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Thursday 17 November 2022
Micron cutting further DRAM and NAND wafer starts
Micron Technology is reducing DRAM and NAND wafer starts by approximately 20% versus fiscal fourth-quarter 2022 and is also working toward additional capex cuts. The moves are to...
Wednesday 16 November 2022
Taiwan IC substrate suppliers to ramp up capex in 2023
Taiwan-based IC substrate suppliers are expected to continue ramping up their capital expenditures (capex) next year to build additional production capacities for ABF substrates,...
Monday 14 November 2022
SMIC increases capex to secure equipment, talent not affected by US restrictions
China's largest chip foundry, Semiconductor Manufacturing International Corp (SMIC) expressed pessimism about the possibility of a business turnaround in the near term during its...
Friday 11 November 2022
Nan Ya PCB sees increasing rush orders for BT substrates
Taiwan's IC substrate supplier Nan Ya PCB has witnessed a surge in rush orders for BT substrates needed to process memory and other chip solutions for mobile smart devices and TV...
Friday 11 November 2022
SMIC expects over 10% revenue drop in 4Q22
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) expects to post a revenue decline of 13-15% sequentially in the fourth quarter of 2022, with gross margin...
Wednesday 9 November 2022
Winbond on track to open new fab in southern Taiwan by end-2022
Specialty DRAM and flash memory chipmaker Winbond Electronics is on track to start operating its new 12-inch plant in Kaohsiung, southern Taiwan, by the end of this year but may slow...
Friday 4 November 2022
Memory backend service companies cautious with 2023 capex
Taiwan-based memory backend service companies have become more cautious with their capex for 2023 as memory demand has decelerated since the third quarter of 2022, according to industry...
Wednesday 2 November 2022
First-tier backend houses see falling capacity utilization rates
ASE Technology and other first-tier IC backend houses have seen their fab capacity utilization rates start loosening, as fabless clients have also begun to ask them to defer order...
Wednesday 2 November 2022
VIS expects another revenue drop in 4Q22, cuts capex
Specialty IC foundry Vanguard International Semiconductor (VIS) has reported revenue fell nearly 13% sequentially in the third quarter, and expects to post another sequential revenue...
Monday 31 October 2022
PTI plans 40% capex cut in 2023
Backend house Powertech Technology (PTI) expects its capex for 2023 to be about 40% lower than this year's level estimated at NT$17 billion.
Friday 28 October 2022
STMircrolectronics sticks with capex plan; backlog visibility well above 2023 planned capacity
Franco-Italian chipmaker STMicroelectronics reported a Q3 net revenues of US$4.32 billion, a sequential increase of 12.6%, and a year-on-year increase of 35.2%. ST also reported its...
Friday 28 October 2022
ASEH sees lower capacity utilization in 4Q22, cuts capex
OSAT ASE Technology Holding (ASEH) expects its capacity utilization rate to drop slightly in the fourth quarter of 2022, and has revised downward its capex outlook this year by about...
Thursday 27 October 2022
UMC cuts capex after strong 3Q22
Pure-play foundry United Microelectronics (UMC) saw its revenue and gross margin for the third quarter exceed the guidance given in end-July, but has decided to adjust its capex outlook...
Wednesday 26 October 2022
SK Hynix announces capex cuts by 50%, and selling China fabs could be option in contingency plan
In the third quarter earnings result conference, SK Hynix Chief Marketing Officer Kevin Noh said the company is cutting its 2023 capital expenditure by more than 50% year-on-year...
Wednesday 26 October 2022
Macronix to scale back output, cut capex
Macronix International intends to keep its chip ASPs stable by cutting back its output and plans to adjust downward its capex target this year by over 30%, according to the ROM and...