Semiconductor Industry Association

seekingalpha.com/article/4682349-asml-earnings-preview-cyclical-recovery-strong-demand-and-sanction-risks

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SeekingAlpha Apr 05

ASML Earnings Preview: Cyclical Recovery, Strong Demand, And Sanction Risks: ASML entered 2024 with strong momentum off the back of record Chinese demand to ...

2

Apr 23

India is a key chip design market, Qualcomm says, as Modi makes semiconductor push

cnbc.com/2024/04/23/india-is-a-key-chip-design-market-says-qualcomm-as-modi-makes-chip-push.html

euronews.com/business/2024/04/18/tsmc-surpasses-profit-forecasts-as-it-rides-high-on-surging-ai-demand

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Euronews

B+

Apr 18

TSMC surpasses profit forecasts as it rides high on surging AI demand : The world’s largest chipmaker recorded a rise in first-quarter income and revenue ...

Quick Glance: TSMC Forecasts Q2 Growth Due to 'Insatiable' AI Demand

TSMC, the world's largest chipmaker, forecasts a potential up to 30% increase in sales in the second quarter, driven by strong demand for semiconductors used in artificial intelligence (AI).

The CEO of TSMC emphasized the insatiable demand for energy-efficient computing power for AI applications, stating that almost all AI innovators are collaborating with the company.

Benefiting from the AI wave, TSMC expects revenue from AI servers to surpass 20% by 2028. The company anticipates that strong demand for its 3nm and 5nm technologies will support business in the second quarter of 2024.

Forecasts for 2024 indicate TSMC's positive outlook, with expectations of revenue rising in the low- to mid-20% range. Despite sluggish smartphone demand, the company remains optimistic about the future due to the ongoing demand for advanced chip technologies.

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Apr 17

ASML results spook market as sales drop below expectations: Net sales for the Dutch semiconductor firm seen as disappointing, coming in at 21 ...

euronews.com/business/2024/04/17/asml-results-spook-market-as-sales-drop-below-expectations

0

Apr 22

From San José to Silicon Valley: Costa Rica is emerging as a hotbed for US chips: Nurtured by Washington, multinationals and universities, the small Central ...

english.elpais.com/international/2024-04-22/from-san-jose-to-silicon-valley-costa-rica-is-emerging-as-a-hotbed-for-us-chips.html

expressnews.com/news/education/article/ut-austin-partnership-launch-semiconductor-19414758.php

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San Antonio Express-News

B+

Apr 22

UT Austin partnership to launch semiconductor training center: The new collaboration will train students from around the world and host programs designed to ...

0

thestar.com.my/business/business-news/2024/04/16/govt-reaching-out-to-msia-to-spur-investment-climate

Apr 16

Govt reaching out to MSIA to spur investment climate: KUALA LUMPUR: The government is reaching out to the Malaysia Semiconductor Industry Association (MSIA) to ...

forbesindia.com/article/take-one-big-story-of-the-day/the-global-race-for-ai-chips-intensifies-where-does-india-stand/92517/1

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forbesindia.com

C

Apr 10

The Global Race For AI Chips Intensifies. Where Does India Stand? - Forbes India: The escalating tensions between the US and China have prompted a relay for tech ...

technode.com/2024/04/07/semicon-china-an-experts-takeaways/

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TechNode Apr 07

Semicon China: an expert’s takeaways: Semicon is a series of exhibitions run by SEMI and focused on semiconductor manufacturing. It has everything ...

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thestar.com.my/business/business-news/2024/04/05/taiwan-earthquake-no-big-impact-for-local-industry

Apr 05

Taiwan earthquake no big impact for local industry: A negligible impact is expected from the recent Taiwan earthquake to semiconductor players locally.

cnbc.com/2024/03/20/intel-awarded-up-to-8point5-billion-from-chips-act-with-loans-available.html

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Reuters

A

Mar 20

The Biden administration said that Intel will receive nearly $20 billion in grants and loans, supercharging the company's domestic semiconductor chip output ... Show more www.reuters.com/technology/intel-clinches-nearly-20-bln-awards-biden-boost-us-chip-output-2024-03-20/

2:15

33

Mar 20

Intel awarded up to $8.5 billion in CHIPS Act grants, with billions more in loans available

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Apr 04

Malaysia emerges as a hotspot for semiconductor firms amid U.S.-China chip tensions

cnbc.com/2024/04/04/malaysia-emerges-as-a-hotspot-for-chip-firms-amid-us-china-tech-war.html

4

Mar 20

The Global Effort to Make an American Microchip: The United States is investing $39 billion to help build factories. But even after U.S. facilities are built ...

nytimes.com/interactive/2024/03/20/business/economy/semiconductor-chip-manufacturing-us.html

arstechnica.com/tech-policy/2024/02/indias-push-to-tax-digital-goods-may-spark-big-chip-shortage-experts-say/

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arstechnica Feb 23

India’s plan to let 1998 digital trade deal expire may worsen chip shortage: Taxing exports of digital movies and games may not be worth sowing discord.

