In the midst of the global Low Earth Orbit (LEO) satellite fervour, Taiwan's PCB industry is emerging as a pivotal player, mirroring the supply chains seen in the mobile phone and laptop sectors. As international satellite operators drive demand, Taiwan's leading component manufacturers are leveraging their expertise to enter the supply chain for satellite-to-ground services.
Intel CFO David Zinsner recently told investment bank analysts that Intel is still one of the big customers of TSMC and will continue to outsource chip production to TSMC in a conference hosted by Morgan Stanley.
Rapidus is trying the revolutionary single-wafer processing procedure to significantly reduce cycle time for chipmaking on its way to mass-produce 2nm chips.
Intelligent Epitaxy Technology Inc (IntelliEPI), a leading provider of epitaxy service for compound semiconductors like Indium Phosphide (InP), Gallium Arsenide (GaAs), and Gallium antimonide (GaSb), has recently stated that the application for subsidies under the US CHIPS Act has passed the preliminary review and that IntelliEPI is preparing to submit formal application documents.
Three semiconductor projects, including one wafer fab and two ATMP/OSAT facilities, were inaugurated, marking a milestone for India on its way to building a semiconductor ecosystem
The US plans to award more than $6 billion to Samsung Electronics Co., helping the chipmaker expand beyond a project in Texas it has already announced, according to people familiar with the matter.
Semiconductor material equipment supplier Wah Lee Industrial Group reported a revenue of NT$66.78 billion in 2023, a year-on-year decrease of 9.2%, with a combined after-tax net profit of NT$2.32 billion.
US Commerce Secretary Raimondo recently announced a US$1 billion investment into the solar, EV, telecom, and digitalization sectors of the Philippines during her visit to the country.
US-based pure-play foundry GlobalFoundries is said to be in the midst of personnel restructuring, with speculation suggesting a relocation of certain job roles from Singapore and Taiwan to India. However, the company has not officially confirmed these rumors.
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have migrated to other regions, but are still highly dependent on chips produced in Taiwan. Thus the destinations of semiconductor exports may gradually shift to different locations.
Marvell Technology recently announced an expansion of its collaboration with TSMC to develop the industry's first 2nm silicon intellectual property (IP) technology platform designed for a range of acceleration infrastructure applications such as Artificial Intelligence (AI) clusters and cloud data centers.
Compound semiconductor IDM Transcom has seen a strong pull-in of power amplifier orders for niche application markets, such as aerospace, defense, and satellites, boosting its overall operating performance.
Samsung Electronics, which aims to become the world's leading semiconductor foundry by 2030, still faces challenges breaking through TSMC's high market share in customer competition.
IC backend houses generally believe that the AI boom has kicked off a new growth cycle, with rising demand for advanced packaging set to fuel growth for testing service providers.
Experts from key industries and government officials from Japan and Taiwan gathered at the 2024 Taiwan-Japan (Kyushu) Economic and Trade Forum to discuss strengthening collaboration in the semiconductor and innovation sectors.
TSMC is miles ahead of its competitors in foundry services and Intel has been trying to hit the Taiwanese rival where it hurts by frequently emphasizing the risks of concentrating chip production on the small island, according to sources at fab toolmakers.
Amid an overheated frenzy in semiconductor investments, the Chinese government's decision to cool the market down has bore fruit. An expert believes an industrial consolidation has begun in China, particularly in EDA tools, semiconductor equipment, foundry, and ATMP/OSAT.
The memory market is gradually recovering with DRAM taking the lead, and NAND Flash is also showing signs of recovery. Samsung Electronics is reportedly increasing the utility rate of its Xi'an fab in China and market rumors said it plans to increase NAND prices by up to 20%.
As EVs continue to drive semiconductor demand, China-based Xindong Semiconductor Technology announced on March 13 that it had signed an MoU with STMicroelectronics. The agreement is expected to bring Xindong-Semi stable Silicon Carbide (SiC) supply and help the company grow its business.
OSAT company ASE Technology Holding (ASEH) expects inventory adjustments at clients to conclude in the first half of 2024, followed by an AI-driven comeback in operations in the second half of the year.