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2025-04-22

[New] AMD Rumored to Sell the AI Server Assembly Fab in the U.S.

As the U.S. enhances the influence on the tech industry with related policies, chip giant AMD is rumored to sell its AI server assembly plant located in the United States, followed by proactive bidding from major OEM manufacturers in Taiwan. It’s reported that companies like Compal and Wiwynn have...

2025-04-21

[News] Is TSMC N2 Facing a Challenger? Intel 18A Claims 25% Speed, 36% Power Improvements

Intel has been making significant efforts to revive its foundry business, and signs of progress are beginning to emerge with the upcoming launch of its 18A process. According to Wccftech, Intel is expected to showcase the process at the 2025 VLSI Symposium, and the company has recently disclosed maj...

2025-04-21

[News] China’s Rare Earth Curbs Puts EV Industry on Alert as Magnet Supplies Could Be Depleted Soon

According to a report from Liberty Times, citing the Financial Times and the Korea Herald, China’s recent export controls on rare earth materials could lead to automotive production shutdowns, as inventories of essential magnets could be depleted within months if Beijing fully halts exports. Th...

2025-04-21

[News] TSMC’s U.S. Fab Posts NT$14.3 Billion Loss, While China Operations Deliver Steady Profit

As TSMC advances its U.S. expansion, growing attention has been placed on the contribution of its Arizona operations. According to its 2024 annual report, TSMC’s Arizona facility posted a loss of nearly NT$14.3 billion last year, making it the company’s most costly overseas site. In contrast, it...

2025-04-21

[News] Huawei’s Ascend 920 Reportedly Set for 2H25 : Concerns Grow Over SMIC’s Capability and HBM Access

As the U.S.-China chip war heats up, China is going all-in on AI ASICs, with Huawei’s flagship chips stealing the spotlight. But with rumors of the Ascend 920 entering mass production in 2H25, Commercial Times raises doubts about SMIC’s N+3 process and the chip’s access to top-tier HBM. Acc...

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