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Monday 11 December 2023
AI and EVs sustain an otherwise weak semiconductor market, according to Japanese equipment makers
The performance of the consumer electronics market, driven by smartphones, has been poor, dragging down the recovery speed of the semiconductor industry, which may be delayed until...
Monday 11 December 2023
Weekly news roundup: With 300 immersion lithography DUV machines, can China expand advanced chip capacity and other top stories
These are the most-read tech stories during the week of December 4-8:
Friday 8 December 2023
Samsung and SK Hynix planning for 2024 capex; key factors will be 'improve and reuse'
Samsung Electronics and SK Hynix are considering several capex plans for 2024, with the emphasis expected to lean toward reducing costs associated with the transition to advanced...
Thursday 7 December 2023
South Korean fab toolmaker Nextin expanding its presence in China amid US export restrictions
South Korean wafer inspection equipment manufacturer Nextin is benefiting indirectly from the US restrictions on semiconductor equipment exports to China and is accelerating its entry...
Thursday 7 December 2023
Approximately 1,400 ASML equipment installed in China, limited application for advanced chip expected
The number of ASML machines installed in China is estimated to reach nearly 1,400 units. Most installed and uninstalled machines in China may not be used in fabricating chips with...
Tuesday 5 December 2023
Fuso Chemical set to expand CMP slurry production by 50% amid market growth
Japan-based Fuso Chemical, the global leader in semiconductor CMP slurries with a 90% market share, is set to invest JPY 50 billion (US$350 million) in a significant production expansion...
Monday 4 December 2023
Global semiconductor equipment billings decrease in 3Q23, says SEMI
Global semiconductor equipment billings fell 11% year on year to US$25.6 billion in the third quarter of 2023, while quarterly billings slipped 1%, according to SEMI.
Tuesday 28 November 2023
As next step of smartphone upgrades, AI and periscope lenses may become standard equipment
The smartphone market is slowly recovering, with many manufacturers recently expressing in their earnings call that the industry's adjustment period over the past three years appears...
Tuesday 28 November 2023
Kokusai develops DRAM and logic IC equipment based on NAND technology
Kokusai Electric Corp., a Japanese semiconductor equipment maker, went public on the Tokyo Stock Exchange in late October 2023. Although it went public during the semiconductor downturn,...
Thursday 23 November 2023
Equipment maker All Ring to embrace strong sales growth in 2024
Fab toolmaker All Ring Tech, which is reportedly involved in the supply chain for TSMC's chip-on-wafer-on-substrate (CoWoS) packaging, is expected to post significant revenue growth...
Wednesday 22 November 2023
Chinese semiconductor equipment makers enhance competitiveness
Chinese semiconductor equipment suppliers, such as Advanced Micro-Fabrication Equipment (AMEC) and ACM Research Shanghai, have strengthened their competitiveness by capturing domestic...
Monday 20 November 2023
TSMC capacity utilization may rebound to 80% in 1H24 on rising demand for advanced processes
TSMC's capacity utilization rate is estimated to pick up slowly through the end of 2023 and rebound to 80% in the first half of 2024, and its US dollar revenue performance this year...
Tuesday 14 November 2023
Baco Solution challenges Applied Materials' dominance in PVD equipment market with breakthrough overseas order
The semiconductor physical vapor deposition (PVD) equipment market, long dominated by Applied Materials of the US, is seeing South Korean players making a strong entry. Baco Solution...
Monday 13 November 2023
Taiwanese equipment makers venture into OHT market to serve thriving backend houses
As the material handling in each production process of semiconductor factories is moving toward intelligent transportation, Taiwanese equipment manufacturers have evolved from mature...
Monday 30 October 2023
Strong advanced process manufacturing buoys MSScorps 3Q23 gross margin
IC analysis and inspection lab Material Science Service (MSScorps) has seen a surge in materials analysis demand from semiconductor customers who are actively pursuing advanced process...
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research