According to a recent report from BusinessKorea, Morgan Stanley published its "Winter Looms" analysis, following last month’s "Prepare for the Peak," which warned of an AI bubble. The report continues to take a bearish view on Korean memory chipmakers, citing weak demand for general DRAM and an ov...

As the U.S. and its allies continue to impose technology restrictions on China's semiconductor sector, Beijing has accelerated its efforts to develop homegrown alternatives. Chinese firms are aggressively pursuing advanced AI chip development, aiming to rival Nvidia, the global leader in AI semicond...

While all eyes are on Intel’s restructuring plan, which features the foundry unit’s spin-off and the delay of Germany and Poland factories, there is another critical decision regarding its photonics business. According to Intel’s announcement, the tech giant is moving Integrated Photonics S...

On September 9, 2024, China’s Ministry of Industry and Information Technology (MIIT) released the "Guiding Catalog for the Promotion and Application of Major Technical Equipment (2024 Edition)," listing 286 domestically manufactured equipment items. Among these, the KrF and ArF lithography machine...

In early September, rumors have it that TSMC’s first US fab in Arizona began producing engineering wafers using the 4nm process in April, with yields reportedly comparable to those manufactured in its Southern Taiwan Science Park facility. Now here’s the latest update: the fab has started trial ...