After reporting a 25% year-on-year revenue decline in the second quarter, STMicroelectronics has revised its sales outlook for 2024 downward for the second time.
More information has been leaked about MediaTek's Dimensity 9300+ processor, which is expected to power Samsung Electronics' next-generation flagship tablet, the Galaxy Tab S10, according to industry insiders.
The semiconductor industry, traditionally operating at the nanometer scale, is now pushing the boundary toward the even tinier "angstrom" scale (one-tenth of a nanometer) with an innovative team at Taiwan's National Cheng Kung University (NCKU) having crafted self-assembled equipment to achieve this unprecedented precision.
In a forum hosted by the Korean Chamber of Commerce and Industry (KCCI) in Keiju, KCCI Chairman and SK Group chairman Chey Tae-won told participants that Nvidia's dominance in the AI business is unlikely to be shaken in 2-3 years. Still, the Silicon Valley company may face a round of challenges after the period as companies have yet to find profitable business models for artificial intelligence (AI) technologies. Some uncertainties might challenge Nvidia's leadership status.
AMD has postponed the Ryzen 9000 series launch due to quality issues found in initial production units. The company is replacing affected chips and has confirmed a packaging, not silicon, problem.
With Taiwan Semiconductor Manufacturing Company (TSMC) proposing its Foundry 2.0 model, some industry experts compare it with Intel's IDM 2.0. However, the challenges Intel faces today also reflect the inconvenient truth: everyone sees the benefit of market competition by having Intel compete with TSMC in providing foundry services, but are they truly competing?
US-based semiconductor solutions provider Qorvo has partnered with electronic design automation software and engineering services supplier Cadence Design Systems to help Vietnam boost the talent training efforts of the local semiconductor industry.
The booming development of AI applications is accelerating the advancement of IC process production, with fabless chipmakers also upgrading manufacturing specifications for their new products, according to industry sources.
AI startup Tenstorrent, led by chip industry veteran Jim Keller as CEO, recently announced a new generation of AI hardware featuring the Wormhole Tensix processor equipped with RISC-V cores.
Observers believe that US President Joe Biden's decision to forgo his re-election bid will undoubtedly boost Donald Trump's chances of returning to the White House. This could likely lead to a continuation of Trump's tough stance on China, potentially accelerating the reorganization of global supply chains and the deployment of regional production bases. Such developments may benefit Taiwan's struggling machinery industry.
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's production capacities in its Arizona fab will gain some peace of mind amid uncertainties of a renewed tariff war threatened by Donald Trump.
On July 21, US President Joe Biden announced that he would not seek re-election, a decision that adds new variables to the semiconductor and electronic manufacturing supply chain diversification efforts in the US-China chip war. It remains unclear who will represent the Democratic Party in the presidential race against Donald Trump.
Disappointing results from NXP Semiconductors in its latest financial report may indicate that car manufacturers are becoming more conservative and the development of battery electric vehicles (BEVs) has slowed down, according to market sources.
NXP reported that its performance was affected by its customers' inventory management practices. Despite this, the company expressed strong confidence in its joint venture with Taiwan-based Vanguard International Semiconductor (VIS), which is set to operate in Singapore.
Texas Instruments (TI) provided financial guidance that is slightly lower than expectations. The company's capital expenditure (Capex) plan is progressing smoothly, indicating significant structural growth opportunities in the semiconductor industry and highlighting its resilience amid geopolitical tensions.
TSMC has witnessed an increase in orders from Chinese customers seeking super hot runs (SHR), for which they are willing to pay a 40% premium, according to industry sources.
When will AI PC dividends start to pay off for the chip industry? This question has been closely followed by many in the industry during the first half of 2024. The launch of Copilot+PC, the first product to emerge from the Microsoft-Qualcomm collaboration, signals the official kickoff for AI PC business opportunities.
Despite high costs and labor shortages, TSMC has adhered to its international plans to build wafer fabrication plants in Japan, the United States, and Germany.
One of the newest additions to India's growing fabless startup scene is Chennai-based iVP Semi, founded by semiconductor veteran Raja Manickam. In a recent interview with Digitimes Asia, Manickam detailed how iVP sets itself apart from the competition.
Amkor Technology and Infineon Technologies have signed a Memorandum of Understanding (MoU) to jointly promote sustainability and decarbonization methods across their supply chain.
The buzz around AI smartphones is palpable, but their widespread adoption and impact on upgrade demand are expected to become more significant in approximately two years.
NXP's latest financial results indicate that the company continues to navigate the industry downturn, presenting a third-quarter outlook that falls below expectations. These disappointing results could signal similar outcomes for other chipmakers in the electric vehicle (EV) industry.
Huawei's patent infringement lawsuit against MediaTek is likely a move to gain bargaining chips in licensing fee negotiations between the two sides, according to industry sources.
The upcoming US presidential election has attracted increasing attention due to its potential consequences for US export limitations on China's high-tech sector, according to sources at Taiwan-based IC design houses.