27

Mar 06

Asia's tech industry is recovering on chip boom amid global economic uncertainty, JPMorgan says

cnbc.com/2024/03/06/jpmorgan-says-asias-tech-sector-is-a-bright-spot-amid-global-uncertainty.html

arstechnica.com/tech-policy/2024/02/us-finally-funds-semiconductor-rd-invests-5b-to-start-research-this-summer/

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arstechnica Feb 09

US funds $5B chip effort after lagging on semiconductor innovation: US had failed to fund the "science half" of CHIPS and Science Act, critic said.

58

Feb 10

Sam Altman Attempting to Raise Trillions to Supercharge AI Chipmaking: OpenAI's CEO is already meeting with potential investors, and chip-making partners ...

inc.com/ben-sherry/sam-altman-raising-trillions-to-supercharge-ai-chipmaking.html

138

Mar 29

Demand from auto and AI to lift chip industry: MIDF Research expects a stronger second quarter for the technology sector as the semiconductor industry is poised ...

thestar.com.my/business/business-news/2024/03/29/demand-from-auto-and-ai-to-lift-chip-industry

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thestar.com.my/metro/metro-news/2024/03/26/experts-adapt-to-ai-dont-fear-it

Mar 26

Experts: Adapt to AI, don’t fear it: ALTHOUGH artificial intelligence (AI) will have a big impact on businesses and people’s lives, employees should adapt rather ...

0

Feb 09

Global Semiconductor Sales Hit $526.8 Billion in 2023: The global semiconductor industry saw its sales dropped around $47 billion to nearly $527 billion in 2023 ...

anandtech.com/show/21262/global-semiconductor-sales-hit-5268-billion-in-2023

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Mar 14

Chip upcycle under way: With global semiconductor sales in January growing at the fastest pace in 20 months, this likely marks the beginning of a new multi-year ...

thestar.com.my/business/business-news/2024/03/14/chip-upcycle-under-way

forbes.com/sites/catherinewang/2024/02/16/chipping-in-billionaire-founded-unicorn-startup-makes-semiconductor-chiplets-for-the-ai-boom/

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Forbes

C+

Feb 16

Chipping In: Billionaire-Founded Unicorn Startup Makes Semiconductor ‘Chiplets’ For The AI Boom

ft.com/content/4e0017e8-fb48-4d48-8410-968e3de687bf

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2

fttechnews Mar 11

Malaysia: the surprise winner from US-China chip wars: Tension between Beijing and Washington over access to technology has prompted many companies to open ...

0

Feb 12

Biden administration to invest $5 billion on next-generation chip-tech research: As a part of the CHIPS Act that was approved in 2022, the White House has ...

techspot.com/news/101849-biden-administration-invest-5-billion-next-generation-chip.html

1

thestar.com.my/news/nation/2024/03/06/automation-to-create-new-jobs

Mar 06

‘Automation to create new jobs’: KUALA LUMPUR: The job market will not be adversely affected by the shift to automation, but it will require workers to be ...

indianexpress.com/article/explained/first-semiconductor-fabrication-plant-can-help-plug-in-to-global-value-chain-9189172/

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The Indian Express

C

Feb 29

First semiconductor fabrication plant can help plug in to global value chain: This plant is proposed to be developed as a pure-play foundry that rolls out ...

businessinsider.com/nvidia-ai-chip-semiconductors-tsmc-intel-jobs-arizona-2024-2

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Insider (news website)

B-

Feb 29

Nvidia's AI chip boom could boost US semiconductor industry jobs: Surging demand for Nvidia's AI chips could spur job growth across the US semiconductor industry ...

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Feb 22

MSIA calls for more E&E support policies: The Malaysia Semiconductor Industry Association is urging the National Semiconductor Strategic Task Force to formulate ...

freemalaysiatoday.com/category/business/2024/02/22/msia-calls-for-more-ee-support-policies/

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Taipei Times

taipeitimes.com/News/front/archives/2024/02/20/2003813801

Feb 20

IC production value to surge 15.4% this year: TSIA: Bringing Taiwan to the World and the World to Taiwan

ft.com/content/0cffec6e-ede8-4513-93b1-bb45f03e6595

0

fttechnews Feb 16

Nvidia is nuts, when’s the crash? : A chip in every pot

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The Register

A-

Feb 10

Sam Altman's chip ambitions may be loonier than feared: $7 trillion will buy you a helluva lotta fabs or every chip biz of consequence

theregister.com/2024/02/10/sam_altmans_chip_manufacturing_ambitions/

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3

Bloomberg

bloomberg.com/news/articles/2024-02-05/chip-industry-is-poised-to-bounce-back-after-tough-2023

Feb 05

The World’s Chip Industry Poised to Bounce Back After Tough 2023

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Jan 18

TSMC’s Outlook Backs Hopes for Global Tech Recovery in 2024: Taiwan Semiconductor Manufacturing Co. expects a return to solid growth this quarter and gave itself ...

bloomberg.com/news/articles/2024-01-18/tsmc-profit-drops-less-than-feared-as-chipmakers-escape-trough

Paid articlePaid

Quick Glance: US Semiconductor Index Surges with Strong AI Chip Demand

TSMC signals strong AI chip demand, driving the semiconductor index higher.

