Subject


Semiconductors


2024-08-12

[News] China Makes Progress in Chip Tool Self-Sufficiency, Yet Lithography Remains a Key Bottleneck

According to a report from the South China Morning Post, the U.S. export controls, which are restricting China's access to advanced chips and technology, have intensified China's efforts to replace global semiconductor manufacturing equipment. However, industry sources have indicated that China sti...

2024-08-12

[News] TSMC’s Expansion beyond 2nm Taking Shape? Angstrom-Class Fabs Possibly in Southern Taiwan

According to sources cited in a report from Commercial Times, in response to the global increase in chip orders and rapid AI development, TSMC is actively seeking available land to keep its most advanced process technologies in Taiwan. Currently, TSMC has already planned three 2nm fabs at the N...

2024-08-12

[News] Samsung’s Foundry Business Reportedly Struggles with Losses behind Soaring Profits in Q2

In spite of its skyrocketing profit in Q2 thanks to the strong AI demand for memory chips, Samsung Electronics might be still struggling with losses in its foundry business, according to reports by ijiwei and Technews. Citing Korean media, the reports indicate that Samsung’s foundry business is...

2024-08-12

[News] Korea’s Memory Exports to Taiwan Surge 225% in 1H 2024 Driven by Strong HBM Demand

According to a report from Korea media outlet Yonhap News Agency, South Korea's memory export to Taiwan has surged by 225% in the first half of the year. The primary driver of this increase is reportedly due to South Korean chipmaker SK hynix's supply of HBM to U.S. AI chip giant NVIDIA, which pa...

2024-08-09

[News] TEL Raises Full-year Forecast; Nearly 50% of Last Quarter’s Revenue Comes from China

Japanese semiconductor equipment maker Tokyo Electron (TEL) has raised its profit forecast for the fiscal year 2024 (ending March 2025), expecting an operating profit of JPY 627 billion (approximately USD 4.3 billion), an 8% increase from its previous guidance. Tokyo Electron contributed the str...

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