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Tuesday 14 March 2023
Chip equipment ban against China to disrupt SMIC sub-40nm process development
The US' broader chip equipment ban against China will stymie Semiconductor Manufacturing International's (SMIC) sub-40nm process development, according to industry sources.
Wednesday 8 March 2023
China's road to semiconductor autonomy depends on US-China tug-of-war for talent
In the semiconductor industry, talent has always been a persistent topic. The competition for high-level semiconductor talent among countries has never stopped. In recent years, with...
Tuesday 7 March 2023
SMIC postpones mass production due to delivery delay of bottleneck machines
On the investor relations interactive platform P5W, SMIC was quizzed by investors regarding its delayed mass production, especially pertaining to the delivery of its bottleneck...
Monday 6 March 2023
Top 3 memory vendors account for three-fourths of leading-edge wafer capacity
According to Knometa Research, Samsung Electronics, Micron Technology, and SK Hynix held 76% of the leading-edge capacity at the end of 2022, with the majority of it going toward...
Thursday 2 March 2023
Next iPhone utilizing TSMC 3nm tech may spark replacement demand
The next-generation iPhone slated for launch later in 2023 will be powered by Apple's custom-designed 3nm SoC fabricated by TSMC, marking the market's long-awaited transition from...
Wednesday 22 February 2023
Samsung keen to strengthen own IC design ecosystem
Main IC design houses under the ecosystem of Samsung Electronics are actively recruiting new talent despite the recent layoff wave at the tech sector, riding on the rise of ChatGPT...
Monday 20 February 2023
US-initiated joint export curbs on China leave critical loopholes?
The Netherlands and Japan reportedly have struck a deal with the US to jointly restrict exports of chipmaking tools to China, which will further cripple the development of China's...
Wednesday 15 February 2023
SMIC 1Q23 gross margin to fall sharply, order visibility still low for 2H
China's top foundry SMIC has estimated its gross margin to fall sharply to 19-21% for the first quarter of 2023 from 32% of a quarter earlier, and its order visibility remains low...
Wednesday 15 February 2023
UMC offers price discounts for customers willing to raise orders
Pure-play foundry United Microelectronics (UMC) has offered 10-15% price discounts to customers willing to ramp up their wafer starts in the second quarter of 2023, according to industry...
Tuesday 14 February 2023
SMIC utilization rate hit by consumer electronics dependency
SMIC's 2022 fourth-quarter earnings call has revealed warning signs with drops in both gross margin and capacity utilization. The utilization of its wafer fabs has dropped below 80%...
Monday 13 February 2023
TSMC, VIS post sequential revenue increases in January
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential increases in January revenue of 3.9% and 13.7%, respectively.
Friday 10 February 2023
SMIC expects 10-12% revenue drop in 1Q23
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) expects to post a revenue decline of 10-12% sequentially in the first quarter of 2023, with gross margin...
Friday 3 February 2023
Chinese foundries are quietly making equipment purchases
China-based foundries are buying fab tools in a low-profile manner, according to sources at semiconductor equipment suppliers.
Thursday 19 January 2023
VIS to see fab utilization rebound after hitting bottom in 1Q23
Eight-inch foundry Vanguard International Semiconductor (VIS) is expected to see its fab utilization rates rebound quarter by quarter in 2023 after hitting bottom in the first quarter,...
Thursday 29 December 2022
Gudeng dismisses speculation about withdrawal from China
Taiwan-based EUV pod and reticle box supplier Gudeng Precision Industrial reportedly has stopped shipments to Chinese clients, sparking market speculation that it might withdraw from...