Monthly Archives: August 2024

[News] China Makes Progress in Chip Tool Self-Sufficiency, Yet Lithography Remains a Key Bottleneck

According to a report from the South China Morning Post, the U.S. export controls, which are restricting China’s access to advanced chips and technology, have intensified China’s efforts to replace global semiconductor manufacturing equipment. However, industry sources have indicated that China …

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[News] TSMC’s Expansion beyond 2nm Taking Shape? Angstrom-Class Fabs Possibly in Southern Taiwan

According to sources cited in a report from Commercial Times, in response to the global increase in chip orders and rapid AI development, TSMC is actively seeking available land to keep its most advanced process technologies in Taiwan. Currently, TSMC has …

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[News] Samsung’s Foundry Business Reportedly Struggles with Losses behind Soaring Profits in Q2

In spite of its skyrocketing profit in Q2 thanks to the strong AI demand for memory chips, Samsung Electronics might be still struggling with losses in its foundry business, according to reports by ijiwei and Technews. Citing Korean media, the …

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[News] China’s July CPI Edges Up to 0.5%, but PPI Contracts for 22 Consecutive Months

The National Bureau of Statistics of China released the CPI and PPI data on August 9. The Consumer Price Index (CPI) for July increased by 0.5% year-on-year, higher than the 0.2% growth in the previous month and above the market …

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[News] Korea’s Memory Exports to Taiwan Surge 225% in 1H 2024 Driven by Strong HBM Demand

According to a report from Korea media outlet Yonhap News Agency, South Korea’s memory export to Taiwan has surged by 225% in the first half of the year. The primary driver of this increase is reportedly due to South Korean …

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