Friday 15 September 2023
What has global supply chain restructuring meant for Taiwan?
After the reconfiguration of global supply chains, it will mark the beginning of Taiwan's great navigation era, and the trend of large-scale supply chain relocation has made supply...
Wednesday 16 August 2023
Taiwanese PMIC suppliers cautious about demand prospects for 2H23
Global Mixed-Mode Technology (GMT), uPI Semi, and other Taiwan-based power management IC (PMIC) suppliers are conservative about their demand prospects for the second half of this...
Friday 11 August 2023
Chinese analog IC suppliers still feeling the pinch of TI price cuts
China's suppliers of analog chips are still feeling the impact of Texas Instruments (TI) reducing prices for its products in the Chinese market, prompting them to cut into diverse...
Wednesday 26 July 2023
Texas Instruments' 2Q23 results show confidence in 300mm wafer strategic focus
Texas Instruments (TI) reported its Q2 2023 results on July 25. The IDM saw US$4.53 billion in revenue and US$1.72 billion in net income. Despite a 3% sequential increase in Q2 revenue,...
Friday 14 July 2023
Consumer PMIC price cut pressure not abating
Texas Instruments (TI) has initiated an aggressive price war for consumer power management ICs (PMIC) since the second quarter of 2023, keeping China- and Taiwan-based competitors...
Tuesday 20 June 2023
Packaging capacity expansions to shore up IC leadframe demand
IC leadframe demand is expected to grow sharply in the next several years, as a result of expansions of packaging capacity. Texas Instruments (TI), for example, has recently announced...
Thursday 8 June 2023
PMIC suppliers see pressure on gross margins
Power management IC (PMIC) suppliers are seeing pressure on their gross margins as a result of market price cuts, according to industry sources.
Wednesday 31 May 2023
Semiconductor and edge AI take center stage at Computex
While over the past few years, Computex has been laser-focused on the evolution of PC and cloud-centric applications, the gradual ascendance of AIoT (Artificial Intelligence of Things)...
Wednesday 24 May 2023
Vietnam could be the next IC design hub
Boasting favorable government policies, lower overall labor costs, burgeoning local semiconductor actors such as Viettel, Vingroup, and FPT, Vietnam is garnering more than mere attention...
Tuesday 9 May 2023
China homegrown autonomous driving chips gaining ground in domestic market
China's automotive-grade chip suppliers Horizon Robotics Technology and Black Sesame Technologies are in a position to rival Nvidia and Texas Instruments (TI) in both high- and low-computing...
Thursday 27 April 2023
TI sees market uncertainties for all applications except automotive
Leading analog IC vendor Texas Instruments (TI) has seen its overall financial results for first-quarter 2023 meet its original financial guidance, but its observation is that macro...
Thursday 27 April 2023
China MCU industry may face major reshuffle
Chinese microcontroller unit (MCU) suppliers are currently offering prices that are more than 30% lower than larger foreign competitors due to sluggish market demand. Second- and...
Wednesday 26 April 2023
Automotive remains the only growth driver for Texas Instruments in 1Q23
Due to weak consumer and enterprise demand, Texas Instruments (TI) saw declined financial results and expected a lackluster outlook for the next quarter.
Tuesday 25 April 2023
Tougher conditions for US CHIPS Act may discourage Taiwan, Korea chipmakers from investing
The details of the US CHIPS and Science Act (also known as the CHIPS Act) subsidies, which aims to rebuild the country's local semiconductor supply chain, have been released, but...
Tuesday 28 March 2023
Chipmakers to boost 300mm fab capacity to all-time high in 2026
Semiconductor manufacturers worldwide are forecast to increase 300mm fab capacity to an all-time high of 9.6 million wafers per month in 2026, according to SEMI.