U.S. government announces up to $300 million in funding to boost advanced semiconductor packaging
6:00am By DIGITIMESThe U.S. government announced plans to invest up to $300 million in three advanced semiconductor packaging research projects located in Georgia, California, and Arizona. These projects aim to develop cutting-edge technologies in advanced substrates, a critical…Despite passenger EV slowdown, commercial EVs surge ahead, says India's leading player
4:44am By DIGITIMESIndia's electric vehicle (EV) market is seeing contrasting trends, with passenger EV sales declining while the commercial segment grows rapidly. Recent data shows a 9 percent year-on-year drop in passenger EV sales in September 2024, marking the lowest point…Finesse Technology rides TSMC, Applied Materials wave: Expansion to Kumamoto with optimistic outlook
4:39am By Levi LiFinesse Technology, a subsidiary of Highlight Technology Corp, specializes in semiconductor ozone supply systems, remote plasma sources (RPS), RF power systems, and technical maintenance services. These solutions are integral to critical semiconductor…Inside TSMC II: Nvidia's 40nm crisis and Morris Chang's solution
3:46am By Levi Li"The supreme quality of leadership is integrity." —Dwight D. Eisenhower.Xi highlights AI risks, warns against US-China decoupling
3:19am By Levi LiAt the 2024 World Internet Conference (WIC), Chinese President Xi Jinping emphasized that while AI empowers humanity to better understand and reshape the world, it also presents unpredictable risks and challenges. Xi urged the global community to adopt…Inside TSMC I: Morris Chang's return to the helm in 2009
3:11am By Levi Li"To each, there comes in their lifetime a special moment when they are figuratively tapped on the shoulder and offered the chance to do a very special thing." —Winston Churchill.MLCC firm Holy Stone to see stable growth in 2025 automotive orders
3:05am By Kevin WangNiche multi-layer ceramic capacitor firm Holy Stone Enterprise points to uncertain demand in the industrial control market for 2025, in contrast with the automotive sector, which will see clear demand next year, even though inventory checks have continued into…Sluggish telecom market growth prompts operators to become full-stack technology suppliers, says IDC
3:02am By DIGITIMESWorldwide spending on telecommunications and pay TV services will reach US$1,544 billion in 2024, representing an increase of 2.4% year-on-year, according to the Worldwide Semiannual Telecom Services Tracker published by IDC. The latest prediction is 1pp…Auto Guangzhou: domestic brands dominate while traditional players retreat
2:09am By Eifeh StromThis year's Auto Guangzhou exhibition features more than 1,000 vehicle models and 86 auto brands, with new entrants like Maextro drawing significant attention from visitors.IQE Taiwan IPO plans remain for 2025 amid strategic review
1:50am By Rodney ChanIQE, a British manufacturer of compound semiconductor wafers and materials solutions, will proceed with its plan to list its Taiwan subsidiary in 2025, despite considering a potential sale of the local operations, according to an unnamed executive.Government subsidies drive 4Q24 TV sales with risks of overdrawing future demand
1:49am By Heidi TaiThe newest round of subsidies for trade-in programs made by China's government targeting TVs and consumer electronics has effectively boosted LCD TV demand in the fourth quarter, stabilizing panel prices. The most notable growth was observed in the ultra-large…SSD sales to outperform DRAM module sales in 2024
Wed 11:55pm By Jessie ShenSSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales will surpass those of DRAM modules.Edom monitors infrastructure development; partners with Nvidia on industrial control, healthcare
Wed 11:38pm By Eifeh StromIC distributor Edom Technology projects that current trends will extend into 2025, with AI remaining the industry's core focus. The company is actively monitoring infrastructure developments in network communications while deepening its collaboration with…IC design houses see Chinese government subsidies stimulate demand
Wed 11:26pm By Rodney ChanChinese government subsidies successfully drove electronics sales during Single's Day shopping events, according to sources at IC design houses. However, concerns have emerged that this may have only accelerated consumer spending, potentially weakening demand…SK Hynix closes in on Samsung with NAND market share set to top 20%
Wed 11:23pm By Levi LiSK Hynix's strategic focus on high-end NAND memory, coupled with rising AI-driven demand, is expected to push its annual market share above 20% in 2024, bringing it closer to industry leader Samsung Electronics.Apple and Xiaomi lead China's Single's Day sales with Honor gaining ground
