Export control headwinds are hitting the chip industry, with semiconductor equipment giant Applied Materials being one of the hardest struck. According to Bloomberg, the company has been forced to halt equipment maintenance services for some customers in China, leading to a $400 million revenue loss...

U.S. President Donald Trump has accused Taiwan of taking away America’s semiconductor business, putting the spotlight on how TSMC will respond. According to a report by Taiwan’s Central News Agency (CNA), market sources indicate that TSMC may accelerate its plans for a third fab in Arizona, with...

Recently, three major semiconductor projects worth tens of billions of RMB in Zhuhai, Kunshan, and Wuhan, China, have made significant progress. The Yiyuan Semiconductor Materials Industrial Base project in Jinwan District, Zhuhai, is expected to commence production in February 2026. Luxshare Pre...

In 2024, the foundry industry continued to advance amidst market fluctuations and technological innovations. Leading foundries such as TSMC, SMIC, and Hua Hong Semiconductor have all released their annual financial reports. Looking ahead to 2025, TrendForce predicts that the industry's total outp...

According to a report from ijiwei, citing Business Korea, Micron Technology is set to begin mass production of its 12-stack HBM and will supply it to AI semiconductor giant NVIDIA. As highlighted by the report, Micron completed the development of its 12-stack HBM in September 2024 and has since s...