Foundry service providers have been running at or approaching to full capacity to keep up with demand. Furthermore, they have hiked prices multiple times as chip supply remains uncertain and newly added capacity still lags behind strong market demand.
Their customers are therefore more willing to enter into long-term agreements (LTA) in view of the situation.
They will continue to push advanced process technologies forward while expanding new capacity. Emerging applications including 5G and high-performance computing (HPC) will be among the key growth drivers of foundry service demand.
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Large datacenter demand will remain the main growth driver for server shipments 2021 through 2026. On top of that, 5G white-box telecom datacenter demand will also spur some growth. Along with IC and component supply gradually returning to normal levels, global server shipments are projected to grow at a CAGR of 6.9%.
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This report explores India's surging electric vehicle (EV) market, driven by government support like the FAME II scheme. It emphasizes Taiwan's role in supplying EV components, India's price-conscious market, and potential collaboration between the two countries in strengthening the EV supply chain.
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Taiwan's notebook shipments enjoyed better-than-expected growths in the fourth quarter of 2021, picking up over 10% sequentially, stronger than the 9% of the global average.
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Global smartphone shipments in the second half of 2021 did not see a growth momentum as in the first half and had experienced decline in both quarters of the period amid the resurgence of the COVID-19 pandemic and rising concerns over a potential inflation.
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China-based smartphone brands shipped a total of 195 million phones in fourth-quarter 2021 as they aggressively ramped up shipments in the traditional high season in an attempt to make their whole-year target.
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DIGITIMES Asia selected the top 10 IC design houses in China, based on their sales revenue, the net profit margin in 2020, and company revenue per employee. In this paper, DIGITIMES Asia will address the development of these top 10 publicly listed IC design companies, and outline their road to success.
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The semiconductor's production ecosystems are heading towards further decentralization with suppliers having to set up diverse sites to serve clients from different camps – split along the politico-economic divide between China and the rest of the world.
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Major players in the semiconductor sector are looking at ways to improve self-sufficiency or secure partnerships with others, such as Taiwan, whose dominance in the wafer foundry sector has been the envy of the rest of the world.
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