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Thursday 30 November 2023
ASML says Fouquet to take over CEO role as Wennink retires
ASML Holding NV plans to appoint Christophe Fouquet as the company's next chief executive officer and president, when its two co-presidents retire in 2024.
Thursday 30 November 2023
Global semiconductor market to rebound with 13% growth in 2024, says WSTS
The World Semiconductor Trade Statistics (WSTS) has published its most recent semiconductor market forecast. Semiconductor sales were somewhat higher than expected in the second and third quarters, prompting WSTS to revise its forecast for a 9.4% drop in 2023.
Thursday 30 November 2023
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24
While carmakers and automotive semiconductor companies hold different views on the outlook for the global car market, industry leader Infineon is optimistic about the future. According to DIGITIMES Research, the growing demand for automotive semiconductors, robust order backlogs and the edge in China's EV sector will further Infineon's revenue growth.
Thursday 30 November 2023
Intel to accelerate AI application in smart healthcare with 24 Taiwanese partners
At the Healthcare+ EXPO 2023 hosted in Taiwan on November 30, Intel announced a collaboration with 24 Taiwanese ICT firms to bring the latest AI technology to real-life practical use cases.
Thursday 30 November 2023
Taiwan and France to jointly advance scientific research in key areas
On November 29, the National Science and Technology Council (NSTC) and the French Office in Taipei jointly announced the signing of a Science and Technology Cooperation Convention (STC) between Taiwan and France. During the press conference, NSTC Minister Wu Tsung-Tsong and French Office in Taipei Director Franck Paris revealed the convention's focus on six key areas like semiconductor, quantum and space, signaling a commitment to comprehensively advancing scientific research collaboration between the two countries.
Thursday 30 November 2023
Chipmakers target China through subsidiaries, JV, and localization
Despite the US' harsher export restrictions on China, chipmakers continue to pursue the Chinese market through localization, joint venture (JV), and subsidiary tactics.
Thursday 30 November 2023
Novatech expects robust 2024 sales backed by major Chinese orders
Semiconductor factory engineering and equipment system giant Novatech's general manager, Ma Wei, stated that in response to the company's medium to long-term operational strategy, Novatech will reorganize and merge its subsidiaries in Suzhou, Shanghai, and Singapore. The goal is to be listed on the Chinese stock market by 2027.
Thursday 30 November 2023
PFAS chemicals supply stays tight
According to Nova Technology (Novatech), which specializes in chemical and gas equipment used in the semiconductor and display sectors, the availability of per- and polyfluoroalkyl substances (PFAS) used in semiconductor manufacturing and semiconductor equipment remains limited.
Thursday 30 November 2023
IC backend houses see promising chiplet demand
Despite short-term headwinds, IC backend companies are generally positive about long-term demand for chiplet devices.
Wednesday 29 November 2023
CXMT's LPDDR5 DRAM products validated by Xiaomi and Transsion
ChangXin Memory Technology (CXMT), the China-based memory manufacturer, announced the launch of several new LPDDR5 DRAM chips, claiming it is China's first memory brand to self-develop LPDDR5 DRAM, and it is also the first to adopt Package on Package (PoP) technology to assembly its chip.
Wednesday 29 November 2023
The application of the nanoimprint lithography (2): Latest market development
The model FPA-1200NZ2C from Canon, a nanoscale imprinting machine, has been making headlines recently, although it first appeared in academic journals as early as 2015. The resurgence of an eight-year-old model in the news can be attributed to its imminent entry into broader semiconductor production applications.
Wednesday 29 November 2023
Samsung expands into automotive chip market with an aim to surpass Micron by 2025
South Korean electronic giant Samsung Electronics has made significant progress since its foray into the automotive device market in 2015. Recent launches of various automotive ICs showcased Samsung's effort to diversify business lines from the volatile consumer memory market and to create valid growth opportunities for its semiconductor foundry business. It aims to become the world's leading automotive memory company by 2025, surpassing Micron, the current champion with a 45% global market share.
Wednesday 29 November 2023
Spirox, Southport advance into SiC substrate testing
Spirox and its subsidiary Southport have unveiled a new SiC substrate testing system, which is now being tested in collaboration with customers such as GlobalWafers and Wafer Works.
