Subject


Semiconductors


2025-02-19

[News] Taiwan’s AI Server Manufacturers Target Texas for U.S. Expansion Amid Tariff Concerns

According to a report from UDN News, Taiwan’s contract manufacturers are gearing up to invest in the U.S. amid escalating tariffs under Trump’s administration. The report, citing Taiwan Electrical and Electronic Manufacturers’ Association (TEEMA) Chairman Richard Lee, notes that Taiwan’s le...

2025-02-19

[News] Singapore States Less Than 1% of NVIDIA’s Revenue Tied to Physical Shipments to The Country

Amid concerns that whether Singapore has become a major intermediary of transferring NVIDIA chips to China, Tan See Leng, Second Minister for Trade and Industry, stated that less than 1% of NVIDIA’s total revenue comes from products physically delivered to the country, according to Bloomberg and l...

2025-02-19

[News] Memory Giants in Talent War as Samsung Hires in Taiwan, Micron & CXMT Poach South Korean Engineers

According to a report from ijiwei, citing Business Korea, Samsung Electronics is actively recruiting engineers with over two years of experience in the memory chip sector in Taiwan. This hiring initiative is part of an expanded effort to enhance its expertise in the memory sector, with a particular ...

2025-02-19

[News] Intel’s Altera Unit Nears Sale as Silver Lake Reportedly Leads Talks

While speculation swirls about Intel splitting and selling to tech giants like TSMC and Broadcom, its FPGA unit appears closer to a sale. According to Bloomberg, Silver Lake Management is in exclusive negotiations to acquire a majority stake in Altera. As Bloomberg noted earlier, private equity f...

2025-02-19

[News] The 2nm Foundry Battle: TSMC Leads, Can Samsung and Intel Catch Up?

Since the 21st century, the global foundry market has undergone rapid development and profound changes. In this highly specialized and technology-intensive field, competition among leading players such as TSMC, Samsung, and Intel has not only driven technological advancements but also shaped the ent...

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