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Wednesday 4 December 2024
Pat Gelsinger's retirement opens doors for potential transactions at Intel
Intel's CEO Pat Gelsinger's unexpected resignation has created new opportunities for the company to explore potential transaction options, including those previously rejected during...
Tuesday 3 December 2024
New US ban imposes 'large yard, high fence' on Chinese equipment, materials, EDA
The US Department of Commerce's Bureau of Industry and Security (BIS) released a new regulation on December 2, adding 140 Chinese companies to the Entity List. This regulation targets...
Tuesday 3 December 2024
Chinese foundries, memory firms face US export curbs
The upcoming US ban targets the Chinese semiconductor industry in what is expected to be the third significant crackdown in three years. However, the number of companies affected...
Tuesday 3 December 2024
Chinese OSATs step up investment in advanced packaging
Chinese outsourced semiconductor assembly and test (OSAT) providers have intensified their capacity expansion for advanced packaging to support the country's semiconductor self-sufficiency...
Friday 29 November 2024
DRAM makers tighten year-end control as flash inventory nears bottom
China's DRAM spot prices have faced continued declines throughout November, with DDR4 particularly hard hit. In contrast, NAND flash prices have shown signs of stabilizing. Following...
Friday 29 November 2024
PSMC advances with western PMIC growth and 3D AI foundry debut
Powerchip Semiconductor Manufacturing Corporation (PSMC) announced on November 28 the launch of its Tongluo facility in Miaoli, central Taiwan, equipped with advanced interposer production...
Friday 29 November 2024
China's semiconductor industry makes significant strides, putting pressure on South Korean firms
China's largest foundry operator, SMIC, surpassed the US$2 billion revenue mark for the first time in the third quarter of 2024. Meanwhile, companies like CXMT and JHICC are aggressively...
Thursday 28 November 2024
Lam Research to set up office at Tata-PSMC wafer fab
Taiwan-based pure-play foundry PSMC is building a 12-inch wafer fab for Tata Electronics in India, and Lam Research, eyeing growing Indian opportunities, plans to set up an office...
Wednesday 27 November 2024
40nm crisis: how TSMC shaped Nvidia's triumph, AMD's demise
The 2009 TSMC 40nm process crisis was a defining moment for the wafer foundry industry, offering pivotal lessons for the broader semiconductor sector. As TSMC founder Morris Chang...
Tuesday 26 November 2024
Huawei presses ahead with AI chip plans despite yield concerns
Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously,...
Monday 25 November 2024
Strict scrutiny of wafer qualification paves the way for 7nm technology restrictions
According to findings from China's semiconductor think tank, ICwise, the US Department of Commerce's (DOC) recent sanctions differ slightly from previous measures.
Monday 25 November 2024
Global wafer foundry industry to see over 10% CAGR in revenues from 2024-2029, says DIGITIMES Research
The global wafer foundry industry will grow by a compound annual growth rate (CAGR) of 11.5% from 2024 to 2029, reaching US$270 billion, driven by AI and high-performance computing...
Friday 22 November 2024
ESMT struggles with inventory backlogs, projects weak early 2025 market
Elite Semiconductor Microelectronics Technology Inc. (ESMT) expected a rebound in the memory market in the second half of 2024, driving an increase in wafer production. However, demand...
Thursday 21 November 2024
Trump's tariff could spur development of 10 new US wafer fabs
President-elect Donald Trump has suggested implementing tariffs to address various economic issues, though the specifics of these policies remain uncertain until key appointments,...
Tuesday 19 November 2024
Musk stirs Germany's political waters as Intel's US$10 billion fab faces setback
Amid Germany's political upheaval ahead of its February 2025 federal elections, Tesla CEO Elon Musk has intensified tensions by denouncing the country's centrist and leftist leaders...