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...Three people close to Chinese chip companies said that SMIC was having to charge 40 to 50 per cent more for products from its 5nm and 7nm fabrication nodes than Taiwan’s TSMC does at the same nodes....
...The South Korean semiconductor companies typically bundle used equipment into packages before selling them to dealers who put them up for sale at auctions....
..., to gain a larger share of the $500bn semiconductor market....
...The company left its guidance for 2024 unchanged. Shares in the group were down about 7 per cent on Wednesday....
...world’s most advanced semiconductors are produced....
...Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker, evacuated personnel from some of its plants....
...Washington and Beijing’s race for tech supremacy has pushed the semiconductor industry and related companies to seek third locations to avoid fallout....
...Still, the high levels of precision required to make semiconductors means earthquakes remain a serious challenge to the industry....
...The company reported better than expected revenues in March and posted a profit for the first time in 18 months, as it credited soaring demand for AI products....
...Taiwan Semiconductor Manufacturing Company, the world’s biggest contract chipmaker, is similarly bullish, forecasting a return to strong growth this year as the global market recovers....
...The global tech rally has raised share prices in European semiconductor equipment maker ASML, German chipmaker Infineon and BE Semiconductor (Besi)....
...Geopolitics aside, there is another strong argument for ending Asia’s dominance in semiconductor manufacturing: the risk of earthquakes....
...The Philadelphia Stock Exchange Semiconductor Index, which tracks the 30 top US chip companies, has risen by more than 50 per cent in 12 months as investors bet on continued soaring demand for the AI processors...
...The world’s biggest chipmaker, Taiwan Semiconductor Manufacturing Co, has agreed to make its most advanced products in Arizona from 2028, in a boost to White House efforts to bring semiconductor production...
...US chip company Intel will make high-end semiconductors for Microsoft, the companies announced, as it seeks to compete with TSMC and Samsung to supply the next generation of silicon used in artificial intelligence...
...Taiwan Semiconductor Manufacturing Company’s decision to bring its latest technology to America is a big step forward for US President Joe Biden’s quest for security in the vital tech supply chain — but...
...After getting into the chip production business, the company is now moving upstream, building a massive semiconductor equipment R&D centre in western Shanghai, Nikkei Asia’s Cheng Ting-Fang writes....
...The $304bn company has successfully navigated the post-pandemic chip glut and east-west tensions. ASML makes the advanced lithography machines used to manufacture high-end semiconductors....
...Even many Japanese have not heard of JSR, a company that embodies one of the few areas of the semiconductor industry where Japan retains dominance....
...The company’s own growth outlook is more than double its forecast for the overall semiconductor market, which Wei said was likely to see an increase of more than 10 per cent....
...Sales of €5.3bn came in at the midpoint of company guidance....
...Big share prices moves in Europe today include British consumer goods company Reckitt, Paris-based Gucci owner Kering and Dutch maker of water processing equipment for semiconductor manufacturers ASM International...
...Other leading AI companies are pursuing a similar goal....
...Aaron Levie, chief of cloud storage company Box, said even big companies were carving out only relatively small amounts of $2mn or so to test generative AI....
...The US start-up’s chief executive Sam Altman is seeking to launch a semiconductor business to reduce its dependence on cutting-edge chips made by Nvidia....
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