Semiconductors


2024-11-25

[News] Jensen Huang Addresses Samsung Omission: Nvidia to Expedite HBM3E Validation

During Nvidia's earnings call on November 20, CEO Jensen Huang praised several key partners, including TSMC, SK Hynix, and Micron, but notably excluded Samsung Electronics. In an interview with Bloomberg on November 23, while attending an event at the Hong Kong University of Science and Technolog...

2024-11-25

[News] U.S. FPGA Peer Lattice Reportedly Explores Acquisition of Intel’s Altera Unit

While rumors have been circulating that Intel is seeking to sell at least a minority stake in Altera, one of its FPGA (Field Programmable Gate Array) peers seems to be interested in the unit. Lattice is reportedly exploring a potential bid to acquire Intel's Altera unit in its entirety, according to...

2024-11-25

[News] AI Chip Demand Spurs TSMC’s High-NA EUV Deployment

According to media reports, market sources previously indicated that TSMC received its first High-NA (High Numerical Aperture) extreme ultraviolet (EUV) lithography machine, the EXE:5000, from Dutch semiconductor equipment manufacturer ASML in September 2024. This marks a shift in TSMC's stance t...

2024-11-25

[News] South Korea Becomes Taiwan’s Largest Trade Deficit Due to NVIDIA AI Supply Chain

According to a report from Central News Agency, citing statistics from Taiwan's Ministry of Finance, South Korea has surpassed Japan to become Taiwan's largest source of trade deficit in the first 10 months of this year, with a trade deficit of USD 18.1 billion, setting a new record ahead of previou...

2024-11-22

[News] China Makes Strides in Memory and Chipmaking, Reportedly Closing Gap with Korea and Taiwan

Though China might not be an industry leader in the semiconductor field in the short-term, the country is indeed disrupting the sector, which is traditionally dominated by South Korea, Taiwan, and the U.S, according to a report by South Korean media outlet Pulse, citing examples such as SMIC. Acc...

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