Semiconductors


2025-01-27

[News] A $500 Billion Investment Plan to Launch, Benefiting AI Chips

Under the influence of large AI models, AI infrastructure projects are booming worldwide. OpenAI has announced the launch of a $500 billion "Stargate" plan, while ByteDance is reportedly allocating significant funds to build and enhance its AI infrastructure. Although there are differing opinions...

2025-01-24

[News] Former Intel CEO Pat Gelsinger Becomes an Investor for UK AI Startup Fractile

According to a report from Liberty Times, former Intel CEO Pat Gelsinger, who was announced as having “retired” from the company on December 2, 2024, revealed that he has become a seed investor in the UK-based AI chip startup Fractile.ai. I am thrilled to be a seed investor in @Fractile_ai, a...

2025-01-24

[News] U.S. Blockade Fails? China’s Chip Exports Surge for 14 Consecutive Months, Hitting USD 160 Billion in 2024

Amid the tightening U.S. chip export controls, China’s semiconductor industry seems to be unfazed, as its integrated circuit exports in 2024 reached roughly USD 160 billion, setting a historical record and maintaining a 14-month consecutive increase, as noted by Chinese media outlet MyDrivers. ...

2025-01-24

[News] TSMC Reportedly Expects Fab 18 Recovery by Jan. 23, Fab 14 Timeline Uncertain After 6.4 Earthquake

After the 6.4 earthquake on January 21, Taiwanese foundry giant TSMC reportedly managed to restore operations and largely resume normal production by January 23, according to the Commercial Times. Meanwhile, another report from Liberty Times highlights that while TSMC's Fab 18, specializing in ad...

2025-01-24

[News] China’s Semiconductor Capital Expenditure Slows, Equipment Suppliers Cut 2025 Revenue Forecasts

According to a report from Commercial Times, despite the continued growth in semiconductor demand driven by the AI boom, capital expenditure in China's semiconductor industry has started to slow. Consequently, the Semiconductor Equipment Association of Japan (SEAJ) has revised its sales forecast for...

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