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...

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...

As Chinese memory powerhouse CXMT reportedly began mass-producing DDR5 chips in late 2024, a wave of intrigue has surrounded its technological advancements. Despite the tightening grip of U.S. chip controls, the company seems to be breaking through to more cutting-edge processes, leaving the industr...

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...

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...