Articles


2024-10-29

[New] TSMC and SPIL Unveil New Advanced Node and CoWoS Expansion Efforts in Taiwan

Taiwan's semiconductor manufacturing is making strides in advanced process and packaging expansion. TSMC’s new 2nm fab in Kaohsiung will hold a tool-in ceremony this November, followed by equipment installations in December. Meanwhile, ASE’s Siliconware Precision Industries is set to expand adva...

2024-10-29

[News] Samsung Reportedly Plans 400-layer Vertical NAND by 2026, Targeting 1,000-layer NAND by 2030

As HBM has become a key battlefield for memory giants amid the AI wave, NAND chips with more layers, which are also ideal for high-capacity solid-state drives (SSDs) used in AI data centers, are in great demand as well. According to the latest report by the Korea Economic Daily, Samsung aims to intr...

2024-10-29

[News] Huawei’s Proxy Tactics for Advanced Chips Expose New U.S. Sanctions Loophole

TSMC has recently been implicated in a controversy surrounding Huawei’s Ascend 910B chip, which was reportedly manufactured by TSMC. According to Reuters, Huawei placed its chip orders through a proxy, Chinese firm Sophgo. Although Sophgo quickly issued a statement on its website denying any co...

2024-10-29

[News] Qualcomm Dispute Highlights Arm’s Challenge Posed by Tech Giants’ Custom Silicon Designs

A battle between two tech giants has been launched, as major IP supplier Arm Holdings is terminating its architectural license agreement with Qualcomm, the world’s top mobile chipmaker. The move may be regarded as a counter measure by Arm to the emerging trend of custom silicon designs, as compani...

2024-10-29

[News] Japan’s Tightening Labor Market Continues to Support BOJ Rate Hikes

Japan's labor market continued to show tightness in September, according to data released by the Ministry of Internal Affairs and Communications and the Ministry of Health, Labour and Welfare on October 29. The unemployment rate fell to 2.4%, down from 2.5% in the previous month, while the job-to...

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