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Friday 17 May 2024
Applied Materials projects significant revenue growth from GAA, sparking major chipmakers showdown in 2025
Applied Materials revealed that its revenue from GAA process equipment is expected to increase significantly over the next 1-2 years, indicating that TSMC's 2nm GAA chips will likely...
Friday 17 May 2024
Topco sees strong orders from Chinese foundries
Topco Scientific, a Taiwan-based semiconductor material distributor, has seen a significant increase in orders from Chinese foundries whose 12-inch fab utilization rates have risen...
Friday 17 May 2024
Intel steps up equipment and material orders for advanced packaging
Intel has stepped up orders with several equipment and material suppliers for its next-generation advanced packaging based on glass substrate technology, which is expected to go into...
Thursday 16 May 2024
Nan Pao enters electronics industry chain with supply of optical clear adhesives
Semiconductors and displays are industries Taiwan excel in, but the entry barrier for optical clear adhesives is high.
Tuesday 14 May 2024
Semiconductor materials orders driven by advanced processes, packaging demand
Semiconductor materials distributors are optimistic about operations in the second quarter of 2024, driven by rising semiconductor capacity and long-term demand for AI and High-Performance...
Monday 6 May 2024
SK Hynix denies plan to produce DRAM at M17 site
SK Hynix reportedly designated its M17 factory site as another new DRAM production base soon after announcing in late April its investment in the M15X DRAM plant in Cheongiu, South...
Friday 3 May 2024
Japan takes ambitious action on advanced packaging technology to capture Chiplet and AI chip opportunities
The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly...
Thursday 2 May 2024
Chinese semiconductor firms raising prices on soaring precious metal costs
Many Chinese semiconductor firms have told customers they are raising prices due to rising costs of precious metals, such as gold and copper, according to industry sources.
Thursday 25 April 2024
Congo questions Apple on concerns about use of conflict minerals
The Democratic Republic of Congo's government notified Apple Inc. of concerns that the company's supply chain may be tainted by conflict minerals sourced from the central African...
Thursday 25 April 2024
Japanese materials and equipment suppliers gaining from HBM expansion drive
The continuous surge in generative AI applications is driving strong demand for High Bandwidth Memory (HBM), significantly benefiting Japanese suppliers of materials and equipment...
Wednesday 24 April 2024
Battery information sharing among Japan, EU, US aims to cut reliance on Chinese materials
Japan and the European Union have agreed to collaborate on a scheme to share information about battery material production locations and the supply chain. The move will help the two...
Thursday 18 April 2024
Taiwanese MicroLED makers carry on as Apple aborts MicroLED smartwatch project; Three industry expos you should watch out for this month
VP of Taiwan Display Union Association (TDUA) James Yang says he is optimistic about Taiwan's MicroLED industry and the technology's potential, despite Apple's recent decision to...
Wednesday 10 April 2024
China pushes for OLED material self-sufficiency
China was already the largest OLED panel producer in 2023, manufacturing 51% of the world's OLED panels. Now it's actively increasing its capacity for OLED materials, for which China's...
Monday 8 April 2024
Amid US-China spat, new opportunities for Taiwan-based battery material suppliers
Prices have dropped for nickel and lithium, key materials used in batteries for Electric Vehicles (EV), as growth in the EV market has slowed. Even as suppliers begin to reduce production,...
Monday 8 April 2024
Why do quake-ridden Taiwan and Japan thrive in semiconductor industry?
After the 7.4 magnitude earthquake hit northeastern Taiwan, TSMC's speedy recovery to resume operation on the late evening of April 5 demonstrated the resilience and flexibility of...