The US imposes a 15% tariff and price floors on polysilicon and related products from China to protect domestic manufacturers and curb imports, aiming to secure the semiconductor supply chain.
American materials scientist Elsa Reichmanis, a pioneer in semiconductor manufacturing, received China’s International Science and Technology Cooperation Award. She emphasized that scientific collaboration should transcend rivalry, describing science as a universal language benefiting all society.
The global semiconductor manufacturing equipment market is projected to reach a record high of $229.5 billion by 2028, driven by increased investment in AI infrastructure, advanced logic chips, and next-generation memory products like HBM, according to a SEMI report.
TSMC, the world's largest contract chipmaker, reported record quarterly profits and raised its revenue outlook, driven by robust demand for AI chips. The Taiwan-based company also announced an additional $100 billion investment to expand its advanced chip manufacturing capacity in the US.
TSMC announced June revenue surged 67.9% year-on-year to NT$398.27 billion, pushing first-half revenue to NT$2.4 trillion. Q2 revenue of NT$1.27 trillion surpassed analyst forecasts, driven by robust AI demand and global manufacturing expansion.
Taiwan Semiconductor Manufacturing Company (TSMC) has re-entered the top 10 most valuable companies globally, driven by the artificial intelligence (AI) boom. Its stock rallied, pushing market capitalization to a record high, surpassing Broadcom, with analysts expecting further growth.
SMIC is acquiring a minority stake in SMNC, a 12-inch wafer foundry service provider, with shareholders including the state-backed Big Fund. This move aims to enhance SMIC's asset quality, improve business synergies, and address its production capacity shortages, according to company filings and an industry expert.
President Trump lauded IBM CEO Arvind Krishna for semiconductor advances and quantum computing investments, while admitting regret over selling IBM stock too early. The administration also announced an executive order to accelerate quantum computing development.
TSMC, the world's largest chipmaker, is facing challenges meeting demand from American customers, even with its US factory expansion. CEO C.C. Wei cited high customer demand and the AI boom as key factors, noting that US-based production will take time to scale.
TSMC Chairman C.C. Wei stated the company is "not afraid" of competition from China, citing its manufacturing leadership. He reassured investors about TSMC's Nanjing plant and dismissed asset risks amid China's push for semiconductor self-sufficiency.
SMIC has received final regulatory approval to acquire the remaining 49% of its Beijing foundry unit, SMNC, in a share-based deal valued at US$5.97 billion. This move aims to consolidate SMIC's position in the semiconductor market.
SMIC and Hua Hong Semiconductor anticipate increased Q2 sales driven by AI demand and memory supply shortages, despite US export controls, with potential easing hoped from Xi-Trump meetings.
The founder of China’s largest contract chipmaker has urged the country’s semiconductor industry to pursue breakthroughs in niche markets such as mature chips, citing their importance for “supply chain security”. Richard Chang Rugin, 78, former CEO of Semiconductor Manufacturing International Corp (SMIC), cautioned against blindly chasing industry hype around cutting-edge process nodes. The industry veteran stressed the value of investing in mature nodes and specialty processes, which accounted...
The House Foreign Affairs Committee passed 20 new export control measures, including the Match Act, to restrict Chinese access to US technology and bar Chinese chipmakers from advanced semiconductor equipment. The measures represent the largest significant export control markup in Congress history, requiring allies like Japan and the Netherlands to align with US restrictions on selling advanced semiconductor equipment to China.
