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Friday 7 March 2025
Compound semiconductor market on track for US$25 bln by 2030, fueled by EVs, 5G, and AI
The global compound semiconductor market is projected to reach US$25 billion by 2030, growing at an annual rate of nearly 13% from 2024, according to Yole Group's Activity Manager...
Friday 7 March 2025
A vision of robust PC upgrade cycle fuels optimism for 2025
Taiwanese semiconductor firms have recently shared their perspectives on the PC market's trajectory for 2025, exuding optimism. This bullish sentiment stems from a confluence of factors...
Friday 7 March 2025
Deepseek shake-up: Alibaba's XuanTie C920 chips embrace open-source AI shift
The debut of DeepSeek in early 2025 jolted the AI industry, triggering ripple effects across related sectors. Alibaba's Damo Academy recently announced support for the DeepSeek-R1...
Friday 7 March 2025
New contender in the error-corrected computing race: AWS's Ocelot quantum chip
AWS has entered the quantum computing race with Ocelot, a chip featuring built-in error correction aimed at dramatically slashing development costs. The move follows IBM, Google,...
Thursday 6 March 2025
C.C. Wei responds to Trump's call to end CHIPS Act funding: TSMC asks only for fairness
TSMC's announcement of an additional US$100 billion investment in the US, including three new wafer fabs, two advanced packaging facilities, and a major R&D team center, has sparked...
Thursday 6 March 2025
C.C. Wei explains TSMC's $100B US expansion while Taiwan President Lai dismisses Trump pressure
The chairman of Taiwan Semiconductor Manufacturing Company (TSMC), C. C. Wei, recently announced a US$100 billion expansion investment at the White House, drawing significant attention...
Thursday 6 March 2025
Marvell demos 2nm silicon IP, developed with TSMC
Marvell Technology has unveiled its first 2nm silicon IP for advanced AI and cloud infrastructure. The silicon, fabricated using TSMC's 2nm process, is integral to the Marvell platform...
Thursday 6 March 2025
C.C. Wei-Trump meeting highlights Taiwan's irreplaceable semiconductor role, says TSMC supplier Gudeng Precision
On March 3, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) Chairman C.C. Wei met with US President Donald Trump at the White House, where both parties announced that TSMC...
Thursday 6 March 2025
Trump's push to repeal CHIPS Act puts Samsung at greatest risk
In his first congressional address of his second term, US President Donald Trump reaffirmed his commitment to repealing the CHIPS and Science Act, a policy shift that has unsettled...
Thursday 6 March 2025
US tightens screws ahead of China's Two Sessions; can Beijing's tech pioneers break the siege?
The US has imposed a 10% tariff on Chinese imports just ahead of China's annual Two Sessions meetings, heightening economic and geopolitical tensions. The move underscores Washington's...
Thursday 6 March 2025
GlobalWafers continues to invest in compound semiconductors despite market challenges
In recent years, the worldwide silicon carbide (SiC) and other compound semiconductors market has been hit by increased production capacity inside China's supply chain, leading to...
Thursday 6 March 2025
Behind the Scenes: How Mark Liu and Micron CEO Sanjay Mehrotra Are Forging a New Era in US Chip Strategy
Following his retirement as chairman of Taiwan Semiconductor Manufacturing Company (TSMC), Mark Liu shifted his focus to the United States. The latest announcement by Micron Technology...
Thursday 6 March 2025
TSMC's US$100 billion US push: Will Samsung, SK Hynix blink?
Coming on the heels of Donald Trump's second-term victory, TSMC has announced a staggering US$100 billion expansion in the US. This move has sparked debate about whether Samsung Electronics...
Thursday 6 March 2025
SoftBank's Arm to drive Malaysia's US$270 billion chip goals
Arm Holdings Plc has agreed to provide chip designs and technology to Malaysia over the next decade, to help catapult the Southeast Asian country beyond chip assembly and into more...
Thursday 6 March 2025
GlobalWafers anticipates return to growth in 2025, no adjustment notice received for US chip subsidies
GlobalWafers, a silicon wafer company that experienced revenue and profit declines in 2024, anticipates a return to growth in 2025. The Taiwan-based company also stated that it has...