18
Feb
Mark Liu, the former executive chairman of Taiwan Semiconductor Manufacturing Company (TSMC), is spearheading a bold initiative to enhance American technology leadership. According to a statement released by the University of California, Berkeley (UC Berkeley), Liu is establishing the Technology Competitiveness and Industrial Policy Center (TCIP) at the university, aiming to usher in a new era of advanced technology development and domestic production.
18
Feb
DRAM manufacturers reportedly plan to cease DDR3, DDR4 production by late 2025
The DRAM market is shifting as falling prices due to weak demand prompt top players like Samsung Electronics, SK Hynix, and Micron to adjust their strategies. These companies are pivoting toward DDR5 and high-bandwidth memory (HBM) and may phase out DDR3 and DDR4 by 2025, anticipating a future focused on advanced memory technologies.
18
Feb
Apple pulls plug on Micro LED smartwatch, but industry pushes forward
Apple has scrapped its plans to develop a Micro LED smartwatch in 2024, dealing a blow to the technology’s immediate prospects. Yet, the scene at CES 2025 suggests Micro LED remains a hotbed of innovation, with companies pressing ahead on new products and breakthroughs. Apple’s retreat may signal challenges, but it hasn’t dampened industry momentum.
18
Feb
MediaTek pushes the limits of smartphone SoC performance and AI: An exclusive inside look
Smartphone SoC innovation has increasingly centered on boosting performance and improving power efficiency. However, unlike the pre-pandemic era, where leaps in technology were frequent, recent progress has been more incremental, fueling the perception that SoC makers are fine-tuning existing tech rather than introducing groundbreaking advancements.
18
Feb
Fujifilm expands CMP slurry and post-CMP cleaner production to target advanced processes
Fujifilm is rapidly expanding its production of semiconductor materials in Kyushu, Japan. In addition to increasing the production capacity of chemical mechanical polishing (CMP) slurries at its factory near TSMC’s Kumamoto plant, the company will also expand production of post-CMP cleaners in Oita Prefecture by the spring of 2026.
18
Feb
Tesla hires in India, signaling entry plans after Modi’s US trip
Tesla is hiring in India, a sure sign it plans to enter the market shortly after CEO Elon Musk met Prime Minister Narendra Modi in the US.
18
Feb
Commentary: Intel’s 18A advantage undermines the case for a TSMC takeover
Pat Gelsinger’s exit as Intel’s chief executive has laid bare a fundamental clash between his vision and that of the board. Gelsinger pushed to ramp up capital spending, expand advanced chipmaking capacity, and reinforce Intel’s “Made in America” ambitions. Reports even suggested he considered acquiring GlobalFoundries to create an end-to-end foundry service spanning both cutting-edge and mature process nodes.
18
Feb
Chinese robotics firms embrace modularization to enhance adaptability in humanoid robots
Industry insiders observe that Chinese robotics companies aim to differentiate themselves from American rivals by embracing modularization. Instead of concentrating only on full humanoid robots, they focus on flexible designs, such as splitting the upper and lower body and creating modular parts like dexterous hands to boost adaptability.
18
Feb
DeepSeek to boost growth in AI PCs and the panel industry in 2025
Currently, there are over 30 million active users of DeepSeek’s large language model (LLM), making it the most popular LLM in China. This has sparked predictions that AI PCs will become more affordable and widely adopted, leading to growth in LTPS panels, which are more energy-efficient and environmentally friendly than OLED panels.
18
Feb
Taiwan dismisses Trump’s TSMC claims, reaffirms win-win semiconductor partnership
After President Trump claimed that Taiwan has taken America’s semiconductor chip business away, some speculate that the US government might regret its decision to provide a US$6.6 billion investment incentive to Taiwan’s TSMC. Is it true that under Trump’s policies, the US government can avoid spending a dime, while Taiwanese companies and other foreign businesses operating in the US are pressured by tariffs to invest and expand domestically? This prospect has raised significant concerns and challenges for Taiwan.