Semiconductors


2024-10-15

[News] U.S. Reacts to China’s Gallium Export Controls with New Initiative for Diamond-Based Semiconductors

China has taken steps to assert state ownership over its rare-earth materials necessary for semiconductor production by enacting a regulation that came into effect on October 1st. In response to China’s export restrictions, the U.S. Department of Defense agency DARPA (Defense Advanced Research Pro...

2024-10-14

[News] SBI Chairman Accuses PSMC of Dishonesty, Calls Breakup a Blessing

A major collaboration between Taiwan and Japan on semiconductors has been halted, as PSMC suddenly informed SBI Holdings in late September that it was unable to proceed with the plan of constructing a fab in Japan as it had promised a year ago. With various speculations circulating concerning the re...

2024-10-14

[News] TSMC’s Capital Expenditure Expected to Remain Unchanged This Year Ahead of Earnings Call

At TSMC's upcoming earnings call on Thursday (October 17th), capital expenditure has become one of the key points of interest for the market. According to a report from Economic Daily News, institutional investors believe that TSMC’s capital expenditure range this year will remain unchanged. While...

2024-10-14

[News] Intel Employees Prepare for Layoff Notices as Cuts Enter Peak Phase This Week

Intel, grappling with financial difficulties, is set to enter a peak phase of layoffs this week after announcing plans to cut around 15,000 jobs. According to a report by CTECH, following the departure of employees who opted for early retirement at the end of September, Intel is moving forward with ...

2024-10-14

[News] Preview for TSMC’s Key 3nm Clients ahead of Earnings Call: Order Surge Expected in 2025

Ahead of TSMC’s upcoming third-quarter earnings call this Thursday, a report by the Commercial Times gives a heads-up on the foundry giant’s outlook of 3nm orders next year. With NVIDIA and AMD ramping up their next-gen AI accelerators, combined with the strong demand from smartphone chips, orde...

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