Articles


YDME company photo
2024-11-18

[News] Beijing Plans 12-Inch Wafer Fab with YDME and BOE as Investors

According to a report by the South China Morning Post, Beijing plans to invest 33 billion yuan (US$4.6 billion) in building a 12-inch wafer fabrication facility. The initiative, spearheaded by state-owned enterprises and funds, represents a significant step in China’s efforts to strengthen its dom...

2024-11-18

[News] TSMC to Build 10 Global Facilities in 2025, Boosting Capex Nearing Historical High

According to a report in Economic Daily News, TSMC is accelerating its global expansion due to geopolitical factors, with ten ongoing or newly launched construction projects by 2025. This ambitious plan sets a new record for the company and marks a first in the global semiconductor industry, with t...

NVIDIA Blackwell
2024-11-18

[News] NVIDIA’s Blackwell GPUs Reportedly Overheat in Server Racks, Sparking Delay Concerns

Is NVIDIA facing another hitch before Blackwell GPUs officially hit the market? Following the yield issues a couple of month ago, the AI giant’s Blackwell processors are reportedly encountering overheating problems when installed in high-capacity server racks, according to a report by The Informat...

2024-11-18

[News] Japan, EU, Korea Invest Billions in Semiconductor Chips

According to data from the Semiconductor Industry Association (SIA), global semiconductor sales in Q3 2024 increased by 23.2% year-over-year and 10.7% quarter-over-quarter. This year, fields such as AI, big data, and new energy vehicles have driven rapid growth in the semiconductor industry. R...

2024-11-18

[News] SK hynix Sees U.S. Revenue Reach 64%, as China’s Contribution Fading

Unlike semiconductor equipment makers such as ASML, which are highly exposed to the fluctuation in China, SK hynix’s outlook seems to be promising thanks to the strong HBM demand from U.S. According to its quarterly report released on November 15th, cited by Korean media outlet newdaily, with the ...

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