Investments in new fab projects starting construction in 2020 are expected to reach nearly US$50 billion, up about US$12 billion from 2019, according to SEMI.
Memory modules specialist Orient Semiconductor Electronics (OSE) is expected to see its September revenues hit an all-time high for the third consecutive month, driven by a pull-in of orders for NAND flash devices, as well as orders for EMS services, according to market watchers,
Capex spending for memory ICs was the driving factor behind strong increases in industry-wide capex spending over the past two years. Most of those upgrades and expansion plans are now completed or have entered their final building phases. As a result, memory capex is forecast to account for 43% of...
China's move to improve self-sufficiency for semiconductors is gaining momentum - in line with the country's national policy and in the wake of the trade war with the US - with DRAM startup ChangXin Memory Technologies moving in equipment at its 12-inch fab. CXMT...
DRAM startup CXMT gearing up for production
China-based DRAM chipmaker ChangXin Memory Technologies (CXMT, formerly Innotron) has kicked off 12-inch fab equipment move-in in the third quarter, aiming to start commercial runs for part of its production lines by the end of 2019, according to industry sources.
Japan-Korea trade dispute brings opportunities for Taiwan supply chain, says Winbond executive
Trade disputes between Japan and South Korea will likely result in fundamental changes to both countries' high-tech industry supply chains, while opening the door for enhanced cooperation between the Korean and Taiwanese high-tech sectors, according to Pei-Lin Pai, VP of technology R&D for Winbond...
Macronix, Winbond August revenues increase
Macronix International and Winbond Electronics have reported sequential increases in August consolidated revenues of 24.9% and 3.1%, respectively.
The overall semiconductor market may be weak, but TSMC has seen strong demand for its 7nm manufacturing capacity, with orders, particularly those from Chinese clients, already extending to the first half of 2020, despite uncertainties...
Micron CEO visit to China sparks speculation
Micron Technology CEO Sanjay Mehrotra recently paid a visit to China, during which he reportedly met executives at Tsinghua Unigroup, raising speculation about potential cooperation between the two companies.
Chip sales fall nearly 14% in 1H19, says IHS
Chip sales during the initial six months of 2019 plunged by 13.9% compared to a year earlier, the biggest drop in a half since the first half of 2009, according to IHS Markit.
300mm fab equipment spending to seesaw, says SEMI
Spending on 300mm fab equipment will slowly recover in 2020 after the 2019 downturn and take off in 2021 to log a new record high topping US$60 billion, only to lag again in 2022 and rebound to an all-time peak in 2023, according to SEMI.
Chinese IT firms have been keen on reducing reliance on US supplies in the wake of the US-China trade war. Taiwan's IC design service providers used to land orders from China-based clients for mainly mining processors and high-performance computing chips, but have seen more of the customers engaged...
Global semiconductor sales continue to drop
Worldwide sales of semiconductors posted a year-over-year decline for the seventh consecutive month in July 2019.
Impacted by softening markets and rising uncertainty in global trade and economy, semiconductor spending of the world's top OEMs will face the steepest decline in a decade. According to IHS Markit, worldwide top OEMs semiconductor spending will amount to US$316.6 billion in 2019, down 7% from 2018.
Nanya raises bit shipment forecast for 3Q19
DRAM chipmaker Nanya Technology has revised upward its bit shipment guidance for the third quarter of 2019 to over 25% growth sequentially from the mid-teen percentage increase estimated previously.
China's Yangtze Memory Technologies (YMTC) has kicked off volume production of 64-layer 256Gb TLC 3D NAND chips, according to indsutry sources.
EMS provider Lite-On Technology has disclosed it will sell its SSD business unit consisting of personnel, production equipment, technology and proprietary intellectual properties, inventory and client relations to Toshiba Memory at a tentative price of US$165 million.
Highlights of the day: IT companies see mixed 2H19
Many IT firms from industries including DRAM and NAND flash and optical fingerprint sensor are optimistic about demand in the second half of 2019, but the same may not go for polarizer makers. DRAM and NAND flash players are expected to see demand...
GigaDevice develops RISC-V MCU
China-based GigaDevice Semiconductor has unveiled what the company claims is the world's first 32-bit general-purpose MCU based on RISC-V architecture, with the product samples and development tools available now.
Memory demand for datacenters to pick up
DRAM and NAND flash demand for server and datacenter applications is expected to pick up as early as the third or fourth quarter of 2019, and will become robust next year, according to industry sources.
Former UMC CEO to lead Wuhan Xinxin
Shih-Wei Sun, ex-CEO of Taiwan-based foundry United Microelectronics (UMC) who joined China's state-owned Tsinghua Unigroup in 2017, has been recently appointed as president and CEO for Wuhan Xinxin Semiconductor Manufacturing (XMC).
Testing demand for high-end 5G SoCs has emerged and that for memory chips is set to pick up in early 2020, which will drive revenue increases at Advantest, a major Japan-based supplier of semiconductor testing equipment, according to company sources.
China's state-owned Tsinghua Unigroup has clinched a deal with the Chongqing municipal government to build its DRAM operations headquarters, R&D and manufacturing facilities in the country's southwestern city, according to industry sources.
Micron Technology is already engaged in risk production of DRAM chips built using 1z-nanometer process technology at its Hiroshima fab in Japan, according to the US memory chip vendor. The more advanced manufacturing node will be ready for mass production at Micron's Taiwan-based plant in the first...
Highlights of the day: Semiconductor industry on a rise
Taiwan handsets – 2Q 2019
Taiwan's handset shipments arrived at 13.8 million units in the second quarter of 2019, a level similar to that of the previous...
Taiwan LCD monitors – 2Q 2019
Taiwan PC monitor shipments continued their on-year growth momentum in the second quarter of 2019, but the increase slowed to...
Taiwan small- to mid-size LCD panels – 2Q 2019
Although second-quarter 2019 was the traditional peak season for the small- to medium-size panel industry, Taiwan's shipments...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...