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Friday 3 May 2024
Intel chip fabrication pant selling US$3.85 billion of bonds
A company tied to Intel Corp.'s expansion of computer chip factories in Arizona is selling $3.85 billion of investment-grade bonds on Thursday.
Friday 3 May 2024
Imec.xpand launches EUR 300M fund amid global race for semiconductor supremacy
Imec.xpand, an independent global venture capital fund, today announced the launch of a new EUR 300 million fund aimed at accelerating the growth of transformative semiconductor and nanotechnology innovations.
Friday 3 May 2024
Qualcomm sees smartphone demand surge, eyes AI PC market entry
Qualcomm's first-quarter fiscal report has signaled an ongoing recovery in smartphone demand, with robust demand in the high-end Chinese smartphone market.
Friday 3 May 2024
TSMC dominates global foundry market with 61% market share in 4Q23, says Counterpoint
Counterpoint released the global foundry market share ranking for the fourth quarter of 2023, showing that TSMC maintained its leadership status with a 61% market share driven by strong demand from AI and the restocking of smartphones.
Friday 3 May 2024
What made AMD give a conservative projection for its 2024 outlook?
AMD challenges Nvidia's dominance in the AI market with its Instinct MI300 accelerator which has been well-received by the market. However, since Nvidia's next-generation Blackwell platform is priced lower than expected, how would that impact AMD?
Friday 3 May 2024
China's chip self-sufficiency dream a 21st Century Great Leap Forward? How much longer can it subsidize?
Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries and realize the dream of building a self-sufficient semiconductor supply chain?
Friday 3 May 2024
Elan expects chip demand for AI PCs to emerge as early as 4Q24
Touch controller chip and fingerprint sensor specialist Elan Microelectronics believes that demand for AI PCs will rise and ferment as early as the fourth quarter of 2024.
Friday 3 May 2024
Qualcomm, MediaTek unfazed by Huawei rebound
Leading handset chip vendors Qualcomm and MediaTek are unlikely to be alarmed by Huawei's fast rebound in China's smartphone market, according to industry sources.
Thursday 2 May 2024
AMD slides after AI chip forecast misses lofty estimates
Advanced Micro Devices Inc. shares declined as much as 8.1% after the chipmaker gave a disappointing forecast for artificial intelligence processors, a lucrative market now dominated by Nvidia Corp.
Thursday 2 May 2024
SK Hynix says 2025 HBM production almost sold out
SK Hynix held a press conference on May 2 at its headquarters in Icheon, Gyeonggi Province, to reveal details of its investment plans for the M15X fab in Cheongju and the Yongin Semiconductor Cluster in South Korea, as well as advanced packaging facilities in Indiana, the US. Company CEO Kwak Noh-Jung disclosed during the conference that SK Hynix has already sold out of its HBM memory production for this year and is almost sold out for 2025.
Thursday 2 May 2024
Qualcomm sees strong chip sales in Chinese smartphone market, anticipates continued diversification into automotive business
Qualcomm reported slightly stronger-than-expected results over the past quarter, and its upbeat outlook suggests an improvement in the mobile phone industry. Qualcomm also expects the automotive business to play a larger role.
Thursday 2 May 2024
Chinese semiconductor firms raising prices on soaring precious metal costs
Many Chinese semiconductor firms have told customers they are raising prices due to rising costs of precious metals, such as gold and copper, according to industry sources.
Thursday 2 May 2024
Micron shipping critical memory for AI data centers
Micron Technology announced that it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128GB DDR5 RDIMM memory at speeds of up to 5,600 MT/s across all major server platforms.
Tuesday 30 April 2024
Taiwan economy grows at fastest pace since 2021 on chip boom
Taiwan's economy expanded at the fastest pace in almost three years as global demand for artificial intelligence-related technologies fueled a boom in exports.
Tuesday 30 April 2024
Samsung beefing up power semiconductor capabilities for AI super cycle
Samsung Electronics has been ramping up its power semiconductor development team and is considering expanding its production capacity. This move aims to meet the anticipated surge in demand for power chips driven by the rise of Artificial Intelligence (AI) and Electric Vehicles (EVs).
Tuesday 30 April 2024
Notebook production in Vietnam ramping up
Notebook production in Vietnam has increased dramatically, making the country the second largest source of imports to the US behind China, according to government sources.
Tuesday 30 April 2024
NXP witnesses slower automotive chip sales, offers upbeat outlook
NXP experienced a slower automotive market and increased demand for industrial and mobile segments. The chipmaker gave a better outlook for the second quarter.
Tuesday 30 April 2024
Analog IC inventory returns to normal levels
Inventory adjustments for analog chips across all device applications have been completed, and shipments to specific customers and product lines have resumed their upward trajectory, according to sources at analog IC suppliers.
Monday 29 April 2024
Phison targets SEA market with new Malaysian R&D startup, emulating Taiwan's proven strategies
Taiwan's major NAND controller manufacturer Phison Electronics has decided to establish a startup company, MaiStorage, with an investment of MYR 100 million (US$21.09 million).
Monday 29 April 2024
With Dimensity 9400 coming in 2H24, MediaTek's flagship SoC aims for 30% market share in China
Responding to various rumors about the company's operations, MediaTek CEO Rick Tsai not only mentioned that the annual revenue growth rate of flagship smartphone SoCs will exceed 50% but also set a goal of achieving a 30% market share in the Chinese flagship smartphone market in the short term.
Monday 29 April 2024
Intel faces a transition dilemma as foundry business unlikely to break even in 3 years
Intel Corp. is trying to strike a balance between design and manufacturing.
Monday 29 April 2024
US probe into China's RISC-V role casts shadow on Samsung's AI chip ambitions and foundry biz expansion
Samsung Electronics has been actively promoting the open-source instruction set architecture, RISC-V, as a crucial technology for developing next-generation AI chips. However, the ongoing investigation by the US Department of Commerce (DOC) into potential national security risks resulting from China's proactive involvement in RISC-V could hinder Samsung's RISC-V ecosystem development plans.
Monday 29 April 2024
MediaTek bullish on expanding market presence and R&D operations in India
Taiwanese semiconductor company MediaTek has said it is bullish on India and expects to grow in R&D and market penetration. Speaking to Digitimes Asia recently, Anku Jain, MD of MediaTek India, mentioned although the pace of growth will depend on various factors, they are committed to growing their presence here.
Monday 29 April 2024
MediaTek's 1Q24 revenue and earnings rise, full-year visibility improves
MediaTek has presented its detailed first-quarter financial report. The fabless chipmaker's gross profit margin was significantly higher than the average level thanks to strong customer recovery momentum and substantial revenue growth, as well as the inclusion of various non-recurring items in earnings.
Monday 29 April 2024
Weekly news roundup: China's demand for lithography equipment knows no bounds
These are the most-read DIGITIMES Asia stories in the week of April 22 - April 26.
Research Report Database
Summary of Tech Supply Chain News!
Will Taiwan, South Korea, Japan join semiconductor alliance with US?
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
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