TSMC forecasts over 20% revenue growth for 2024 and records a 7.2% increase in US-listed shares.

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Jan 28

Biden Reportedly Plans Billion-dollar Chip Initiative Ahead Of Elections: Eyes On Intel, Taiwan Semicondu

benzinga.com/markets/equities/24/01/36815757/biden-reportedly-plans-billion-dollar-chip-initiative-ahead-of-elections-eyes-on-intel-taiwan-se

bbc.com/news/business-67576918

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BBC News

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Jan 12

Why is the world investing so much in semiconductors?: Worries over shortages have prompted government efforts worldwide to boost computer chip production.

216

Jan 16

Biden administration hopes chips will give it an election year boost: A new center to coordinate government and private industry’s research efforts on computer ...

washingtonpost.com/technology/2024/01/16/biden-chips-center-research/

67

Dec 29 23

IEEE Receives Grant to Develop Lesson Plans On Semiconductors: Students will learn about the industry thanks to funding from onsemi

spectrum.ieee.org/ieee-tryengineering-semiconductor-lesson-plans

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Jan 06

A proposed Chipmaker's Visa could reform H-1B, but will Congress go for it?: It is difficult to overstate the importance of the H-1B visa system to the US ...

techspot.com/news/101427-proposed-chipmaker-visa-could-reform-h-1b-but.html

10

Jan 31

Salutations & Heartiest Congratulations to His Majesty Sultan Ibrahim, King of Malaysia Brought to you by Malaysia Semiconductor Industry Association ... Show more

0

Feb 03

Singapore gears up to ride EV microchips boom: An ongoing chips glut that has gutted growth worldwide could have hurt the local industry much harder ...

straitstimes.com/multimedia/graphics/2024/02/tracing-chip-singapore/

0

Jan 31

Penang properties still hot: GEORGE TOWN: Like the tourism industry which gets a boost from the weak ringgit, the country’s property market, too ...

thestar.com.my/news/nation/2024/01/31/penang-properties-still-hot

businessinsider.com/semiconductor-chips-jobs-hiring-arizona-tech-phoenix-tsmc-intel-china-2024-1

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Insider (news website)

B-

Jan 09

Workers can't get hired for America's semiconductor jobs of the future: America is spending $52 billion to counter China's edge in semiconductor chips ...

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Dec 18 23

How the escalating U.S.-China tech war could hurt American companies: The semiconductor industry has been caught in the crosshairs between the U.S. and China ...

cnbc.com/2023/12/15/how-the-escalating-us-china-tech-war-could-hurt-american-companies.html

Investor's Business Daily

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Dec 11 23

IBD Stock Of The Day: Applied Materials Jumps Back Into Buy Zone: Semiconductor equipment giant Applied Materials is the IBD Stock Of The Day as AMAT stock ...

investors.com/research/ibd-stock-of-the-day/amat-stock-applied-materials-returns-to-buy-zone/

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Jan 10

Semiconductor chip sales on the rise due to AI demand: China led the rise in global chip sales in November, with the world’s second-largest economy buying 7 ...

businesspost.ie/tech/semiconductor-chip-sales-on-the-rise-due-to-ai-demand/

0

Dec 13 23

Chinese chip-related companies shutting down with record speed — 10,900, or around 30 per day, shut down in 2023

tomshardware.com/tech-industry/manufacturing/chinese-chip-related-companies-shutting-down-with-record-speed-10900-or-around-30-per-day-shut-down-in-2023

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Jan 10

STMicroelectronics slims to be lean, mean, chipmaking machine: Streamlines from 3 product groups to 2 as Automotive chief leaves the building

theregister.com/2024/01/10/stmicroelectronics_restructure/

scroll.in/article/1060768/like-chandrayaan-indias-semiconductor-push-aims-for-the-moon-but-success-is-not-guaranteed

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Scroll.in

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Feb 06

Like Chandrayaan, India’s semiconductor push aims for the moon, but success is not guaranteed

Quick Glance: India's Semiconductor Mission: From Moon to Microchips

The success of Chandrayaan-3 mission raises the question of whether government efforts can make India a semiconductor power.

India announced $10 billion in incentives under the Semicon India Programme to become a major hub of chip production.

