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Thursday 18 April 2024
Micron poised to get over $6 billion in chips grants in announcement next week
Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil.
Thursday 18 April 2024
Toshiba cut 5,000 jobs to fuel digitalization and AI
Japan-based manufacturing giant Toshiba is undergoing a significant restructure following its delisting in December 2023.
Thursday 18 April 2024
Why did SMIC divest from China's leading OSAT?
Brite Semiconductor, in which SMIC is the second largest shareholder, officially debuted on the Sci-Tech Innovation Board, with its stock soaring, leading to the gradual recovery of SMIC's investments.
Thursday 18 April 2024
TSMC expects 6% revenue growth in 2Q24
TSMC expects to post revenues of between US$19.6 billion and US$20.4 billion in the second quarter of 2024, representing a 6% sequential growth and a 27.6% year-over-year increase at the midpoint. Gross margin and operating margin for the first quarter of 2024 are estimated at 51-53% and 40-42%, respectively.
Thursday 18 April 2024
Topco chairman says current crystal component orders face long lead time
Topco Scientific Company (TSC) chairman J.W. Kuo, who is also Taiwan's Economic Minister-designate, said at the opening ceremony of the company's new quartz plant in Putzu, Chiayi County, that current orders for crystal components are accumulating fast that it takes the company nearly 20 months to fulfill.
Thursday 18 April 2024
ASML enters transition year with declining performance across the board
ASML recorded a declining performance in the first quarter of 2024 and expects a better performance in the second half of the year. ASML saw strong sales from memory manufacturers compared to logic IC makers and said demand in China would continue to be strong.
Thursday 18 April 2024
US to become 2nm GAA process battleground for Intel, Samsung, and TSMC
The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With more than half of the direct subsidies in their coffers, they are mandated to introduce cutting-edge 2-nm production lines on American soil.
Thursday 18 April 2024
Automotive IDM competition intensifies
Leading automotive IDMs are facing increasing competition, with STMicroelectronics (ST) trailing closely behind second-placed NXP Semiconductors, according to TechInsights.
Thursday 18 April 2024
IC backend firms to embrace strong 2H24
ASE Technology Holding (ASEH) and other Taiwan-based IC backend houses are gearing up for a prosperous second half of 2024, stepping up their capacity expansion pace, according to industry sources.
Wednesday 17 April 2024
Taiwan moves to boost its global standing with chip diplomacy
Taiwan has been ramping up international cooperation deals with countries like Canada and France in recent months as it parlays its role as the world's chip kingpin to boost its global standing.
Wednesday 17 April 2024
Wargaming Taiwan's chip industry, who's the winner?
"An opening bombardment destroys most of Taiwan's navy and air force in the first hours of hostilities. Augmented by a powerful rocket force, the Chinese navy encircles Taiwan and interdicts any attempts to get ships and aircraft to the besieged island. Tens of thousands of Chinese soldiers cross the strait in a mix of military amphibious craft and civilian roll-on, roll-off ships, while air assault and airborne troops land behind the beachheads."
Wednesday 17 April 2024
China saw growing production in ICs and semiconductor equipment in 1Q24
China's production of ICs and semiconductor equipment continued to grow in the first quarter of 2024, fueled by the recovery in the economy and efforts to achieve self-reliance despite the US sanctions.
Wednesday 17 April 2024
Former pitcher rises as new NSTC minister: Taiwan awaits his winning pitch
Wu Cheng-wen, the current president of Southern Taiwan University of Science and Technology, is set to succeed Wu Tsung-tsong as the new minister of the National Science and Technology Council (NSTC) on May 20.
Wednesday 17 April 2024
Can Samsung's 2nm process reduce the gap with TSMC?
As the US announces a US$6.4 billion subsidy for Samsung Electronics, Samsung has also officially announced additional investment plans in the US, aiming to promote the mass production of the 2nm process and seize business opportunities for AI chips.
Wednesday 17 April 2024
US may see 58% of new semiconductor jobs unfilled by 2030, says SIA
With the announcement of CHIPS Act funding for the top 4 foundry manufacturers and the launch of various public-private projects come great expectations for a revival of semiconductor manufacturing in the United States. However, as companies build up their new factories, where to find enough people to operate them becomes a big headache.
Wednesday 17 April 2024
Samsung Foundry plans to provide 'one-stop-service' to compete with TSMC
South Korean tech giant Samsung Electronics has received US$6.4 billion of US CHIPS Act direct funding and disclosed that it will increase its investments to US$40 billion to set up advanced packaging facilities and a research & development (R&D) center. In other words, Samsung aims to build a front-end-to-back-end verticle in the US to attract big fabless orders.
Wednesday 17 April 2024
Samsung at crossroads, seeking ties with Taiwanese peers?
Samsung Electronics reported profits of US$4.89 billion for the first quarter of 2024. The semiconductor division successfully ended a streak of losses spanning four consecutive quarters. In the quarter, the Device Solutions (DS) division, primarily dedicated to semiconductors, had a profit of approximately US$1.6 billion.
Wednesday 17 April 2024
Indian imports of monocrystalline silicon wafers from China have surged, why?
India almost doubled its imports of silicon wafers from China in 2023, highlighting India's expansion in solar cells and modules amid rising dependence on China's materials.
Wednesday 17 April 2024
Samsung Device Solution head reportedly seeking closer ties with Taiwan server ODMs
Kye Hyun Kyung, head of Samsung Electronics Device Solutions (DS) division, has visited Quanta Cloud Technology (QCT) during his stay in Taiwan, with his itinerary reportedly covering a host of top-tier firms in Taiwanese IT and semiconductor supply chains, such as TSMC.
Wednesday 17 April 2024
Rapidus outlook dimmed by TSMC, Samsung 2nm fab projects in US
Rapidus might have been caught off guard by TSMC's and Samsung's latest announcements of plans to make 2nm chips in the US, which threatens to undermine the Japanese chipmaker's competitiveness in the American market, according to industry sources.
Tuesday 16 April 2024
Topco Group Chairman nominated as Taiwan's new Minister of Economic Affairs
Taiwan's Executive Yuan announced the list of new cabinet members on April 16, and J. W. Kuo, chairman of semiconductor material firm Topco Group, is nominated as the new Minister of Economic Affairs.
Tuesday 16 April 2024
South Korea invests US$22 million in next-gen aerospace chip tech by 2028
South Korea is gearing up to shoot for the stars.
Tuesday 16 April 2024
Lam Research to train chipmaking engineers in India under US-India semiconductor partnership
Lam Research signed an MoU with Indian parties to train chipmaking and foundry engineers through virtualization software, part of the US-India strategic partnership to meet a regionalized semiconductor ecosystem.
Tuesday 16 April 2024
InnoEX 2024: China-based exhibitors nearly double, aerospace and robots gain prominence
AI took center stage at the 2nd Hong Kong International Innovation and Technology Expo (InnoEX) and the 20th Hong Kong Electronics Fair (Spring Edition), as AI technologies and applications continue to generate buzz and attention in the tech world.
Tuesday 16 April 2024
Novatek may enter iPhone OLED DDI supply chain
South Korean media ETNews cited industry sources, reporting that Novatek Microelectronics has provided DDI samples for iPhone 16 validation this February.
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Summary of Tech Supply Chain News!
The rise of top 10 IC design houses in China
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