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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...
Tuesday 23 January 2024
TSMC, ASEH gearing up to expand advanced packaging capacity
With TSMC and ASE Holdings (ASEH) gearing up to build additional fab capacities for advanced packaging, relevant supply chain participants are optimistic about growth driven by their...
Monday 22 January 2024
Weekly news roundup: US congress urges tariffs amid concerns over China's chip dominance
These are the most-read DIGITIMES Asia stories in the week of January 15-19:
Friday 19 January 2024
TSMC to see revenue increase 21-25% in 2024
Taiwan Semiconductor Manufacturing Company (TSMC) expects its revenue in US dollars to increase 21-25% this year, exceeding the foundry market average of 20%.
Thursday 18 January 2024
Samsung, SK Hynix battle over market share in HBM
After experiencing production cuts, South Korean memory manufacturers Samsung Electronics and SK Hynix are set to face a new wave of market share competition.
Wednesday 17 January 2024
TSMC to see all fab capacity utilization improve in 1Q24
TSMC's fab capacity utilization rates will increase across the board in the first quarter of 2024, according to sources at semiconductor equipment companies.
Tuesday 16 January 2024
Smartphone vendors mulling QLC NAND in high storage capacity models
Mobile phone vendors, including Apple and Oppo, are actively evaluating the use of Quad-Level Cell (QLC) NAND flash memory in large-capacity 1TB smartphone models, according to industry...
Monday 15 January 2024
US fears Chinese chip dump as China faces capacity overkill
US Congress is urging the Biden administration to impose high tariffs to prevent China from flooding the country with mature process chips