Semiconductors


2023-11-28

[News] China’s Strategic Chip Investments May Risk Global Domination in Two Years

China is actively investing in chips with a mature process of 20nm and above. According to Chosun Ilbo, some insiders signal a potential shift of over 50% of global mature-node chips production to China within the next 2 to 3 years. As semiconductors focusing on mature process account for 75% of ov...

2023-11-28

[News] Current Investment and Financing Landscape in Chinese Semiconductor Industry

The semiconductor industry in China is gradually recovering in response to shifts in downstream demand in the end of November. This positive trend is reflected in the industry's dynamics of investment and financing. There have been nearly 40 financing events in the semiconductor industry. Sectors...

2023-11-27

[News] TSMC Chairman Notes Global Fragmentation with the Rise of Nvidia and Fabless companies

TSMC's Chairman, Mark Liu, recently addressed the challenges posed by global fragmentation and emerging national security concerns, which may potentially lead to a slowdown in global innovation. Despite these concerns, Liu emphasized Taiwan's ability to respond calmly. TSMC remains committed to adva...

2023-11-27

[News] Facing Price War, Taiwanese Foundries Tend to Lower Prices and Secure Orders

With 32 mature process wafer fabs set to be completed in China by the end of next year, Taiwanese wafer foundries are gearing up early in response to the "red alert." Faced with the pricing war, semiconductor insiders reveal that mature process foundries in Taiwan are anticipating a roughly 10% r...

2023-11-27

[News] TSMC Rumored to Consider a 2% Price Concession for Mature Processes Next Year  

Recent reports from the IC design industry suggest that TSMC, the leading semiconductor foundry, is contemplating a slight price concession for certain mature processes next year, marking a return after three years. Despite its reputation for firm pricing, TSMC's willingness to make concessions is s...

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