Wednesday 27 March 2024
Taiwan wafer foundry industry, 1Q24


Thursday 14 March 2024
Chinese smartphones aid in NAND prices rebound
As NAND Flash prices gradually rebound, Samsung Electronics has also begun to increase production, with reports indicating that the utilization rate of its Xi'an factory in China...
Tuesday 12 March 2024
Backend houses upbeat about orders for memory chips
With memory chipmakers ready to scale up output, industry sources indicated that backend houses are optimistic about orders from the memory sector beginning in the second quarter...
Wednesday 7 February 2024
SMIC sees first sales rise in four quarters, anticipates flat Capex in 2024
US-sanctioned SMIC reported its first sales growth in four quarters. Its profit halved amid a semiconductor downturn, with utilization rates remaining low.
Tuesday 6 February 2024
GaAs foundry Win Semi 4Q23 fab utilization rises to 60%
Win Semiconductors, a GaAs foundry, saw its fab utilization rates rise to 60% on average in the fourth quarter of 2023, up from 50% in the previous quarter, thanks to replenishment...
Wednesday 17 January 2024
TSMC to see all fab capacity utilization improve in 1Q24
TSMC's fab capacity utilization rates will increase across the board in the first quarter of 2024, according to sources at semiconductor equipment companies.
Friday 12 January 2024
Chinese pure-play foundry market to increase 9% in 2024
China's pure-play IC foundry industry is expected to resume growth in 2024, with utilization rates of 90% for 8-inch foundries and 78% for 12-inch foundries, according to ICWise,...
Tuesday 12 December 2023
Utilization rates for display makers expected to fall into 1Q24
After production cuts by display makers starting in the third quarter, the utilization rate has dropped to about 70% and is expected to fall to about 60%, if not lower, in the first...
Friday 24 November 2023
HannStar sees LCD fab operating rate rebound; promising automotive opportunities
HannStar, a Taiwan-based mid- to small-size TFT-LCD panel manufacturer, is seeing its operating rate rebound in the fourth quarter. The company is expecting operating rate of 80–90%...
Friday 10 November 2023
SMIC 3Q23 operating income falls 81% but persists with ambitious capex plan
China-based SMIC reported a worsened performance across the board in its quarterly results, signaling a recovery that may come later in the semiconductor industry. SMIC's capital...
Wednesday 13 September 2023
Suppliers see MacBook utilization rates halved in 2H23
Suppliers have seen utilization rates for Apple MacBooks cut in half in the second half of the year compared with the same period in 2022, indicating a sluggish second half of 2023...
Thursday 27 July 2023
Innolux expects 7–9% increase in large-size panel ASP in 3Q23
Innolux expects large-size panel ASP to pick up 7–9% from before in the third quarter with LCD TV panel prices continuing to stabilize and increasing procurement of IT panels,...
Wednesday 26 July 2023
Macronix conservative about 2H23 operations
Flash memory maker Macronix International remains cautious about its second-half 2023 performance due to sluggish market demand, despite seeing utilization rates and gross margin...
Wednesday 19 July 2023
South Korea's 8-inch wafer fabs see utilization fall under 50%
The capacity utilization rates of 8-inch wafer fabs in South Korea are halved from their 2022 levels, with the exception of DB Hitek, due to sluggish demand for information technology...
Friday 14 July 2023
TSMC likely to post over 10% revenue growth in 3Q23
TSMC will likely post an over 10% sequential revenue increase in the third quarter of 2023, when the pure-play foundry's fab utilization rate will return to more than 80%, according...
Research Report Database
Summary of Tech Supply Chain News!
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
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research