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2024-12-06

[News] NVIDIA Reportedly in Talks with TSMC to Produce Blackwell in Arizona, While Packaging Handled in Taiwan

Another addition to TSMC’s prestigious client roster in its Arizona facility. According to Reuters, following tech giants Apple and AMD, NVIDIA is reportedly in talks with TSMC to manufacture its Blackwell AI chips at the new Arizona fab. Preparations for production are already underway, as TSM...

2024-12-06

[News] Collaborations Abound in the Micro LED Field! A Review of 17 New Cases in 2024

Collaboration between upstream and downstream players in the display industry within the Micro LED field is becoming increasingly close, with the trend of industry consolidation becoming more apparent. Recently, numerous display companies and research institutions have intensified their collaborativ...

2024-12-06

[News] Semiconductor Equipment Market Sees Robust Growth Fueled by AI Despite Declining China Demand

According to a report from MoneyDJ, citing a Nikkei report from December 4, generative AI demand is expected to boost revenue growth for semiconductor equipment manufacturers this quarter. The report highlights that while demand from the industrial and automotive markets remains weak, strong demand ...

2024-12-05

[News] Malaysia Warns Trump’s Tariff Threats on BRICS Could Disrupt Semiconductor Supply

According to a report from Reuters, Malaysia warned on Thursday that any move by the incoming Trump administration to impose high tariffs on BRICS countries for potentially creating a new currency or shifting away from the U.S. dollar could disrupt the global semiconductor supply chain. The repo...

2024-12-05

[News] NXP Reportedly Commits to Build China-Specific Chip Supply Chain amid Tightening U.S. Export Controls

Following a new wave of U.S. export restrictions that targets nearly 140 Chinese semiconductor companies, NXP, while making strides in building a chip plant in Singapore, affirms that it is working to provide the capability of a localized supply chain within China, according to a report from Bloombe...

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