The global semiconductor industry is facing numerous challenges, with several renowned fabs halting operations, delaying construction, or shutting down production lines. These developments have caused significant disruptions across the industry. Recently, the GlobalFoundries-STMicroelectronics fa...

While foundry giant TSMC plans to raise its 2025 capex to USD 38-42 billion, marking an up to 40% year-on-year increase, Japan’s Rapidus is also making strides in expansion. With government support backing it up, the company reportedly aims to introduce a total of 10 extreme ultraviolet (EUV) lith...

Recently, three major power semiconductor factories across different regions have announced significant updates, drawing renewed attention to the industry: Infineon has commenced construction on a new backend factory in Thailand. Indichip and Japan’s YMTL have jointly invested $1.6 billion t...

Under the influence of large AI models, AI infrastructure projects are booming worldwide. OpenAI has announced the launch of a $500 billion "Stargate" plan, while ByteDance is reportedly allocating significant funds to build and enhance its AI infrastructure. Although there are differing opinions...

According to a report from Liberty Times, former Intel CEO Pat Gelsinger, who was announced as having “retired” from the company on December 2, 2024, revealed that he has become a seed investor in the UK-based AI chip startup Fractile.ai. I am thrilled to be a seed investor in @Fractile_ai, a...