Tue, Mar 21, 2023
Monday 20 March 2023
Relying on subsidies is worst strategy for chips; wafer fabs need to walk before they can run
The global chip shortage has resulted in countries elevating semiconductor manufacturing to a "national security issue." Not only are the Chinese and Korean governments continuing to spend heavily to support their chip industries, but Europe, the US, Japan, Singapore, and India are also announcing semiconductor subsidy bills and policies. They aim to lure foundries to set up fabs locally while bringing their supply chain along with them. Among the significant foundries, TSMC is the top target.
Monday 20 March 2023
CIS packagers enjoy stable demand for high-end auto applications
BGA (ball grid array) packaging demand for high-pixel and large-size automotive CMOS image sensor (CIS) chips remains in high gear, but lower-end car-use CIS products processed with wafer-level chip scale package (WLCSP) technology are showing signs of an oversupply, undermining backend demand and triggering price falls, according to sources with CIS packagers.
Monday 20 March 2023
Taiwan chip exports to China sputter on tensions, falling demand
Taiwan's exports of integrated circuit chips to China and Hong Kong fell for a fourth month in February as Washington-Beijing tensions simmer and demand for electronics continues to drop off.
Monday 20 March 2023
TSMC’s container maker is hidden jewel of Japan’s chip industry
The world's most advanced and delicately fine-tuned semiconductors wouldn't be possible without the aid of giant steel storage tanks built by a little-known Tokyo company founded in 1927.
Monday 20 March 2023
Etron Chairman voices support for Taiwan tech industry's decentralized production strategy
It has been widely discussed that TSMC's overseas expansion may lead to soaring production costs. However, Dr. Nicky Lu, the chairman of Etron Technology, believes that it is necessary for Taiwan's tech industry to decentralize its production around the globe. TSMC moving part of its production capacity overseas may further complicate the business model. However, it is a challenge that businesses need to overcome to further strengthen international corporate operations in the future.
Monday 20 March 2023
Taiwan IC design houses turn cautious in dealing with Chinese customers
The structural conflict between the US and China seems to be increasingly free of gray areas, and Taiwan's IC design sector, which has been least affected by the semiconductor trade war between both countries, has been keeping a low profile to avoid being impacted, turning cautious in dealing with Chinese customers, according to industry sources.
Monday 20 March 2023
India may introduce talents worldwide to build a chipmaking ecosystem
Despite India's eagerness to build a self-reliant semiconductor manufacturing ecosystem and an abundance of engineers in the IC design sector, India lacks the required talents to have a functioning IC manufacturing business and may have to recruit them from abroad, at least initially.
Monday 20 March 2023
China develops new way of poaching South Korean talent
China's approach to obtaining South Korean technological secrets seems to have evolved in recent years. In the past, Chinese entities poached engineers and acquired businesses from South Korea. Now they are setting up research and development subsidiaries in South Korea, where they directly hire local engineers and obtain local technological secrets legally.
Monday 20 March 2023
Are the world's tech behemoths getting more bang for their lavishly splurged R&D bucks in 2022?
R&D is the bedrock upon which an enterprise's commercial triumphs are built. Any disappointing outcome or inefficiency originating therefrom can spell out the company's economic demise in our cutthroat capitalist coliseum. Competitivity of goods and services could dwindle, leading to a sharp decline of revenue, gross and net operating profits.
Monday 20 March 2023
Samsung and SK Hynix may see operating loss for memory businesses in 1Q23
As there is no end in sight for the global memory demand slump, South Korea-based suppliers may see their memory business turn into an operating loss, a rarely-seen situation for the duo.
Friday 17 March 2023
UMC sets up first R&D center for waste recycling in the Southern Taiwan Science Park
United Microelectronics Corporation (UMC) held a groundbreaking ceremony for its Circular Economy & Recycling Innovation Center on March 17. Established at UMC's Fab 12A in Tainan, Taiwan, the NT$1.8 billion (US$58.8 million) facility will be the first waste recycling R&D center in the Southern Taiwan Science Park, serving as an important contributor for sustainable circular economy in Taiwan. After the center begins operating in 2025, it is expected to reduce 15,000 metric tons of semiconductor manufacturing waste annually.
