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Monday 24 March 2025
Europe's semiconductor push: industry demands 'Chips Act 2.0' to fix supply chain gaps
The European semiconductor industry is urging the European Commission (EC) to update the European Chips Act, broadening its scope beyond manufacturing to include chip design, materials,...
Monday 24 March 2025
Disruption Index 2025: Automotive sector hit hardest, parts costs surpass tariff concerns
In 2025, the automotive industry is projected to surpass healthcare, technology, and financial services for the first time to become the sector most impacted by disruptive changes...
Monday 24 March 2025
Foxconn, Tata, and Dixon lead India's smartphone manufacturing momentum
India's smartphone manufacturing rose in 2024, driven by Apple and Samsung exports, with Foxconn, Tata, and Dixon Technologies significantly increasing production.
Monday 24 March 2025
CIP's Fengmiao project sets benchmark for Taiwan's Phase 3-1 offshore wind expansion
With Phase 2 of Taiwan's offshore wind power development progressing steadily, attention is now turning to Phase 3-1 projects. Among them, the Fengmiao Phase 1 wind farm project,...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Friday 21 March 2025
Apple reportedly seeks Wipro and LMW as India supply chain expands
Apple is reportedly advancing talks with Indian companies like Wipro and Lakshmi Machine Works (LMW) to diversify its supply chain as the company is actively expanding manufacturing...
Friday 21 March 2025
Chinese PCB material price hikes force Taiwan CCL makers to follow suit
Several Chinese suppliers of crucial PCB components, including copper-clad laminate (CCL) and glass fiber fabric, have recently announced price increases in response to global supply...
Friday 21 March 2025
Price war escalates in Chinese smart driving chip market as Qualcomm cuts prices and Nvidia responds
With the rapid development of smart driving technology, competition in China's electric vehicle (EV) market has intensified. Industry sources in China indicate that Qualcomm has cut...
Thursday 20 March 2025
Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE
South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.
Thursday 20 March 2025
Jensen Huang denies involvement in Intel JV foundry, eye expanding US capacity by year-end
On the third day of Nvidia's GTC conference, CEO Jensen Huang dismissed reports that TSMC had proposed a joint venture with Nvidia, AMD, and Broadcom to manage an Intel wafer fab.
Thursday 20 March 2025
Nvidia's GB200 faces early retirement, GB300 set for smoother launch
Despite recent manufacturing improvements, Nvidia's GB200 NVL72 AI server cabinet may become the "shortest-lived" in the company's history, according to industry observers. The cabinet,...
Thursday 20 March 2025
GTC 2025: Taiwan's Nvidia supply chain thrives amid Jensen fever
The Nvidia GTC, widely regarded as the world's premier AI conference, reached unprecedented heights in 2025, with CEO Jensen Huang at the center of the frenzy.
Wednesday 19 March 2025
Commentary: Governor Hobbs' visit to Avnet APAC spotlights evolving semiconductor supply chains
Arizona Governor Katie Hobbs recently led a delegation to Taiwan, focusing on the enhancement of the semiconductor supply chain. The session included discussions with key officials...
Wednesday 19 March 2025
Arizona courts Taiwan chip suppliers while the MOEA assures local investment
Arizona Governor Katie Hobbs recently led a delegation to Taiwan seeking semiconductor supply chain investments, personally recruiting 20 companies at a banquet amid Taiwan's concerns...
Wednesday 19 March 2025
Tariff blitz hits auto supply chain—component suppliers fight back
US President Donald Trump's sweeping tariffs are disrupting the automotive industry. The US imposed a 25% tariff on imported steel and aluminum on March 12, with another 25% tariff...