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NEWS TAGGED CAPEX
Monday 12 June 2023
Team Group and Phison stay cautious with 2H23 memory demand
Despite some market observers' optimism about the recovery of the memory market in the second half of 2023, Taiwan-based memory module maker Team Group and NAND controller chip maker...
Monday 12 June 2023
Strong reliability analysis demand for advanced packaging buoys iST revenue
Integrated Service Technology (iST), a specialist in IC materials analysis, has reported a 10.2% increase in revenue year-over-year from January to May, thanks to robust reliability...
Wednesday 3 May 2023
Costly sub-3nm investments challenging TSMC, others
The high cost of manufacturing processes smaller than 3nm and related investments is posing a challenge to TSMC and its Korean and US peers, who are attempting to maintain adequate...
Thursday 27 April 2023
UMC expects flat 2Q23
Pure-play foundry United Microelectronics (UMC) expects its wafer shipments and ASPs to both register about flat sequential increases in the first quarter of 2023, with its capacity...
Tuesday 25 April 2023
SK Hynix to postpone volume production of new NAND plant in China
SK Hynix will postpone the volume production of its second NAND plant in Dalian, northeastern China, according to reports from Korean news media.
Tuesday 25 April 2023
Tesla raises capex for 2023, ushers in EV production and price war
Tesla plans to scale up its capital expenditure in 2023 to ramp up production and product launch following its CEO Elon Musk's stated intention to continue the EV price war, pitting...
Friday 21 April 2023
TSMC cuts revenue outlook for 2023
TSMC has revised its revenue outlook for this year to a low- to mid-single-digit percentage decrease from the previously projected small gain.
Wednesday 12 April 2023
TSMC likely to adjust 2023 capex plan downward
TSMC may adjust its capex target for 2023 downward, currently set at US$32-36 billion, according to industry sources.
Friday 7 April 2023
Macronix reports increased March revenue
ROM and NOR flash memory specialist Macronix International has reported revenue of NT$2.82 billion (US$92.7 million) for March 2023, up 36.5% sequentially but down 33.7% on year.
Friday 31 March 2023
Hua Hong saw sales grow by 51% in 2022, may increase CAPEX despite downturn
Hua Hong Semiconductors posted an annual growth of 51.8% in sales in 2022, a record high for the second-largest pure-play foundry in China. The company committed to increasing capital...
Thursday 16 March 2023
GlobalWafers says new US plant on track for volume production in 1Q25
Silicon wafer supplier GlobalWafers is constructing a new 300mm (12-inch) silicon wafer plant in Sherman, Texas, and expects it to be ready for volume production in the first quarter...
Wednesday 15 March 2023
SK Hynix reportedly to exert control over Solidigm
Industry speculation has begun to circulate in South Korea that SK Hynix is seeking greater control over Solidigm, including product and technology planning, as the South Korean chip...
Friday 10 March 2023
TSMC, VIS post over 10% revenue drops in February
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential revenue declines of 18.4% and 22.4%, respectively, in February.
Tuesday 7 March 2023
Pegatron to expand factory site in Mexico
Pegatron has announced plans to expand its factory site in Mexico, but has been tight-lipped about which products or customers the expanded facility will serve.
Monday 6 March 2023
Nanya posts nearly 10% revenue decline in February
DRAM maker Nanya Technology has reported February revenue fell nearly 10% sequentially to NT$2.03 billion (US$66.4 million).
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
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