Subject


Semiconductors


2023-12-11

[News] Intel’s Possibility? Nvidia Hints at Considering a Third Foundry Partner

Nvidia CFO, Colette Kress, recently hinted again that the next-gen chips might be outsourced to Intel Corp. During the call with semiconductor analyst Tim Arcuri at the UBS Global Technology Conference on November 28th, she was asked whether Intel would be considered as a foundry partner for the nex...

2023-12-11

[News] European Silicon Isle Boosts Intel, Closing in on TSMC

According to ChinaTimes' report, Intel's strides in European chip manufacturing are narrowing the gap with TSMC. The Fab 34 in Ireland has taken a significant step in production using EUV for the first time, with Intel 4 technology equivalent to the original 7nm. The research firm IC Knowledge ha...

2023-12-08

[News] Resolution of Labor Dispute Paves the Way for Accelerated Equipment Installation at TSMC’s US Fab

The labor dispute sparked by TSMC's venture into the United States is poised to come to a close. TSMC's Arizona plant and the local labor union, Arizona Building and Construction Trades Council (AZBTC), announced an agreement yesterday. TSMC will collaborate with the local union to establish a workf...

2023-12-08

[News] TSMC President Highlights 2024 Semiconductor Challenges While Envisioning Abundant AI Opportunities

On the 7th, TSMC convened the 2023 Supply Chain Management Forum, C.C. Wei, President of TSMC, acknowledging persistent inflationary pressures, remains optimistic about 2024. He also cited the rapid growth of AI applications as a key driver of opportunities, reported by CTEE. Wei addressed the pi...

2023-12-08

[Insights] Chinese Government Invests in Huawei Supply Chain; Semiconductor Self-sufficiency for China’s Long-Term Growth

Bloomberg reported in early December 2023 that the Chinese government has been directly investing to assist Huawei in building its chip supply chain since 2019, indicating that the ongoing uncertainties in the U.S.-China trade war, the pursuit of semiconductor industry self-sufficiency is expected ...

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