Articles


2025-01-17

[News] China to Investigate U.S. Chip Subsidies, Suspected Legacy Chips Dumping

According to a Commercial Times report, citing Global Times, China’s Ministry of Commerce announced on January 16th that it has received complaints from domestic companies regarding U.S. firms benefiting from subsidies under the U.S. CHIPS Act and exporting mature-node chips to China at low prices...

2025-01-17

[News] Market Fears Confirmed? South Korea’s NAND Flash Exports Plunged 13.1% in 4Q24

Amid market concerns that major memory firms have been gradually scaling down their legacy NAND production, the reports from Business Korea and Sedaily, citing Korea Customs Service data, validate the worries. In the fourth quarter of 2024, South Korea's NAND flash exports dropped 13.1% year-over-ye...

2025-01-17

[News] Why the U.S. Bars India from Unrestricted Access to AI Chips

On January 13, the Biden administration issued new restrictions on the export of AI chips, aiming to block rivals like China from accessing advanced technology. Notably, India, a strategic partner of the U.S., is excluded from the list of 18 countries that are granted unrestricted access to advan...

2025-01-16

[News] TSMC Projects 20% Revenue CAGR Over the Next Five Years, Driven by AI Demand

On January 16, TSMC held its earnings call, during which Chairman and CEO C.C. Wei provided insights into the continued growth in AI demand. As reported by TechNews, Wei underscored that AI demand is expected to remain strong through 2025, positioning it as a key revenue driver for TSMC in the ye...

2025-01-16

[News] TSMC: U.S. Chip Export Controls “Manageable”; Arizona Fabs Progress Ahead of Schedule

Shortly after Biden’s latest announcement on the chip export control targeting processors made on 14nm, 16nm, or more cutting-edge nodes, TSMC’s Chairman C.C. Wei claimed that the impact would be “manageable” at the foundry giant’s earnings call today. C.C. Wei noted that though TSMC ha...

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