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- [News] China’s Smartphone Market Enters the “National Subsidy” Era
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Monthly Archives: January 2025
[News] Why the U.S. Bars India from Unrestricted Access to AI Chips
On January 13, the Biden administration issued new restrictions on the export of AI chips, aiming to block rivals like China from accessing advanced technology. Notably, India, a strategic partner of the U.S., is excluded from the list of 18 …
[News] TSMC Projects 20% Revenue CAGR Over the Next Five Years, Driven by AI Demand
On January 16, TSMC held its earnings call, during which Chairman and CEO C.C. Wei provided insights into the continued growth in AI demand. As reported by TechNews, Wei underscored that AI demand is expected to remain strong through 2025, …
[News] Plessey and Meta Unveil Groundbreaking Red Micro LED Display for AR Glasses, Featuring Up to 6 Million Nits
Plessey Semiconductors, a leading developer of Micro LED display solutions, and Meta Platforms have collaborated to develop what is touted as the world’s brightest red Micro LED display, designed specifically for AR glasses. With a brightness of up to 6 …
Posted in Optical Semiconductors
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[News] TSMC: U.S. Chip Export Controls “Manageable”; Arizona Fabs Progress Ahead of Schedule
Shortly after Biden’s latest announcement on the chip export control targeting processors made on 14nm, 16nm, or more cutting-edge nodes, TSMC’s Chairman C.C. Wei claimed that the impact would be “manageable” at the foundry giant’s earnings call today. C.C. Wei …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged Arizona, Chip Ban, TSMC
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[News] TSMC Projects Q1 Gross Margin to Hold Steady at 58%, with 2025 CapEx Rising up to USD 42 Billion
TSMC held its Q4 earnings call today (16th), reporting an EPS for 2024 that exceeded expectations, reaching NT$45.25 (USD 1.41). For the 2025 financial outlook, TSMC forecasts Q1 revenue to range between USD 25 billion and USD 25.8 billion, with …