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Monday 25 October 2021
Specialty DRAM, NOR flash supply to remain constrained in 2022
The supply of specialty DRAM and NOR flash memory chips will still fall short of demand in 2022, due to supply-side constraints, according to industry sources.
Friday 22 October 2021
Supply-side factors may constrain 5G smartphone shipment growth in 2022
Supply-side factors, including particulary shortages of power management IC (PMIC) and other components as well as power cuts in China, are very likely to constrain the overall 5G...
Thursday 21 October 2021
India wooing PC vendors, ODMs to set up plants locally
India is striving to woo PC vendors and ODMs to set up production lines in the South Asian country, and its latest incentive is to give priority supply right for up to 50% of its...
Thursday 21 October 2021
ASML gearing up for EUV equipment boom
With Intel announcing plans to adopt ASML's high-NA EUV machines in its post-nanometer process technology that is expected to be ready for production by 2025, ASML has disclosed it...
Wednesday 20 October 2021
Samsung new NAND flash capacity coming online in 2H21 may worsen price falls
The gradual commercialization of Samsung Electronics's new production capacity for NAND flash memory in the second half of 2021 has sparked concerns among market observers about a...
Wednesday 20 October 2021
Samsung, Intel eyeing orders for Mac chips
Samsung Electronics and Intel are both striving to win orders for Apple's in-house developed Mac processors, but industry sources believe TSMC will remain the sole supplier for the...
Wednesday 20 October 2021
Manufacturers in Vietnam striving to resume normal operations
Since reopening in early October, export-processing zones and industrial parks in Ho Chi Minh City, Vietnam have restored production capacity to nearly 70%, while Saigon Hi-Tech Park...
Wednesday 20 October 2021
Samsung, foreign investors confidence in Vietnam remains high
General director of Samsung Vietnam Choi Joo Ho has confirmed that the company will spend the new investment budget approved each year, and has requested an annual increase of US$100...
Tuesday 19 October 2021
HPC chips to drive TSMC 2022 revenue growth
In addition to orders from Apple and MediaTek, orders for HPC processors from AMD and Nvidia will be another major driver for TSMC's revenue growth in 2022, according to supply chain...
Friday 15 October 2021
Will foundry expansions lead to capacity glut?
Many IDMs and pure-play foundries, including second-tier ones, are all poised to expand their fab capacities sparking concerns that the arrival of the additional capacities could...
Friday 15 October 2021
Global tablet shipment forecast, 2022 and beyond
Global tablet shipments started to decline due to the component shortage. In 2022, with the component shortage easing, global tablet shipments are projected to increase 1.3% from...
Wednesday 13 October 2021
Global smartphone shipment forecast, 2022 and beyond
With COVID-19 becoming like the seasonal flu and having diminishing influence, Digitimes Research expects smartphone shipments to grow between 4-7% annually over the next five years,...
Wednesday 13 October 2021
DRAM bit demand growth to decelerate in 2022
The overall DRAM bit demand is expected to surge over 15% in 2022, but the growth will be less significant compared to this year, according to industry sources.
Wednesday 13 October 2021
Samsung starts mass production of 14nm EUV DDR5 DRAM
Samsung Electronics has begun mass producing what it claims is the industry's smallest, 14nm DRAM based on extreme ultraviolet (EUV) technology. Following the company's shipment of...
Tuesday 12 October 2021
Will Samsung beat TSMC in GAA process segment?
Samsung Electronics has outlined plans to move its 3nm GAA process to volume production in the first half of 2022, which could allow the South Korea-based foundry to beat TSMC in...