Friday 17 March 2023
Chinese automakers spurring self-sufficient supply chain
China's car market, as the biggest in the world, can provide enough momentum to allow the country to develop a self-sufficient supply chain amid expanding US trade sanctions, according to industry sources.
Friday 17 March 2023
A chip war without winners
It is predicable that the ongoing US-China chip war will follow a difficult and long course, and under fierce attack and defense between the world's two largest economies, there could hardly be any winner in the long run no matter the final result.
Friday 17 March 2023
Samsung establishes R&D center in Japan to strengthen semiconductor supply chain
Samsung Electronics has recently restructured its research and development resources in Japan by establishing a comprehensive R&D center in Japan, Device Solution Research Japan (DSRJ). This suggests that Samsung values Japan's importance in the semiconductor supply chain. This move also helps Samsung strengthen its connection with Japanese businesses.
Friday 17 March 2023
Compound semiconductor critical to expected 5G mmWave demand spurt
5G, a technology deemed as fundamental to Industry 4.0, began to see large-scale commercial application around the world in 2020. However, 5G still faces problems related to difficulties in penetration and indoor coverage. Consequently, 5G millimeter wave (mmWave) technology is gaining traction in the mobile communications sector, owing to its high penetration rate and high speed. However, for 5G mmWave to be popularized, cost and energy consumption-related challenges should be overcome.
Friday 17 March 2023
Chinese chipmaking technology development may stall at 40nm scale
With the US looking to broaden its chip tool ban against China with new rules set to be implemented in April, SMIC and other China-based foundries will have to halt the development of their sub-40nm process technologies, according to sources at semiconductor equipment companies.
Friday 17 March 2023
TI promotes 32-bit general-purpose MCUs for edge AI
Texas Instruments (TI) is touting its new 32-bit general-purpose microcontroller unit (MCU) lineup, which can be used in edge AI designs.
Friday 17 March 2023
Robust PA demand for defense apps buoys Transcom 2022 revenue, profits
Niche-market compound semiconductor IDM Transcom has reported record-high revenue and net profits of NT$1.035 billion and NT$249 million, respectively, for 2022, buoyed by strong power amplifier (PA) shipments for defense and other high-end and niche-market device applications.
Friday 17 March 2023
Taiwan OSATs consider Mexico as regional operations base to help partners expand in US
Taiwan-based OSATs, many of which are involved with TSMC and other chipmakers, are considering Mexico as their regional base of operations to assist partners looking to expand into the US, according to industry sources.
Friday 17 March 2023
Order visibility for PCB and IC substrate equipment clear through 2024
Order visibility for PCB and IC substrate production equipment has been extended to 2024, according to industry sources.
Friday 17 March 2023
TSMC may plan another price hike to respond to rising costs
TSMC may consider another price hike in the second half of 2023 to respond to its ever-increasing manufacturing costs, according to sources at semiconductor equipment companies.
Friday 17 March 2023
TSMC to expand in tandem with partners, says Morris Chang
Morris Chang, TSMC's founder, stated at an event in Taipei on March 16 that he believes the pure-play foundry will continue to grow alongside its partners, as opposed to certain competitors who are expanding on their own.
Friday 17 March 2023
Why is Morris Chang showing support for US in trade war with China?
TSMC founder Morris Chang's show of support for the US in its ongoing trade war with China has piqued the interest of many in the semiconductor industry.
Thursday 16 March 2023
Baidu launches Ernie Bot
China's Baidu launched its latest generation of large language model-based, pre-trained AI generative product Ernie Bot (Wenxin Yiyan) on Mar 16. CEO Robin Li demonstrated on-stage some conversation with the AI.
Thursday 16 March 2023
Japan to lift restrictions on chip material exports to South Korea

Japan plans to lift restrictions on exports of key semiconductor materials to South Korea, in a move toward ending a feud that has spanned several years between the two tech powerhouses.

Global server shipment forecast and industry analysis, 2022
The rise of top 10 IC design houses in China
China vendors see smartphone shipments down on year in 4Q22 and 1Q23, says DIGITIMES Research
Taiwan PC monitor makers experiencing declining shipments in 4Q22, says DIGITIMES Research
Samsung develops closer connection in Vietnam than in India, according to DIGITIMES Research