2020-08-04 - Junko Yoshida

Nvidia-Arm Deal: Does It Make Technological Sense?

The proposed Nvidia-Arm deal is no longer an idle speculation but appears real. So the next question is: does it…

2020-08-03 - Junko Yoshida

US-China Cold War: How Did We Even Get Here?

The history of U.S.-China relations has been laced with a series of often gratuitous tit-for-tat trade sanctions. How did we…

2020-07-31 - TrendForce

NAND Flash Market Weakens Rapidly in 3Q20 with Decline in Wafer Prices

After spot prices have been falling for some time, the NAND Flash market is formally seeing a general decline in…

2020-07-30 - Maurizio Di Paolo Emilio 

Power GaN and SiC: Entering a New Era

Yole Développement estimated a general view of wide bandgap materials such as Gallium Nitride and Silicon Carbide...

- Bolaji Ojo

It’s Time for Intel to Double Down on Foundry Business

Intel Corp. dropped the ball. It should today be the world’s biggest semiconductor foundry; not TSMC. This can still change…

2020-07-29 - SEMI

Global Semiconductor Packaging Materials Market to Reach $20.8B by 2024

The global semiconductor packaging materials market will track chip industry growth to expand from $17.6 billion in revenue logged in…

- George Leopold

How the US-China Tech Cold War Is Deepening

Semiconductors are the chokepoint in the coming U.S.-China Technology Cold War, a conflict that’s guaranteed to have unforeseen consequences...

- Alan Patterson

Intel’s 7nm Delay Presents Opportunity for AMD

AMD's gain in market share against Intel is more likely, as we reported earlier, given Intel's yet another delay on…

2020-07-28 - Barbara Jorgensen

U.S. Export Controls Could Dampen Demand for Chip Gear

U.S. semiconductor equipment manufacturers are waiting for the other shoe to drop as Huawei-aimed export controls could dampen demand for…

- SEMI

2Q20 Silicon Wafer Shipments Up Over 1Q20 and Year-Ago Volumes

Worldwide silicon wafer area shipments rose 8% to 3,152 million square inches in the 2nd quarter of 2020 compared to…