Thursday 16 November 2023
Nikon and Canon to compete in lithography market share with cost-effective tools
The two Japanese tech giants, Nikon and Canon, are making waves in the semiconductor machinery sector. After a quarter-century hiatus, Nikon reenters the market with an i-line stepper...
Monday 13 November 2023
US chip giants reduce chip specs for China to circumvent ban, TSMC to benefit
Amid increased US restrictions on chip exports, major players like Nvidia and Intel are navigating challenges by offering lower-spec products to maintain their dominance in China.
Friday 3 November 2023
Alchip to see 4Q23 revenue rise
Taiwan-based Alchip Technologies, dedicated to supplying ASICs, expects to see its fourth-quarter revenue hit a peak for 2023 in the fourth quarter.
Thursday 2 November 2023
AI chip vendors expect little impact from fresh US chip ban on China
The market believes escalating restrictions imposed by the US on AI chip shipments to China will detrimentally affect US chip vendors Advanced Micro Devices (AMD), Intel, and Nvidia;...
Wednesday 25 October 2023
Tech industry layoffs continue
Uncertain demand recovery, along with the escalating trade dispute between China and the US, has resulted in a deluge of layoffs that shows no signs of letting up, according to industry...
Tuesday 24 October 2023
China homegrown AI chip development proceeding despite US ban
The Chinese chipmaking industry continues to make strides in the domestic development of artificial intelligence (AI) processors despite stricter US bans. Prominent Chinese corporations...
Monday 23 October 2023
US chip ban on China believed to see diminishing marginal effects
The tightened chip trade ban newly imposed by the US has cast a substantial shadow over major Chinese AI chip makers, potentially blocking their access to advanced chip manufacturing...
Wednesday 18 October 2023
US processor vendors brace for escalation of ban against Chinese chipmakers
Nvidia, AMD, and Intel are all bracing for the effects of the new US chip bans on their Chinese customers, according to industry sources.
Thursday 5 October 2023
Rising US-China tensions affect Taiwanese IC design firms
With tensions between the US and China escalating, Taiwan-based IC design houses are under increased pressure and are becoming more cautious about doing business with Chinese customers,...
Tuesday 19 September 2023
Huawei's comeback will be center of attention at its new product announcement on Sept 25
The 2023 global smartphone market has very much been lackluster, with major brands all uncertain about their sales growth. Apple's iPhone 15 series is seen as the only stable contender...
Thursday 14 September 2023
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Huawei's secret launch of the Mate 60 Pro 5G smartphone has put many in the US chip industry on high alert. The fact that Huawei chose to schedule the launch during US Secretary of...
Tuesday 5 September 2023
Is Huawei's Mate 60 Pro the start of a long-term comeback?
Currently, Huawei's global smartphone shipment sits at less than 30 million units annually. Can it return to its previous peak of 200 million units? The answer to this question is...
Wednesday 30 August 2023
With its exemption from US chip export ban on China set to expire, what is the South Korean supply chain's next step?
The tension between China and the US has put South Korea in an awkward position. Recently, it's reported that Samsung Electronics and SK Hynix are set to receive another one-year...
Monday 14 August 2023
US goes through with investment ban on China; South Korea concerned about potential supply chain crisis
With the signing of the executive order to restrict US investments in certain Chinese companies, South Korean semiconductor-related industries are feeling a sense of unease. While...
Wednesday 5 July 2023
Short-term impact of sanctions will be limited as GaN is not monopolized by China, say suppliers
The Chinese government recently implemented export sanctions on Gallium (Ga) and Germanium (Ge) related items, which include chips with the group III GaN semiconductor. Suppliers...