TSMC's CoWoS capacity remains in high demand, securing its dominant position in advanced semiconductor packaging with rumored gross margins nearing 80%. However, TSMC is proceeding cautiously with
The global semiconductor industry is undergoing a seismic shift, driven by the explosive growth of artificial intelligence (AI) infrastructure. By 2025, the semiconductor market is projected to reach
Nvidia's H20 AI chip, once expected to anchor its sales in China, now faces an uncertain future as reports surface of halted production orders amid Beijing's push for local alternatives. The b
China's SiC industry faces oversupply as 6-inch substrate prices plunge, prompting a strategic pivot to 8-inch wafersThe silicon carbide (SiC) semiconductor industry in China is undergoing a major
China's semiconductor industry posted CNY455 billion (approx. US$63.3 billion) in total investment during the first half of 2025, down 9.8% from a year earlier, according to a new report. Semicond
The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $179.7 billion during the second quarter of 2025, an increase of 7.8% compared to Q1. Global sales were $59
