SEMI: US semiconductor investment will surpass China, Taiwan and South Korea from 2027
"Nikkei Asia" reported that with the booming demand for artificial intelligence (AI) and the United States actively promoting local production, the International Semiconductor Industry Association (SEMI) forecast shows that U.S. semiconduc...
TSMC hit a new sky-high price of 1,435 yuan, and its market value exceeded 37 trillion yuan
Wafer foundry TSMC’s American Depositary Receipts (ADRs) broke through the $300 level for the first time, closing at $302.4, up $10.21, or 3.49%. TSMC's stock price rose simultaneously today, reaching NT$1,435 in early trading, setting another s...
Is the Star Door Plan pushing up the memory market? Micron stock price hits new highs
Sharing price of Micron Technology, Inc., a major U.S. memory manufacturer, surged more than 8% on the 1st, setting a record high. Experts are optimistic that the OpenAI Stargate program will drive a new round of memory growth. According to comprehe...
Intel aims at AMD Threadripper, launches new Granite Rapids-WS architecture core data rival
Because of the latest public base test list leak, Intel is preparing to launch a new processor family called Granite Rapids-WS. This series is designed for high-desktop computers and workstation markets, with the goal of directly competing with AMD&...
The impact of tax on Taiwan by Terms 232
This article will bring you an idea: Terms 232 will determine the different courses for products. Enterprises must view each product BOM form Terms 232 to guide enterprises to go to the United States. Enterprises must re-view the long-term strategy...
Patent cockroaches come! The Industrial Research Institute called for the establishment of LOT allia
In recent years, patents have become a weapon for some groups to seek and pay, and the situation has been frequent. The threat of patent lawsuits has prompted Taiwan’s two-half of its conductors and many technology workers to establish a defense all...
Oracle and Broadcom Financial News were amazed! Morgan Stanley is optimistic about CoWoS production
US foreign investors Morgan Stanley (Mordans Morgan) recently issued a latest report stating that Oracle's orders are better than expected, and its financial reports with Broadcom have further boosted the overall AI semiconductor market situatio...
Hanmin Testing has been deeply engaged in semi-conductive testing, with EPS reaching 7 yuan in the f
The global semiconductor industry is ushering in an unprecedented growth machine with the rapid development of AI, high-performance computing, 5G/6G and advanced packaging technologies. It is about to be listed on the Xingkou transaction and was est...
Japan-Taiwan Exchange Association: Without the semiconductor manufacturing in Taiwan, the US AI is i
Kawahiro, deputy representative of the Japan-Taiwan Exchange Association, attended the Crystal Link Summit Forum today and said that Taiwan's semiconductor industry is ahead of the world and develops a complete ecosystem; if semiconductor produc...
Big customers from Botongkou were exposed? Translate OpenAI s own chips to be mass-produced next yea
Market reports that the mysterious chip customer mentioned in the announcement of Broadcom Inc., a major online chip manufacturer, should be OpenAI, a ChatGPT chat robot developer. The British Financial Times quoted an unnamed source on the 4th as r...