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NEWS TAGGED ANALYSIS
Tuesday 22 August 2023
Can AI and EV chip demand salvage semiconductor equipment spending?
A recent survey of 10 semiconductor manufacturing companies by Nikkei showed that their equipment investment in 2023 is likely to decline 16% from a year ago, to US$122 billion...
Friday 18 August 2023
Global semiconductor industry on track for 2024 recovery despite near-term headwinds
With sequential IC sales declines beginning to moderate, the global semiconductor industry appears to be nearing the end of a downcycle and is expected to begin recovering in 2024,...
Thursday 17 August 2023
Chinese automakers secure SiC power modules to narrow BYD's lead
Car manufacturers have long been investing in building up their automotive chip supply chain, and the power module sector has been attracting major investment from them. Auto makers...
Tuesday 15 August 2023
TSMC caters to AI GPU chip customers to meet market demand
Since ChatGPT ignited a race among competitors to develop their generative AI system in early 2023, the high-computing power demand has pushed up the sales of AI GPUs.
Tuesday 15 August 2023
Heterogeneous integration for automotive AI chips reportedly driving IC analysis demand
AI chips reportedly being developed by Tesla using heterogeneous integration are driving up demand for IC verification analysis services, according to industry sources.
Thursday 10 August 2023
Green hydrogen is valid green energy source for Taiwan's semiconductor industry, says DIGITIMES Research
As more and more companies participating in the RE100 initiative will use 100% green energy by 2030–2050, green hydrogen is a key option in the long-term global energy transition...
Monday 7 August 2023
TSMC and Taiwan's raison d'etre: solution provider for the toughest assignments
Having just celebrated the inauguration of its Global R&D Center building in Hsinchu, TSMC has made clear that Taiwan will remain the core hub of its innovation and advanced-node...
Wednesday 2 August 2023
Taiwan, US, and allies' over-emphasis on advanced node IC manufacturing faces blind spots
There is a big blind spot for Taiwan and all other countries dishing out CHIPS Act subsidies only to advanced-node semiconductor manufacturing capacities: innovations on mature nodes,...
Tuesday 1 August 2023
IC verification and analysis labs see promising future
Taiwanese companies specializing in materials analysis (MA), reliability analysis (RA), and failure analysis (FA) are generally optimistic about their future prospects in light of...
Monday 31 July 2023
TSMC complements shortcomings with a win-win investment in Japan
TSMC, which is under pressure from major countries to set up factories overseas, has been criticized for receiving subsidies from the US and Germany by Intel and GlobalFoundries respectively...
Friday 28 July 2023
Nvidia prioritizes AI GPU supply for long-term partners
Nvidia has given its long-term partners, including Quanta Computer, Wistron, and Supermicro, priority to receive its AI GPUs which are in great demand, according to industry sources...
Friday 28 July 2023
Analysis lab iST eyes record profit in 2024 amid strong AI chip demand
Analysis and verification lab Integrated Service Technology (iST) is optimistic about its business in 2023 and 2024. The company could possibly record profits next year, thanks to...
Wednesday 26 July 2023
Taiwan's semiconductor industry faces dilemma of carbon lock-in
Several semiconductor companies in Taiwan are among the world's top-ranking companies in various ESG ratings, but they are not immune to a potential carbon lock-in effect due to the...
Thursday 20 July 2023
IC inspection labs see demand visibility extended to 2024
IC analysis and inspection labs have seen demand visibility from system device vendors and IP design service providers extended to 2024, attributed to increased R&D investment...
Wednesday 19 July 2023
RAMP-C program on Intel 18A adds 2 strategic defense industrial base customers
According to Intel, Boeing and Northrop Grumman have joined phase two of the Department of Defense's RAMP-C program, which aims to facilitate a leading-edge US foundry ecosystem on...