Demand for TSMC's advanced process support has been strong. The foundry is set to move the 3nm node to volume production in 2022, with monthly output expected to reach 100,000 wafers in 2023. It remains to be seen whether Huawei - banished...
Kingston intros 16Gb DRAM for servers
Kingston Technology's Server Premier product line has been upgraded to feature 16Gb solutions, according to the memory module vendor.
Memory module firms expect demand to pick up in 4Q20
Memory module makers expect end-market demand to pick up substantially in the fourth quarter of 2020, driven by e-commerce operators' year-end promotions.
Highlights of the day: TSMC mulling more 2nm capacity
TSMC is fast advancing its manufacturing processes, and it has already disclosed a plan to build a 2nm fab in Hsinchu, northern Taiwan. And if demand is strong, it may have to expand a central Taiwan fab to house more 2nm capacity, according...
Taiwan 2020 semiconductor output to exceed NT$3 trillion
Taiwan's semiconductor industries generated NT$2.7 trillion (US$91 billion) in output in 2019, and the value in 2020 is expected to exceed NT$3.0 trillion, said premier Su Tseng-chang in his opening speech at SEMICON Taiwan 2020 on September 23.
The emerging artificial intelligence (AI) and 5G technologies are set to generate unprecedented opportunities and productivity, which will be driving the memory market growth over the next 10 years, according to Micron Technology EVP of global operations Manish Bhatia.
The intensifying US-China tensions are driving Beijing to accelerate its push for semiconductor self-sufficiency. China's 14th 5-year plan running 2021-2025 will focus its IC industry development on third-generation semiconductors such...
Semiconductor market set for growth in 2021
Despite the prevailing pandemic-induced economic uncertainty, the global semiconductor market is poised for growth in 2021, according to SEMI.
SEMICON Taiwan 2020 opens
SEMICON Taiwan 2020 has kicked off in Taipei and will run through Friday, highlighting 15 theme pavilions and innovation zones as well as 19 international forums on-site and online.
Building on bullish growth in first-quarter 2020 in weak market conditions, the world's top-10 semiconductor suppliers managed to continue their revenue growth at a rate of 2.4% in the second quarter of 2020, according to Omdia.
Highlights of the day: 8-inch foundry quotes rising
Supply of 8-inch foundry capacity has been tight, with delivery lead time extending to three to four months. Rush orders placed with 8-inch foundries are expected to face an increase of 10% in quotes in fourth-quarter 2020. In turn, IC...
China's memory startup Yangtze Memory Technologies (YMTC) will be ramping its NAND chip output slowly, according to industry sources.
August billings among North American manufacturers of semiconductor production equipment registered sequential growth for the second consecutive month.
Taiwan-based PCB makers APCB and Apex International, both with manufacturing operations in Thailand, are expected to enjoy new business opportunities arising from Korean makers of DRAM modules relocating production from China to Southeast Asia, according to industry sources.
Huawei's woes seem to have been compounded by Chinese chipmakers who, wary of breaching the US trade sanctions that took effect on September 15, have reportedly suspended shipments to the tech giant. Huawei had been aggressively building...
China chipmakers suspend shipments to Huawei
China-based chipmakers have quietly suspended their shipments to Huawei, as well as the joint development projects they had been working with the Chinese vendor, amid concerns about being targeted for breaching US trade restrictions, according to industry sources.
DRAM and NAND flash chipmakers will be engaged in inventory adjustments during the fourth quarter of 2020, according to sources at Taiwan-based IC distributors.
SEMICON Taiwan 2020 to feature virtual platform
Advanced, smart and green manufacturing will take center stage on-site and online during SEMICON Taiwan 2020 that takes place during September 23-25.
The US is reportedly mulling imposing sanctions on China's largest pure-play foundry house, SMIC. Such a move could severely disrupt supply of NOR flash, as one of the the world's biggest suppliers for the memory, GigaDevice, relies heavily...
A US ban on China's pure-play foundry SMIC, a supplier to GigaDevice, might lead to severe shortages of NOR flash memory, according to Macronix International chairman Miin Wu.
NAND flash ASP to continue slide, says Phison
Despite a recent pick-up in NAND flash spot prices, the memory ASPs will still be on a downward trend until Lunar New Year in February 2021, according to KS Pua, chairman for memory device controller specialist Phison Electronics.
Soaring pandemic-inspired demand for chips that power everything from communications and IT infrastructures to personal computing, gaming and healthcare electronics will drive an 8% increase in global fab equipment spending in 2020 and a 13% increase in 2021, according to SEMI.
Phison Electronics has expressed optimism about its PCIe SSD controller shipments in 2021, thanks to growing demand for game consoles and notebooks, and that from the retail market.
DRAM spot prices rise 10-15% in September
Spot market prices for DRAM memory have rallied 10-15% so far in September 2020, according to sources at memory module houses. Huawei's aggressive chip purchases prior to new US sanctions against it have led to the spot price hikes.
Winbond, Macronix August revenues increase
Winbond Electronics and Macronix International have reported sequential increases in August consolidated revenues of 7.5% and 0.5%, respectively.
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Taiwan LCD TVs – 2Q 2020
Taiwan makers' TV shipments reached 6.28 million units in the second quarter of 2020, growing 35.1% sequentially.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...