As a new round of U.S. export crackdown on China’s semiconductor industry kicked off last week, global semiconductor giants have been evaluating the impact. Among them, U.S. chip equipment maker KLA may be the first company to go into detail, noting that the curbs would have roughly a USD 500 mill...

According to a report by the Commercial Times, industries including display panels, IC design, memory, and optical communications are experiencing a surge in rush orders toward the end of the year and the Lunar New Year period. This uptick is driven by the nearing completion of inventory clearance a...

As TSMC keeps making strides in advanced nodes, its Taiwanese foundry peers may be facing tough competition on mature nodes from Chinese rivals, including SMIC, Hua Hong Group, and Nexchip, as per Economic Daily News. The report indicates that recently, prices for 12-inch wafers from Chinese foundri...

Amid Intel’s struggles on finding a successor after former CEO Pat Gelsinger’s retirement a few days ago, Team Blue seems to have a much more serious problem regarding its 18A process, once touted as the lifesaver of its foundry unit. According to South Korean media outlet Chosun Daily, Intel...

Another addition to TSMC’s prestigious client roster in its Arizona facility. According to Reuters, following tech giants Apple and AMD, NVIDIA is reportedly in talks with TSMC to manufacture its Blackwell AI chips at the new Arizona fab. Preparations for production are already underway, as TSM...