22
Feb
22
Feb
Economy minister of Netherlands and former ASML CEO visit Samsung’s Pyeongtaek plant
Dirk Beljaarts. Economy Minister of Netherlands and Peter Wennink, former CEO of ASML, visited Samsung Electronics’ semiconductor facility in Pyeongtaek, South Korea, drawing significant industry attention regarding potential future collaborations.
22
Feb
Could GlobalFoundries be the critical link in Intel’s foundry transformation?
Recently, GlobalFoundries (GF) announced an executive reshuffle, fueling speculation that Thomas Caulfield, the company’s current CEO, will be appointed as GF’s executive chairman on April 28. This move has prompted rumors that Caulfield could soon replace Pat Gelsinger as Intel’s CEO. At the same time, swirling reports suggest TSMC may be eyeing a takeover of Intel’s wafer fabs, sparking fresh discussions about GF potentially stepping in to help TSMC by taking control of Intel’s older facilities.
22
Feb
Did Samsung miss a key opportunity for an Intel foundry alliance?
In October 2024, South Korean media reported that Intel’s CEO, Pat Gelsinger, aimed to meet Samsung’s chairman, Lee Jae-Yong, to discuss a foundry alliance that would involve sharing resources in manufacturing, R&D, and technology processes. This information is deemed credible.
22
Feb
Taiwan eyeing Indian talent to support Silicon Valley-like tech hub plans
Taiwan’s status as a global powerhouse in the semiconductor industry could be undermined by labor shortages, but talent from India could provide a solution.
21
Feb
Google unveils AI co-scientist, pioneering new era of reasoning-driven research
To enhance AI’s role in scientific R&D, Google has introduced an “AI co-scientist,” a multi-agent AI system initially available for testing by a select group of research organizations.
21
Feb
Oppo’s Find N5 debuts as world’s thinnest and lightest foldable, redefining industry standards
Oppo unveiled its latest flagship foldable phone, the Find N5, on February 20 in Singapore, highlighting the company’s advancements in mobile phone research and development. With the model set for sale on February 28, the Chinese smartphone maker aims to redefine the foldable phone market while enhancing its brand value and increasing high-end smartphone shipments globally.
21
Feb
China’s auto price war nearing a turning point—Trump’s tariffs could be an unexpected catalyst
China’s automotive market remains caught in an intense price war, with competition becoming increasingly cutthroat over the past two years. This has forced weaker brands out of the market one by one. Industry projections suggest that by 2025, the dust will begin to settle, revealing a new turning point.
21
Feb
Taiwan’s overseas production ratio to rise
Statistics from the Ministry of Economic Affairs (MOEA) indicate that Taiwan’s overseas production ratio in January was 44.8%, a year-over-year decrease of 4.2pp. If Taiwan’s major server ODMs relocate abroad or if TSMC increases its investments in the US, this indicator will certainly reverse and rise.
21
Feb
SK Hynix CEO sees greater opportunities for semiconductor industry amid DeepSeek’s impact
SK Hynix CEO Noh-Jung Kwak, reflecting on the emergence of China’s DeepSeek, predicts that the generative AI model will ultimately have a positive impact on the semiconductor industry in the long run.