Monthly Archives: May 2024

[News] US Reportedly Expands Investigation into Applied Materials, Possibly due to Concerns of Shipments to SMIC

Applied Materials, the largest US semiconductor equipment manufacturer, has received subpoenas from the US Securities and Exchange Commission as well as the US Attorney’s Office of the District of Massachusetts in February, according to the latest report by Reuters. Citing sources …

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[News] China’s Big Fund Phase Three Commences, Injecting 344 Billion RMB into Semiconductor Industry Growth

According to TianYanCha.com, the third phase of the National Integrated Circuit Industry Investment Fund Co., Ltd. has recently been established in China. The legal representative is Zhang Xin, with a registered capital of RMB 344 billion. The fund’s business scope …

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[News] Google Reportedly Shifts Orders from Samsung to TSMC for Its Upcoming Tensor G5 in the Pixel 10 Series

Google has reportedly collaborated with TSMC on the upcoming Tensor G5 chip, slated for use in the Pixel 10 series smartphone to be released next year, according to media outlet Android Authority, based on information it spotted in trade databases. …

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[News] UMC’s Global and Local Orders Surge Amid U.S. Tariffs on China and Networking Market Recovery

According to Taiwan’s Economic Daily News, UMC has recently engaged in discussions with global giants such as Texas Instruments and Infineon about long-term cooperation plans. Additionally, Taiwan’s two leading IC design companies, MediaTek and Realtek, have seen their inventories of …

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[News] Amid Growing HBM Demand, SK Hynix Chairman Reportedly Considers Production in Japan and the US

According to a report by Nikkei News, SK Hynix is considering expanding its investment to Japan and the US to increase HBM production and meet customer demand. Reportedly, the demand for high-bandwidth memory (HBM) is surging thanks to the AI boom. SK …

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