Monday 12 February 2024
Chinese LCD giants BOE and CSOT to control 50% market share by 2026
Market researchers are signaling a forthcoming consolidation phase for Chinese LCD plants.
Thursday 8 February 2024
Fate of panel industry in 2024 depends on three factors
Sports events, AI PCs, and industry production adjustments will affect the recovery momentum of the panel industry in 2024.
Thursday 8 February 2024
China's involution pandemic threatens global innovation in solar, batteries, EVs
Relentless efforts by China's new energy companies to control their sectors by undercutting the competition at home and abroad prevent innovation as non-Chinese firms cut R&D...
Wednesday 7 February 2024
Murata plans a new MLCC factory in Japan under diversification strategy
Murata, a Japanese electronic components manufacturer, announced the construction of a new Multilayer Ceramic Capacitor (MLCC) factory in Japan. The completion is scheduled for March...
Wednesday 7 February 2024
Winbond plans transition to 16nm DRAM process
Winbond Electronics has kicked off mass production of specialty DRAM memory using 20nm process technology, with plans to transition to a newer 16nm process, according to the Taiwan-based...
Tuesday 30 January 2024
Panel makers see higher unit prices and shipment disruptions amid Red Sea crisis
As cargo ships bound for Europe continue to take the long route around Africa to avoid potential dangers in the Red Sea, manufacturers have adjusted their strategies to account for...
Tuesday 30 January 2024
OSAT providers optimistic and deploying for AI
OSAT providers are optimistic about business opportunities accompanying the AI boom, with many gearing up to develop new packaging technologies to support silicon photonics.
Tuesday 30 January 2024
Second-tier foundry partnerships the only way to narrow gap with TSMC
Dethroning TSMC in the wafer foundry industry seems quite impossible in the foreseeable future. However, its competitors could form partnerships, such as the recent alliance between...
Friday 26 January 2024
Chinese silicon wafer suppliers increasing production capacity
The National Silicon Industry Group (NSIG), China's largest domestic silicon wafer maker, and Wafer Works (Shanghai) have been expanding production in China, according to industry...
Thursday 25 January 2024
OpenAI refuses to queue for AI chips; will build its fab faster to get them?
OpenAI CEO Sam Altman's plan to build...
Thursday 25 January 2024
TI may be under more pressure than other IDMs
Texas Instruments (TI) is expected to see more significant impacts from the weak demand in the industrial and automotive markets than other IDMs, according to industry sources.
Thursday 25 January 2024
Apple to obtain initial 2nm capacity from TSMC, sources say
TSMC, which only increases production capacity in response to significant customer orders, has recently established a production expansion strategy aimed at attaining 2nm GAA. Apple...
Wednesday 24 January 2024
Precursor producer Eco&Dream to supersize capacity with new plant
Eco&Dream has set out plans to build a new factory in South Korea's Saemangeum Industrial Complex by 2025.
Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Tuesday 23 January 2024
CXMT and YMTC to step up development pace
ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC), the former specializing in DRAM memory and the latter in NAND flash chips, have accelerated their development...