Monday 5 February 2024
VIS expects 6-8% wafer shipment drop in 1Q24
Vanguard International Semiconductor (VIS), a Taiwan-based 8-inch IC foundry, expects a 6-8% sequential wafer shipment decline in the first quarter of 2024 with about flat ASP grow...
Thursday 1 February 2024
UMC expects 5% wafer ASP drop in 1Q24
Pure-play Foundry United Microelectronics (UMC) anticipates a 2-3% sequential increase in wafer shipments in the first quarter of 2024, while wafer ASPs would decrease by 5% quarter...
Tuesday 30 January 2024
512Gb flash wafer price expected to turn profitable in 2Q24
As major memory manufacturers controlled production, market prices have continued to rise over the past six months. Due to low utilization rates at brand manufacturers, industry experts...
Tuesday 30 January 2024
WSJ: White House to announce billions in subsidies for TSMC, Intel in March
US President Joe Biden is expected to officially announce subsidies amounting to billions of dollars to major semiconductor manufacturers on March 7, according to the Wall Street...
Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...
Friday 26 January 2024
Several new wafer fabs in Japan to come online in 2024
In 2024, numerous Japanese and foreign semiconductor manufacturers will commence mass production at newly constructed wafer fabrication facilities in Japan. Industry sources claim...
Friday 26 January 2024
Chinese silicon wafer suppliers increasing production capacity
The National Silicon Industry Group (NSIG), China's largest domestic silicon wafer maker, and Wafer Works (Shanghai) have been expanding production in China, according to industry...
Thursday 25 January 2024
Infineon and Wolfspeed expand and extend multi-year silicon carbide (SiC) 150mm wafer supply agreement
Munich, Germany and Durham, N.C. – January 23, 2024 – Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY), a global semiconductor leader in power systems and IoT, and Wolfspeed,...
Thursday 11 January 2024
Japan toolmaker Disco reports record R&D expenses, focuses on HBM, SiC wafer-cutting equipment
Japan's Disco Corp, with its 70-80% share of the global wafer cutting and grinding equipment market, experienced a remarkable threefold increase in market value within a year in 20...
Tuesday 9 January 2024
Chinese foundry expansion raises concerns of oversupply and price pressure for Taiwanese mature-process wafer fabs
The continuous expansion of mature process capacity by Chinese foundries is causing significant concerns in the semiconductor industry, as it might lead to oversupply and downward...
Thursday 4 January 2024
NAND flash wafer prices to continue rally in 1Q24
NAND flash wafer prices will continue to rise but at a slower pace in the first quarter of 2024, according to industry sources.
Wednesday 27 December 2023
ASML's latest High-NA EUV machines present procurement dilemma for chipmakers
With Samsung Foundry, TSMC, and Intel entering mass production of 3nm GAA, 3nm FinFET, and Intel 4 processes in 2022-2023, the three major semiconductor makers are gearing up to develop...
Tuesday 26 December 2023
Tower Semiconductor reportedly submits application for wafer fab in India amid repeated challenges
Tower Semiconductor, one of the foundry applicants for India's incentive scheme, reportedly submitted a fresh application with a new partner while facing a potential legal suit from...
Monday 25 December 2023
Taiwan MOSFET suppliers increase 2024 inputs as wafer foundry service fees decline
After many quarters of inventory adjustment, inventories of the MOSFET chips, the basic power components, have returned to a healthy level. Seeing customers placing more orders over...
Tuesday 19 December 2023
Taiwan MCU suppliers slow wafer starts
Taiwan-based MCU vendors have cut wafer starts at foundries since the fourth quarter of 2023, awaiting a recovery in demand for consumer electronics products, according to industry...