Despite a strong presence in chip design services, India has no commercial chip manufacturing facilities.

Success or failure in these efforts will heavily depend on policy choices made by governments, going well beyond just the amount of money invested.

2 similar articles

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Politico

B+

Dec 04 23

Raimondo chides Congress on China tech threat: Gina Raimondo over the weekend said China is “the biggest threat we’ve ever had."

politico.com/newsletters/weekly-trade/2023/12/04/raimondo-chides-congress-on-china-tech-threat-00129841

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Dec 08 23

The fight to clean up the toxic legacy of semiconductors: Health, labor, and environmental activists are trying to shore up lax pollution exposure standards for ...

theverge.com/23990525/semiconductor-biden-infrastructure-plan-toxic-chemicals

8

Nov 30 23

Nvidia boss says achieving US chip independence could take up to 20 years: Speaking at the New York Times' DealBook Conference (via Bloomberg) ...

techspot.com/news/101006-nvidia-ceo-achieving-us-chip-independence-could-take.html

4

Dec 25 23

Upsurge in demand for E&E products: GEORGE TOWN: The worst may be over for local electrical and electronics (E&E) companies supporting the artificial ...

thestar.com.my/business/business-news/2023/12/25/upsurge-in-demandfor-ee-products

0

Ars Technica

arstechnica.com/tech-policy/2023/11/nvidia-ceo-us-chip-independence-may-take-20-years-to-achieve/

Dec 01 23

Nvidia CEO: US chip independence may take 20 years to achieve: US may take twice as long as Biden expects to build its own chip supply chain.

0

The Hill (newspaper)

thehill.com/business/4277487-looming-shutdown-sparks-worries-about-chips-funding-rollout/

Nov 01 23

Looming shutdown sparks worries about CHIPS funding rollout: More than a year after President Biden signed the CHIPS and Science Act into law ...

seekingalpha.com/article/4657242-asml-us-tech-sanctions-on-china-are-backfiring

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SeekingAlpha Dec 11 23

ASML: U.S. Tech Sanctions On China Are Backfiring: Loopholes in U.S. sanctions have allowed Chinese semiconductor companies to hoard non-Chinese equipment and ...

0

Oct 31 23

Vietnam eyes first semiconductor plant, US officials warn of high costs: Vietnam is holding talks with chips companies with the aim of boosting investment in the ...

reuters.com/technology/vietnam-eyes-first-semiconductor-plant-us-officials-warn-high-costs-2023-10-31/

20

Dec 06 23

Clear govt policies important to attract, retain investors, says Anwar: KUALA LUMPUR: The government has an important role in enacting clear and integrated ...

thestar.com.my/news/nation/2023/12/06/clear-govt-policies-important-to-attract-retain-investors-says-anwar

0

Nov 27 23

US threatening to hollow out Asia’s chips industry: Even as they share similar concerns about economic security and resilience, the United States’ trading ...

asiatimes.com/2023/11/us-threatening-to-hollow-out-asias-chips-industry/

0

The Diplomat

thediplomat.com/2023/11/how-the-fab-4-can-bring-clarity-to-semiconductor-supply-chains/

Nov 21 23

How the ‘Fab 4’ Can Bring Clarity to Semiconductor Supply Chains: It’s time for the alliance to break away from its feeble, ad hoc gatherings and help foster the ...

0

Nov 02 23

China Chipmaker YMTC Spent $7 Billion to Overcome U.S. Sanctions: YMTC taps Chinese equipment makers to produce wafer fab equipment it needs.

tomshardware.com/tech-industry/manufacturing/ymtc-spent-dollar7-billion-to-overcome-us-restrictions

scmp.com/news/china/article/3242175/new-semiconductor-factories-are-rising-us-billions-chips-act-money-has-yet-flow

1

0

South China Morning Post

C+

Nov 20 23

New semiconductor factories are rising in US, but billions in Chips Act money has yet to flow

0

Nov 19 23

How the ‘Fab 4’ Can Bring Clarity to Semiconductor Supply Chains: It’s time for the alliance to break away from its feeble, ad hoc gatherings and help foster the ...

thediplomat.com/2023/11/how-the-fab-4-can-bring-clarity-to-semiconductor-supply-chains/

0

1

thestar.com.my/news/nation/2023/11/06/most-businesses-will-give-workers-bonuses

Nov 06 23

Most businesses will give workers bonuses: GEORGE TOWN: Despite it being a tough year for businesses, generally most employers are still paying out bonuses to ...

0

thestar.com.my/news/nation/2023/11/07/manufacturing-sector-at-risk-of-losing-talent-over-low-wages

Nov 07 23

Manufacturing sector at risk of losing talent over low wages: KUALA LUMPUR: Many Malaysian companies have become excessively reliant on cheap unskilled foreign ...