Semiconductors


2024-09-09

[News] Netherlands Expands Export Control over ASML’s Two DUV Machines, Effective on September 7th

In late August, it is said that the Netherlands mulls to ban ASML, the country’s semiconductor equipment giant, from conducting equipment maintenance and providing related backup components in China. Now the latest regulation has been revealed, as the Dutch government announced last Friday the exp...

2024-09-09

[News] TSMC’s Kumamoto Fab Influence Expands, Economic Spillover Effect Expected to Exceed JPY 10 Trillion

TSMC's fab in Kikuyo, Kumamoto Prefecture, Japan (Kumamoto Fab 1) is expected to begin mass production by the end of 2024, with plans for a second fab in the region. Thus, the influence of TSMC's presence continues to expand, as per the latest estimates from local financial institutions. Over the...

2024-09-06

[News] China’s Surge in Chipmaking Tool Purchases May Lead to Overcapacity Crisis of Legacy Chips

To counter the U.S.’s ongoing semiconductor restrictions launched the U.S., China has outspent the U.S., South Korea, Japan, and Taiwan combined on chip manufacturing equipment in the first half of this year. However, sources cited by a report from Commercial Times have warned that China’s ex...

2024-09-06

[News] Qualcomm Rumored to Consider Acquiring Parts of Intel’s Chip Design Business, with a Focus on PC Segment

Amid crisis and various rumors, Intel might be finding a buyer for parts of its chip business? Citing sources familiar with the matter, the latest report by Reuters suggests that U.S. chip giant Qualcomm, which is known for its Snapdragon processors used in smartphones, has investigated the possibil...

2024-09-06

[News] China’s DRAM Expansion Raises Concerns, Potentially Impacting Samsung and SK hynix Profits

According to a report from Korean media ZDNet Korea, Chinese memory manufacturers like CXMT (Changxin Memory Technologies) are aggressively expanding production, which could negatively affect profitability in the traditional DRAM market. Both Samsung and SK hynix are said to be closely monitoring th...

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