The US has initiated a Section 301 investigation into China's mature semiconductor processes and third-generation silicon carbide (SiC) semiconductors. Supply chain operators state that the increa
In 2025, we expect 9.5% growth in the global semiconductor market, driven by robust demand for data centre services, including AI. However, growth in other, more mature segments is expected to be stag
Taiwanese chip manufacturer TSMC has announced a $100 billion investment in the United States, aiming to build five additional semiconductor facilities.The plan was revealed by TSMC CEO C.C. Wei along
Prices of mature process memory, long hit by oversupply due to fast capacity expansion at Chinese makers, are expected to rebound, thanks to the Chinese government's consumption stimulus programs.
With the ongoing development of new-generation processors, the introduction of PCIe Gen5 specifications into high-end PC applications is set to commence in 2025. According to Micron Technology, Gen4 p
The global market is watching how TSMC, pressured by the US, might assist Intel's foundry operations, while Samsung Electronics and Rapidus, also facing challenges, may similarly require TSMC'
Europe's industrial control and automotive sectors remain sluggish, with weak demand and excess inventory likely delaying recovery until the second quarter of 2025, according to IDMs and IC distri
China's semiconductor equipment purchases are expected to decline in 2025 after three years of growth, according to Canadian research firm TechInsights. The decline comes amid industry overcapacit
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation. This premiu
The Malaysian Investment Development Authority (MIDA) and Infineon Technologies have launched a vendor development program to enhance Malaysia's semiconductor industry.According to Bernama and SME
Chosun Biz and ICSmart report that Samsung Electronics plans to reduce NAND wafer production at its Xi'an factory in China by over 10%. Amid a global NAND oversupply, this decision likely aims to
The IC design industry has seen demand in 2024 vary starkly across different applications: cloud AI-related demand continued to grow month by month, while the edge device sector was fraught with uncer
