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Tuesday 28 November 2023
China's version of Starlink gears up with domestic satcom supply chain
There's a growing awareness of space as a strategic domain. In July 2023, China marked a significant milestone with the successful launch of a satellite technology test satellite, smoothly entering its predetermined low orbit. This achievement signals advancements in China's low Earth orbit(LEO) satellite capabilities and the broader landscape of 6G communication, as well as being perceived as a strategic move in response to SpaceX's LEO satellite service.
Tuesday 28 November 2023
SKMP develops high-thickness KrF photoresist to enhance competitiveness of 3D NAND processes
SK Group's KRW40 billion (US$31 million) acquisition of Kumho Petrochemical's electronic material business in 2020 is bearing fruit. SK Materials Performance (SKMP), the new subsidiary following the acquisition, has developed a high-thickness KrF photoresist and has passed the performance validation of SK Hynix. It would be beneficial for SK Hynix's 3D NAND Flash technology development.
Tuesday 28 November 2023
The application of nanoimprint lithography (1): technology and challenges
Recently, the Japanese semiconductor equipment manufacturer Canon released the nanoimprint lithography (NIL) machine FPA-1200NZ2C, capable of achieving a 5-nanometer process node. Nanoimprint lithography is one of the methods in semiconductor manufacturing to transfer circuit design patterns onto wafers, with another well-known and widely used method being photolithography or optic lithography.
Tuesday 28 November 2023
SK Hynix sees DRAM market share hit 35% in 3Q23
As a result of robust sales of its high bandwidth memory (HBM), SK Hynix's DRAM market share surged to a new peak of 35% in the third quarter of 2023, according to research firm Omdia, as cited by Korean media outlets.
Tuesday 28 November 2023
IC distributors find their niche as US targets China's AI chip industry
US export restrictions aimed at curbing China's development in advanced semiconductors have hit the field of AI. With huge untapped potential in the AI market, distributors in the Asia Pacific region can target the mid-to-low range for the market in China, say sources in the IC distribution channels.
Tuesday 28 November 2023
Chinese foundries reportedly mulling price cuts
Speculation has emerged in the chipmaking sector that Chinese pure-play foundries, such as Huahong Group and Semiconductor Manufacturing International (SMIC), are contemplating price reductions for mature process manufacturing.
Tuesday 28 November 2023
Pace of recovery to vary for different semiconductor sectors and firms
The semiconductor industry is expected to rebound in 2024, but the pace of recovery will vary from sector to sector and company to company, according to industry sources.
Monday 27 November 2023
Global top 3 memory makers see sales improvement in 2H23, says DIGITIMES Research
DIGITIMES Research observes that the business operation of the DRAM and NAND Flash sector of the world's top three memory manufacturers – Samsung, SK Hynix, and Micron – has improved since the beginning of the second half of 2023 and demand will enjoy a bigger recovery in the fourth quarter, boosting the three makers' revenues and profits, according to DIGITIMES Research's latest memory industry report.
Monday 27 November 2023
Samsung's smart optical supply chain transitioning to automotive sector to help with revenue
The Samsung Electronics smartphone camera module supply chain is undergoing a prolonged downturn, with most suppliers still experiencing poor performances in 2023. It's worth noting that some suppliers are gradually expanding the proportion of their automotive business in response to the challenging conditions of their main smartphone business. As a result, their profitability has improved.
Monday 27 November 2023
Automotive electronics become key to survival for China's self-designed chips
Moore Silicon, a chip subsidiary of the Chinese state-owned electronics company TCL, is the latest dissolved in-house IC design team of a technology conglomerate in China after Oppo's Zeku and Meizu disbanded theirs.
Monday 27 November 2023
Taiwan and China module makers navigate separate courses amidst a reviving memory market
After a year of destocking, memory module providers are seeing rising prices from the third quarter. Notably, due to differences in applications, financial practices, and capital markets, Taiwan- and China-based memory module makers are experiencing a disparity in performances.
Monday 27 November 2023
Samsung conducts mass production test for EUV key component PGMEA made by Korean supplier
Samsung Electronics is conducting mass production quality tests on a high-concentration, environmentally friendly "propylene glycol methyl ether acetate" (PGMEA) developed by a South Korean company. If the test results are positive, it could introduce new competition into the semiconductor-grade PGMEA market, currently dominated by US and Japanese companies.
Monday 27 November 2023
Japanese carmakers cut prices in Thailand to compete with Chinese rivals
China-based EV makers are expanding aggressively overseas, triggering a "war" between EVs and internal combustion engine (ICE) vehicles in Thailand. The situation has pressured Japanese automakers and prompted them to launch unprecedented sales campaigns, including offering 0% interest and cash discounts.
Monday 27 November 2023
Transsion and Realme conquer Middle East and African smartphone markets in 3Q23
Among all regions in the world, the Middle East and Africa are leading the recovery in consumer demands for smartphone shipment with Chinese vendors Transsion and Realme being the out-performers in that region.
Monday 27 November 2023
Weekly news roundup: Micron and GlobalFoundries hit by US trade sanction shockwave and other top stories
These are the most-read articles during the week of November 20-24:
Your Fast Pass to Semiconductor Insights
Strategize Confidently with Insights into Samsung
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24
Global top 3 memory makers see sales improvement in 2H23, says DIGITIMES Research