In the first quarter of 2025, TSMC announced the official mass production of its 1.4nm process technology, achieving a transistor density of 320 million per square millimeter—equivalent to shrinking the entire map of New York City down to the size of a fingernail. Meanwhile, the latest data from the U.S. Department of Commerce shows that … Read more
Semiconductor manufacturing materials have long been dominated by Japan. In particular, Japan’s photoresists and high-precision silicon wafers play a crucial role in the global semiconductor supply chain. In recent years, Japan has leveraged its material advantages to exert significant influence over South Korea, a major semiconductor manufacturing nation, amid tensions in Japan-South Korea relations. According … Read more
NVIDIA’s GB200 and GB300 are experiencing strong market conditions, with a surge in demand for indium phosphide (InP) as a critical material for high-speed AI computing. This has led to a significant shortage of related substrates, with buyers stating, ‘We’ll take as much (material) as available, price is not an issue.’ The critical material for … Read more
Jicui Network · Love Jicui APP, available for download in major mainstream app stores Recently, Texas Instruments (TI) announced an investment of over $60 billion (approximately 430.8 billion RMB) in the construction of seven wafer fabs in Texas and Utah, marking the largest investment in the U.S. semiconductor manufacturing industry in history and seen as … Read more
1. Reshaping the Semiconductor New Cold War: Texas Instruments’ $43 Billion Strategy to Reshape the Global Supply Chain 2. Aqara Smart Camera G100: Deep Integration of Product Innovation and Chip Technology 3. Masayoshi Son of SoftBank Seeks Partnership with TSMC to Establish an AI Industrial Park in Arizona 4. NVIDIA Collaborates with Foxconn: Houston Factory … Read more
Over the past two decades, additive manufacturing has made significant progress, evolving from a niche technology primarily used for prototyping into a manufacturing process with the potential to transform various business models and value propositions. However, despite its immense potential, additive manufacturing excels in certain applications while underperforming in others. This paradox does not stem … Read more
On June 17, Nomura Securities released a latest research report stating that Meta is expected to launch its next-generation AI ASIC chip MTIAT-V1 as early as the fourth quarter of 2025. This chip is designed by Broadcom and utilizes high-spec 36-layer PCBs and hybrid cooling technology, with specifications exceeding those of NVIDIA’s next-generation AI chip … Read more
Remember to star the public account ⭐️ to receive notifications promptly. Recently, SEMI pointed out in its latest “Global Semiconductor Equipment Market Report” that the global semiconductor equipment shipment value in the first quarter of 2025 is expected to grow by 21% year-on-year, reaching $32.05 billion. According to typical seasonal patterns, the shipment value in … Read more
Recently, there has been significant interaction between the US and Taiwan in the semiconductor industry. First, during a banquet hosted by Tsai Ing-wen for US Deputy Secretary of State Keith Krach, TSMC founder Morris Chang was the only corporate guest present, drawing attention to the US-Taiwan push for semiconductor cooperation. The so-called “Minister of Economic … Read more
Recently, Japan’s semiconductor giant #Renesas Electronics announced the dissolution of its silicon carbide (SiC) team and the cancellation of its planned mass production of SiC power semiconductors originally scheduled for early 2025. This news has stirred significant waves in the semiconductor industry. According to various sources, Renesas is currently preparing to sell its new SiC … Read more