Market sources have identified Naura Technology as the principal beneficiary of China's initiative to achieve self-sufficiency in chipmaking equipment. Revenue for the Chinese fab toolmaker increased by 50.7% in 2023.
GlobalFoundries (GF) has appointed a new head for its operations in Asia with a particular focus on China, but market observers said the company faces an uphill battle in China.
Taiwan's Department of Industrial Technology (DoIT) under the Ministry of Economic Affairs (MOEA) has confirmed that AMD has submitted an application to establish an R&D center in Taiwan.
The PC sector, which had been relatively quiet for some time, has regained global attention due to two key developments: Artificial Intelligence (AI) and Microsoft's backing for the Arm architecture, according to notebook industry sources.
ASML Holding NV and Taiwan Semiconductor Manufacturing Co. have ways to disable the world's most sophisticated chipmaking machines in the event that China invades Taiwan, according to people familiar with the matter.
Sony's semiconductor business, namely the Imaging & Sensing Solutions Segment primarily driven by CMOS Image Sensors (CIS), is expected to experience significant growth in the fiscal year 2024 despite a decline in operating profits in the fiscal year 2023 (April 2023 to March 2024).
The advent of the AI smartphone era has marked a new chapter in the competition for Application Processors (AP) that determine smartphone performance, with the 3nm mobile AP war already underway.
Many in the South Korean industry believe that with TSMC, the leading semiconductor foundry, facing increasing risks from earthquakes in Taiwan and unstable cross-strait relations, Samsung hopes to seize new opportunities by establishing a 3nm supply chain for Nvidia. In this context, it is reported that Samsung Electronics' primary task in 2024 in its semiconductor foundry business will be securing orders for Nvidia's advanced chips.
The Winnipeg, Canada-based CEMWorks is looking to bring its electromagnetic (EM) simulation solution to more companies to help develop new technologies, contributing to the "precision and efficiency" of the design, manufacturing, and application process for electronics.
