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2025-01-28

[News] Rapidus Reportedly to Install 10 EUV Machines, Aiming for Early Mass Production

While foundry giant TSMC plans to raise its 2025 capex to USD 38-42 billion, marking an up to 40% year-on-year increase, Japan’s Rapidus is also making strides in expansion. With government support backing it up, the company reportedly aims to introduce a total of 10 extreme ultraviolet (EUV) lith...

2025-01-28

[News] Global Power Semiconductor Developments: Three New Updates from Factories Worldwide

Recently, three major power semiconductor factories across different regions have announced significant updates, drawing renewed attention to the industry: Infineon has commenced construction on a new backend factory in Thailand. Indichip and Japan’s YMTL have jointly invested $1.6 billion t...

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. ...

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