Subject


Semiconductors


2024-05-20

[News] TSMC Targets to Increase Specialty Capacity by 50% by 2027, with N4e Reportedly its Latest Weapon

In addition to the aggressive overseas expansion plans recently, TSMC also demonstrates its ambition of increasing specialty capacity, targeting to be expanded by 50% by 2027, according to a report by AnandTech. A key driver of this demand will be TSMC’s forthcoming specialty node, N4e, a 4nm-clas...

2024-05-17

[News] Qualcomm Reportedly Expects No Product Revenue from Huawei After This Year, While Royalty Income Remain

Previously, the U.S. Department of Commerce revoked Intel and Qualcomm’s export licenses to Huawei, leading to speculation that they are now prohibited from collaborating with Huawei. According to a report from TechNews, Qualcomm anticipates that after 2024, it will no longer receive product reve...

2024-05-17

[News] Rapidus Partners RISC-V Player Esperanto, Targeting Low-Power AI Chip

On May 16, Japanese foundry startup Rapidus announced the signing of a Memorandum of Understanding (MoU) with American RISC-V architecture chip design company, Esperanto. The two sides will collaborate on the research and development of AI semiconductors for data centers, aiming to jointly develop l...

2024-05-17

[News] Kioxia Optimistic about NAND Market Sentiment; Price Hike Expected in Q2

Kioxia, one of the world's major NAND manufacturer, anticipates a strong market outlook, emphasizing a full recovery this season in key NAND applications such as PCs and smartphones. According to a report from the Economic Daily News, coupled with an expected surge in demand for new laptops and ...

2024-05-17

[News] China Reportedly Demands Automakers Increase Local Chip Procurement to 25%

To strengthen its semiconductor supply chain, the Chinese government is reportedly requiring domestic automakers, including BYD, to expand their procurement of locally-produced chips. The goal is to increase the proportion of domestically-sourced automotive chips to 25% by 2025. According to a re...

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