Tuesday 28 November 2023
IC testing firms upgrade gear for lucrative AI and HPC market
As the semiconductor industry gears up for substantial growth driven by the burgeoning fields of AI and High-Performance Computing (HPC), supply chain stakeholders are keenly eyeing the lucrative opportunities in high-speed networking and edge computing. Despite a temporarily sluggish market, industry insiders express confidence in the semiconductor supply chain's mid-to-long-term growth, noting that the ongoing inventory adjustment is a brief economic correction.
Tuesday 28 November 2023
Samsung unveils ambitious 'GDP' semiconductor strategy targeting AI market growth
Samsung Electronics executives have recently disclosed their 2024 semiconductor strategy, named "GDP" (Gate-All-Around, DRAM, and Packaging), at an investors forum, aiming to tap into the burgeoning AI semiconductor market that is poised for rapid expansion in the upcoming years.
Tuesday 28 November 2023
Kokusai develops DRAM and logic IC equipment based on NAND technology
Kokusai Electric Corp., a Japanese semiconductor equipment maker, went public on the Tokyo Stock Exchange in late October 2023. Although it went public during the semiconductor downturn, Kokusai Electric emphasized that the market was about to improve and that it was developing new equipment for advanced semiconductors.
Tuesday 28 November 2023
SKMP develops high-thickness KrF photoresist to enhance competitiveness of 3D NAND processes
SK Group's KRW40 billion (US$31 million) acquisition of Kumho Petrochemical's electronic material business in 2020 is bearing fruit. SK Materials Performance (SKMP), the new subsidiary following the acquisition, has developed a high-thickness KrF photoresist and has passed the performance validation of SK Hynix. It would be beneficial for SK Hynix's 3D NAND Flash technology development.
Tuesday 28 November 2023
The application of nanoimprint lithography (1): technology and challenges
Recently, the Japanese semiconductor equipment manufacturer Canon released the nanoimprint lithography (NIL) machine FPA-1200NZ2C, capable of achieving a 5-nanometer process node. Nanoimprint lithography is one of the methods in semiconductor manufacturing to transfer circuit design patterns onto wafers, with another well-known and widely used method being photolithography or optic lithography.
Tuesday 28 November 2023
Foxconn invests US$1.5 billion in India to expand manufacturing
Foxconn announced a fresh investment in India to build manufacturing facilities amid its ongoing diversification efforts out of China and forays into more areas, including semiconductors.
Tuesday 28 November 2023
Pace of recovery to vary for different semiconductor sectors and firms
The semiconductor industry is expected to rebound in 2024, but the pace of recovery will vary from sector to sector and company to company, according to industry sources.
Monday 27 November 2023
Toppan reportedly to expand FC-BGA substrate production
To capitalize on the demand for generative AI, Toppan Holdings (formerly Toppan Printing) reportedly plans to invest approximately JPY60 billion (US$403 million) to expand the production capacity of semiconductor-related products, of which FC-BGA substrate production capacity will be doubled.
Monday 27 November 2023
ST intros new QI-compliant evaluation boards
STMicroelectronics has introduced transmitter and receiver evaluation boards based on the company's STWLC38 and STWBC86 ICs, which facilitate the development of Qi-compliant wireless chargers up to 15W.
Monday 27 November 2023
Infineon sees automotive MCU, power semiconductor long-term contracts grow
Infineon said it has secured more long-term contracts for automotive semiconductors, including MCUs and power semiconductors. The company accounts for the largest share of the automotive semiconductor market.
Monday 27 November 2023
Semiconductors headed toward strong 2024
The global semiconductor industry will grow 3% sequentially in the fourth quarter, bringing the annual growth to 6% in the fourth quarter of 2023 and laying the foundation for the subsequent double-digit annual growth expected in each quarter of 2024, according to Semiconductor Intelligence.
Monday 27 November 2023
India may take 10 years to achieve 28nm mass production, according to DIGITIMES Research
Although India demonstrates ambition and has pivoted to invite Taiwanese semiconductor partners to accelerate its chip dreams, analysts are taking a cautious view but said the success of Micron in India is key to the South Asian country's semiconductor future.
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India may take 10 years to achieve 28nm mass production, according to DIGITIMES Research