generation high-bandwidth memory (HBM4), reports suggest that Micron Technology may be struggling to meet these standards. Industry...
Friday 19 September 2025
STMicroelectronics to build PLP pilot line in Tours, aiming for 3Q26 production
STMicroelectronics (STM) has announced a US$60 million investment to establish a panel-level packaging (PLP) technology pilot production line at its Tours facility in France, with...