Global semiconductor market to grow by 15% in 2025
December 12, 2024
Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
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TSMC, Nvidia in talks for AI chip production in Arizona
December 06, 2024
However, Nvidia’s Blackwell chips will have to be shipped back to Taiwan for packaging since the Arizona facility does not have the necessary CoWoS capacity, the Reuters report says.
3Q24 global top 10 foundry revenues reach record highs
December 05, 2024
TrendForce reports that despite a weak economy in Q3 2024, new smartphone and PC launches, along with strong demand for AI servers, boosted wafer foundry capacity utilisation compared to Q2.
Lattice mulls making offer for Intel’s Altera
November 25, 2024
Oregon-based low power programmable firm Lattice Semiconductor is seeking a private equity backer as it explores a potential bid, the Bloomberg report said.
US finalizes $6.6 billion in chips grants for TSMC
November 18, 2024
TSMC will produce the world’s most advanced 2-nanometer technology at its second Arizona fab, which is expected to begin production in 2028.
TSMC to tighten scrutiny on Chinese AI chip clients
November 12, 2024
Reports suggest that TSMC has notified its Chinese clients of a temporary suspension on shipments of advanced AI chips produced using 7nm and below process nodes.
Silicon wafer market to reach $18 billion by 2031
November 11, 2024
The growth in the sector is being attributed to the emergence of 5g and the increasing miniaturization of electronic devices.
US orders TSMC to halt shipments of advanced AI chips to China
November 11, 2024
The US Department of Commerce sent a letter to TSMC imposing export restrictions on sophisticated chips, of 7 nanometer or more advanced designs, destined for China, sources told Reuters.
Silver Lake, Bain prepare to bid for stake in Intel’s Altera
November 05, 2024
Intel has started the process for the stake sale in its programmable chips unit Altera, which it acquired for nearly USD 17 billion in 2015. The deal could provide Intel with a much-needed cash boost.
US fines GlobalFoundries for shipping chips to blacklisted firm
November 04, 2024
The Commerce Department said contract chipmaker GlobalFoundries sent 74 shipments worth USD 17.1 million to SJ Semiconductor, an affiliate of sanctioned Chinese firm SMIC, without seeking a license.
Mature process capacity to grow 6% in 2025
October 30, 2024
According to TrendForce's investigations, China's domestic IC substitution policies will allow Chinese foundries to account for the majority of the expansion in mature process capacity in 2025. Despite ongoing price pressure, the top 10 mature process foundries globally are expected to have a 6% rise in capacity by 2025.
Loopholes in US sanctions? TSMC suspends shipments to China firm
October 28, 2024
Chinese company Sophgo had ordered chips from TSMC that reportedly matched the one found on Huawei’s multi-chiplet AI processor, Ascend 910B.
SK Hynix posts record quarterly profit amid AI boom
October 25, 2024
The world’s second-biggest memory chipmaker reported an operating profit of 7 trillion won (USD 5 billion) for the July-September quarter from a loss for the same period last year.
NexChip and Samsung Foundry lead LCD and OLED driver IC markets
October 23, 2024
NexChip and Samsung Foundry have emerged as major leaders in the display driver IC (DDIC) industry for 3Q24, according to the most recent insights from Omdia's Display Driver IC industry Tracker.
Chip packaging tech in US gets $1.6 billion boost
October 21, 2024
Semiconductor packaging allows components to be combined as a single electronic device, and the latest funding under the CHIPS and Science Act seeks to drive innovation in this process.
Samsung delays ASML chip gear deliveries for Texas plant
October 21, 2024
The delayed shipments to the Taylor plant involve ASML’s advanced extreme ultraviolet (EUV) lithography tools, according to Reuters.
TSMC’s third-quarter profit beats forecasts riding on AI boom
October 18, 2024
The Taiwanese chipmaker posted a net profit of T$325.3 billion (USD 10.11 billion) for the quarter ended September 30, compared with the T$300.2 billion predicted by an LSEG SmartEstimate.
Mass layoffs at Intel to impact over 2,000 US jobs
October 17, 2024
The tech giant’s cost-cutting measures will impact 1,300 employees in Oregon. Intel is Oregon’s second-largest private employer. The chipmaker employs more than 20,000 people in the state.
Amkor and TSMC partner on advanced packaging in Arizona
October 08, 2024
Amkor Technology and TSMC have signed a memorandum of understanding to collaborate and bring advanced packaging and test capabilities to Arizona, further expanding the region's semiconductor ecosystem.
Intel, US government edge closer to $8.5 billion in chip funding
September 27, 2024
Any takeover of all or part of Intel’s business could risk disrupting the talks, according to a report in the Financial Times.
TSMC, Samsung consider building $100 billion chip factories in UAE
September 23, 2024
The projects, which will help meet the soaring demand for AI computing, could be funded by the UAE, with the Abu Dhabi-based sovereign development vehicle Mubadala playing a key role, the WSJ says.
Qualcomm approaches Intel about a possible takeover
September 23, 2024
Qualcomm generates less revenue than Intel. It reported USD 35.8 billion in sales in fiscal 2023, compared with Intel’s USD 54.2 billion for the same period.
TSMC’s Japan fab spillover benefits may cross $70 billion
September 09, 2024
The previous estimate only considered the benefits of TSMC’s Kumamoto Fab 1. The latest evaluation includes the impact of the planned construction of Kumamoto Fab 2.
Rivals TSMC and Samsung join hands for HBM4 development
September 06, 2024
Dan Kochpatcharin, Head of Ecosystem and Alliance Management at TSMC, revealed that the two companies are working together on developing a buffer-less HBM4 chip.
VIS and NXP to build a new 300mm JV fab
September 05, 2024
Vanguard International Semiconductor (VIS) and NXP Semiconductors have secured the necessary approvals and injected capital to establish their joint venture VisionPower Semiconductor Manufacturing Company (VSMC). The new company will now proceed with the planned construction its first 300mm wafer manufacturing facility.
CoWos Packaging Driving Growth in Advanced Packaging Equipment
September 05, 2024
Chip-on-wager-on-substrate (CoWos) packaging technology has taken the packaging business by storm, with TrendForce reporting growth in advanced packaging growth of more than 10% in 2024. What is important, this trend could even surpass 20% in 2025.
Urgent orders boost wafer foundry utilisation in Q2
September 03, 2024
Customers have started to restock components following the arrival of China's 618 mid-year shopping season and consumer electronics inventory levels approaching healthy levels. This has led to urgent orders for wafer foundries, reports TrendForce.
Taiwan and Czechia plan to build EU semiconductor cluster
September 02, 2024
Taiwan’s National Security Council Secretary-General Joseph Wu said as TSMC builds an advanced wafer fab in Dresden, Germany, it needs a comprehensive supply chain in Europe.
Intel working hard to address investor concerns, says CEO Pat Gelsinger
August 30, 2024
Gelsinger said though AI was a weak link in its server business, the company would soon launch Lunar Lake, “the most compelling AI PC product ever.”
TSMC gets $1.96 billion subsidy boost from Japan and China
August 26, 2024
These funds are mainly for real estate, equipment and plant purchases, and to offset building and operational costs.
China is 5 years behind global chip leaders, says report
August 23, 2024
However, China is catching up with global leaders in the design of logic chips and is only two years behind.
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