Subject


Semiconductors


2023-10-19

[News] China’s Related Companies Brace by Stockpiling Due to New U.S. Chip Ban

The United States has elevated its efforts to curtail the advancement of high-end chips in China. As reported by the CLS News, various companies within China have indicated they received advance notifications and have already amassed chip stockpiles. Analysts suggest that this new wave of bans impli...

2023-10-19

[News] Strategic Shift in Samsung’s Personnel Focuses on SiC

According to a report from South Korean media ETNEWS, Samsung Electronics has appointed former Onsemi director Stephen Hong as Vice President to oversee the SiC (Silicon Carbide) power semiconductor business. They've also set up an internal department dedicated to SiC power semiconductors. Stephe...

2023-10-18

China’s Share in Mature Processes will Speed up to 33% in 2027 under the Pressure of Geopolitics

TrendForce reports that from 2023 to 2027, the global ratio of mature (>28nm) to advanced (<16nm) processes is projected to hover around 7:3. Propelled by policies and incentives promoting local production and domestic IC development, China’s mature process capacity is anticipated to grow f...

2023-10-18

[News] Huawei May Emerge as a Winner as the U.S. Tightens Export Restrictions

The U.S. government tightened its control over exports of advanced computing and semiconductor manufacturing products to China on October 17th. The Entity List now includes more Chinese companies, including two prominent Chinese GPU manufacturers, Biren Technology and Moore Threads. These new restri...

2023-10-18

[News] Kioxia and Western Digital Merger in Turmoil? Reports of SK Hynix Disapproval and a Possible SoftBank Collaboration

Is the merger between NAND flash memory chipmakers Kioxia and Western Digital (WD) , which was expected to be finalized this month, facing a twist? According to media reports, South Korean memory giant SK Hynix is opposing this merger and is considering a collaboration with Japan's SoftBank to inve...

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