Subject


Semiconductors


2024-12-02

[News] China’s Advanced Packaging Sees a Surge in Semiconductor Material M&As amid AI Boom

Amid the AI boom, global semiconductor giants such as TSMC have been making strides in CoWoS capacity expansion. However, market demand for materials related to advanced packaging has also been brewing, as China is seeing a surge in mergers and acquisitions in the sector recently, according to Chine...

2024-11-29

[News] German Plans New Chip Subsidies Estimated at €2 Billion Amid Intel’s Magdeburg Project Delay

According to a report from Liberty Times, citing Bloomberg, in the wake of Intel’s postponement of its fab construction project in Magdeburg, Germany, the German government is preparing new investments in the semiconductor industry, with insiders estimating the funding to be around €2 billion (...

2024-11-29

[News] TSMC Could Begin 2nm Chip Production in the U.S. No Earlier than 2028

The U.S. government’s efforts to boost domestic semiconductor manufacturing continue to gain momentum. According to a report from TechNews, information submitted by TSMC to the U.S. Department of Commerce reveals that the 2nm process is expected to begin production in the U.S. as early as 2028. ...

2024-11-29

[News] Kioxia Reportedly Planning Production Cuts Amid NAND Flash Market Challenges

According to a report by Commercial Times, worsening conditions in the NAND Flash market have sparked speculation within the memory industry that Kioxia may implement production cuts in December 2024, potentially halting the decline in prices or even reversing the trend. Industry insiders quoted ...

2024-11-29

[News] U.S. Reportedly to Unveil Chip Restrictions Next Week, Impacting Samsung, SK hynix, and Micron

Rumors have been circulating that the Biden administration might announce new export restrictions targeting China around Thanksgiving. Now more details have surfaced, as a report from Bloomberg indicates that additional restrictions on the sale of semiconductor equipment and AI memory chips to China...

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