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Sat, Mar 25, 2023
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Friday 24 March 2023
Toshiba board reportedly OKs takeover by JIP-led group
Toshiba's board of directors has approved a JPY2 trillion (US$15.3 billion) offer from a consortium led by Japan Industrial Partners (JIP) to buy the company, according to local media reports in Japan.
Friday 24 March 2023
Third quarter may bring growth prospects for NAND flash
The second quarter is expected to be a low point for the NAND flash industry, with growth likely to restart in the third quarter, according to market observers in China.
Friday 24 March 2023
YMTC COO says tech innovation continues
Yangtze Memory Technologies (YMTC) will maintain its pace of in-house technological innovation while also cultivating local talent in China, according to Cheng Weihua, COO for the China-based memory chipmaker.
Thursday 23 March 2023
China's Big Fund reduces stakes in some semiconductor firms as it adjusts investment focus
The National Semiconductor Industry Investment Fund of China (commonly known as the Big Fund) has cut its shareholdings in some semiconductor firms, as it is adjusting its investment direction.
Wednesday 22 March 2023
Fab equipment spending on track for 2024 recovery, SEMI says
Global fab equipment spending for front-end facilities is expected to decline 22% on year to US$76 billion in 2023 from a record high of US$98 billion in 2022 before rising 21% to US$92 billion in 2024 to reclaim lost ground, according to SEMI.
Wednesday 22 March 2023
PCIe Gen5 SSD shipments unlikely to ramp up until 2H24
Shipments of next-generation PCIe Gen5 SSDs are unlikely to see a substantial rise until the second half of 2024, according to flash device controller specialist Phison Electronics.
Tuesday 21 March 2023
Nanya, Winbond support Taiwan power price hikes
Commenting on Taiwan's possible industrial power price hike, which may rise over 10% in April, the president of DRAM maker Nanya Technology Lee Pei-ing and Winbond president James Chen both expressed their support for the idea.
Tuesday 21 March 2023
Automotive, industrial IC demand remains brisk
Despite persistently weak demand for PCs, handsets, and consumer electronics devices, the automotive and industrial sectors continue to see robust momentum, with supplies of certain chips, such as car-use MCUs and MPUs, remaining tight, according to industry sources.
Tuesday 21 March 2023
Memory prices to bottom out soon
Memory chip prices are expected to bottom out and stop falling soon, with more suppliers optimistic about the market's prospects in the second half of this year, according to industry sources in Taiwan.
Monday 20 March 2023
Samsung SD loss forecast revised upwards: US$3 billion loss likely in 1Q23
Since entering 2023, performance of the memory market has been worse than expected, and the South Korean securities industry has revised the estimated operating losses of both Samsung Electronics' Device Solutions (DS) division and SK Hynix.
Monday 20 March 2023
Global NAND flash revenue to continue slide in 1Q23
NAND flash revenue will continue to decline into the first quarter of 2023 despite lower drops in memory ASPs, according to a recent TrendForce report.
Thursday 16 March 2023
DDR5 penetration stalls, delaying demand for related PMIC
Since PCs and servers are adopting DDR5 memory more slowly than anticipated, related conventional power management IC (PMIC) demand is unlikely to increase with improved visibility until 2024, according to industry sources.
Thursday 16 March 2023
Falling chip prices erode Phison gross margin in 4Q22
Falling NAND flash chip prices resulted in inventory losses and an approximately 5pp erosion of Phison Electronics' gross margin in the fourth quarter of 2022, according to the memory device controller and module supplier.
Wednesday 15 March 2023
GlobalWafers sees customers' advance payments top US$1 billion
GlobalWafers received an all-time high of NT$39.73 billion (US$1.3 billion) in advance payments made by its customers as of the end of 2022, according to the silicon wafer company, which expects another year of revenue growth in 2023.
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 vendor faces capex pressure.
Tuesday 14 March 2023
IC sales account for over 70% of Taiwan science parks 2022 turnover
Sales generated by companies operating in Taiwan's three primary science industry parks reached NT$4.26 trillion (US$140.58 billion) in 2022, increasing 14.75% from a year earlier, according to data compiled by the National Science and Technology Council (NSTC).
Tuesday 14 March 2023
DDR5 penetration remains slow
The market penetration of DDR5 memory has been slower than expected and will continue to be so throughout the first half of 2023, as consumer spending power remains constrained, according to sources at memory module makers.
Monday 13 March 2023
South Korean chip equipment industry alarmed amid US-China's tech power struggle
As the United States imposes strict conditions on subsidy applications as a means to curb China's rise in the semiconductor industry, South Korea's semiconductor equipment industry is also facing a crisis in exports.
Monday 13 March 2023
China NAND flash controller vendors stepping up niche-market applications
Chinese NAND flash controller IC suppliers including Goke Microelectronics, Maxio Technology and Yeestor Microelectronics are gaining presence in the China market for SSD controller,s and some have moved to raise funds from the capital market to support further R&D projects on chip products for more niche-type applications, according to market sources.
Friday 10 March 2023
South Korea semiconductor inventory hits record high
South Korea has posted a trade deficit for the 12th consecutive month in February 2023 due mainly to poor outbound shipments of its main export products of DRAM and NAND flash chips, whose inventories have hit record-high levels, according to Korean news reports.
Friday 10 March 2023
US starts accepting applications for CHIPS Act incentives
The US Department of Commerce (DOC) announced at the end of February the first funding opportunity for its incentives program for the domestic semiconductor industry. Starting from Feb 28, 2023, statements of interest from all potential applicants will be accepted by the CHIPS program office.
Friday 10 March 2023
Apacer gearing up for volume production of consumer PCIe Gen5 SSDs
Memory module house Apacer Technology has started sampling its consumer-grade PCIe Gen5 SSD series, with volume production slated for the end of the second quarter, according to the company.
Thursday 9 March 2023
OSATs see clear automotive MCU orders from IDMs till end-2023
Taiwan's OSATs including ASE Technology, TeraPower Technology under Powertech Technology (PTI), and Ardentec have seen clear order visibility for automotive MCUs from IDMs till the end of 2023, but it remains to be seen whether their order momentum for consumer ICs can rebound significantly starting in the third quarter, according to supply chain sources.
Thursday 9 March 2023
AI boom to boost demand for high-end memory chips
AI advancements will increase demand for high-end memory chips by enabling a wide range of applications, industry sources believe.
Wednesday 8 March 2023
SkyWater and Weebit announced the inclusion of ReRAM IP in 130nm process for applications in automotive, defense and beyond
Israel-based Weebit Nano and US-based SkyWater Technology have announced the availability of Weebit's resistive RAM (ReRAM) IP in SkyWater's 130nm CMOS (S130) process. SkyWater customers can now easily integrate Weebit's non-volatile memory (NVM) in their system-on-chip (SoC) designs.
Global wafer foundry industry analysis and forecast, 2022
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
IC design may serve as key for Malaysia to further enhance local semiconductor competitiveness, says DIGITIMES Research
Taiwan wafer foundry experiences first sequential revenue decline since start of COVID-19 in 4Q22, says DIGITIMES Research