Subject


Semiconductors


2024-12-20

[News] Kioxia Urges Bain and Toshiba to Sell Shares, Aims to Double AI NAND Market Share in Three Years

On December 18, Japan's leading NAND Flash manufacturer, Kioxia, debuted on the Tokyo Stock Exchange’s Prime Market with its Initial Public Offering (IPO). According to a report from MoneyDJ, citing Nikkei, Kioxia’s president, Nobuo Hayasaka, announced on December 19 that the company plans to ur...

2024-12-20

[News] NVIDIA Reportedly Asks Super Micro to Investigate AI Chips Acquired by China Following U.S. Demand

According to a report from Reuters, citing The Information, the U.S. Department of Commerce has recently requested NVIDIA to investigate how its AI chips ended up in China over the past year. This request comes as part of ongoing efforts to enforce export control regulations and address potential un...

2024-12-20

[News] Intel Reportedly Narrows down Bidders for Altera, with Formal Offers Due by January’s End

After finalizing the USD 7.86 billion funding award under U.S. CHIPS Act, Intel may be close to another business turnaround. According to Bloomberg, Team Blue has advanced several buyout firms to the next stage of bidding for Altera, its FPGA unit. A deadline for potential buyers to submit formal...

2024-12-20

[News] TSMC and Samsung: Close Combat on FOPLP, with Different Panel Materials for Packaging

TSMC and Samsung are not just archrivals in the foundry market. They also confront each other in an emerging sector, the Fan-Out Panel-Level Packaging (FOPLP) technology. According to South Korean media outlet ETnews, the two semiconductor giants, while both eyeing FOPLP as a secret weapon to high-p...

2024-12-19

[News] Taiwanese Foundries UMC and VIS Reportedly to Face Higher Depreciation Pressure Starting from 2025

As TSMC keeps advancing in the most cutting-edge nodes, its foundry peers in Taiwan may have to deal with multiple challenges. In addition to the price war launched by their Chinese rivals, Taiwanese foundries focusing on legacy nodes, including UMC and TSMC’s affiliate VIS, will face significantl...

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