Wed 11:01pm By Heidi TaiChina's Single's Day shopping season expanded to a full month this year. While overall sales momentum appeared lackluster amid reports of discount exploitation and high return rates, the electronics sector showed strong performance, driven by government…Taiwan govt to leverage semiconductor and AI advantages for US tariff exemption talks
Wed 10:49pm By Kevin WangPresident-elect Donald Trump's proposed 10–20% tariff on all US imports, including those from Japan, South Korea, and Taiwan, has prompted Taiwan's government to prepare negotiations for exemptions based on its semiconductor and AI industry advantages,…Japan expected to announce additional US$1.3 billion investment in Rapidus
Wed 10:29pm By Jingyue HsiaoReports from Kyodo and Nikkei indicate that the Japanese government intends to invest around JPY200 billion (approx. US$1.3 billion) in Rapidus during the fiscal year 2025, spanning from April 2025 to March 2026. This investment aims to bolster the development…TSMC quietly forms advanced packaging supply chain cluster in Southern Taiwan
Wed 9:55pm By Jessie ShenTSMC is strategically developing a dedicated supply chain cluster on 30 hectares (300,000 square meters) of land in Southern Taiwan Science Park (STSP) to strengthen its advanced packaging capabilities, according to industry sources familiar with the discrete…GlobalFoundries cements Chips Act deal for US$1.5 billion grant
Wed 9:47pm By DIGITIMESThe Biden administration has finalized Chips Act incentives for GlobalFoundries (GF), awarding the chipmaker US$1.5 billion in grants to support US factories as part of a broader semiconductor push.China PC sales expected to slump in 1Q25 after trade-in rush
Wed 9:03pm By Jingyue HsiaoThe Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies, according to industry sources.Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs…
Wed 8:44pm By DIGITIMESFollowing its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin. Despite potential export restrictions under the incoming US administration,…Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Wed 8:16pm By DIGITIMESNvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's performance has been remarkable over the past two years. Nvidia is on track to…China accelerates chip independence push in face of Trump 2.0
Wed 8:06pm By Levi LiChina's semiconductor industry is intensifying its drive toward self-sufficiency through expanded state funding and domestic innovation, particularly as Donald Trump's return to the White House approaches. At the 2024 China International Semiconductor Expo (IC…Samsung expands Suzhou packaging investments to bolster HBM competitiveness
Wed 8:05pm By Levi LiSamsung Electronics is bolstering its HBM competitiveness through significant investments in advanced packaging. Upgrades are underway at its Cheonan facility in South Korea, and its Samsung Electronics Suzhou Semiconductor (SESS) plant in China is receiving…Trump's tariff could spur development of 10 new US wafer fabs
Wed 8:05pm By Willis KePresident-elect Donald Trump has suggested implementing tariffs to address various economic issues, though the specifics of these policies remain uncertain until key appointments, including the US Trade Representative and Secretary of the Treasury, are…Rohm delays SiC plant amid EV slowdown
Wed 8:05pm By Jingyue HsiaoRohm Semiconductor is grappling with a significant slowdown in the electric vehicle (EV) market, leading to reduced semiconductor demand and an unexpected financial loss.China's influence wanes in global supercomputing rankings amid US restrictions
Wed 8:05pm By DIGITIMESChina's presence in the world of supercomputing has diminished significantly, according to the latest Top500 list. The number of Chinese systems on the prestigious ranking dropped to 62 from 134 in June 2023, marking a dramatic decline that coincides with the…Malaysia chip talent gap widens despite investment and training efforts
Wed 8:05pm By Jingyue HsiaoMalaysia's semiconductor industry is experiencing a significant talent drain despite substantial investments and training initiatives. The sector faces particular challenges in retaining high-level expertise, prompting government intervention through training…SpaceX launches Starship rocket as Trump and Musk look on
Wed 5:42am By DIGITIMESSpaceX achieved new feats during the sixth major test launch of its Starship system but nixed an eagerly anticipated midair "catch" of the rocket's booster as President-elect Donald Trump looked on in South Texas.
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