Semiconductors


2024-02-07

[News] US Allocates USD 39 Billion Subsidy to Semiconductor Industry for Establishing Plants

US Commerce Secretary Gina Raimondo has announced on February 5th that the Commerce Department would distribute substantial subsidies to chipmakers investing in the US within the next two months. The subsidy recipients are expected to include companies like TSMC and Intel. As per a report from Re...

2024-02-07

[News] SMIC’s Net Profit Halved Last Year, Faces Further Reductions This Year

China's leading semiconductor foundry, SMIC International, announced its fourth-quarter financial results on February 6th. While the quarter's revenue exceeded expectations, a significant drop in gross margin led to a sharp decrease in net profit by less than 50% to below USD 1 billion last year. ...

2024-02-07

[Insights] Memory Spot Price Update: Limited DRAM Quotes, Weak NAND Flash Momentum

According to the latest spot prices for memory from TrendForce, due to the Chinese New Year holiday, the spot market is experiencing a limited number of released quotes and very few transactions for DRAM. The trading momentum in the NAND Flash spot market has also not shown any improvement. Details ...

TSMC's global production capacity layout
2024-02-07

[News] TSMC’s JASM Kumamoto Plant 2 Greenlit, Construction Expected to Commence by Year’s End

TSMC officially gives the green light to the second fab in Kumamoto, Japan! On January 6th, TSMC, Sony Semiconductor Solutions Corporation (SSS), DENSO Corporation (DENSO), and Toyota Motor Corporation (Toyota) jointly announced further investment in TSMC's Japanese subsidiary, Japan Advanced Semico...

2024-02-07

[Insights] OpenAI CEO’s Ambition to Build Semiconductor Plant Grows Stronger

In late December 2023, reports surfaced indicating OpenAI CEO Sam Altman's intention to raise funds to construct a semiconductor plant, ensuring a secure supply of AI chips. According to a report from the Washington Post on January 24, 2024, Sam Altman has engaged with US congressional members to...

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