CONNECT WITH US
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
Ibiden's fiscal slump: IC substrates drive profit plunge, amid promising AI demand
Japan-based IC substrate manufacturer Ibiden saw a decline in its fiscal performance for 2023 (April 2023 to March 2024).
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
SK Hynix's 12-layer HBM to hit market earlier than expected
SK Hynix recently held a press conference to unveil its development blueprint for HBM4, scheduled for mass production in 2025, a year ahead of the original plan, to maintain its technological leadership in the High-Bandwidth Memory (HBM) 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
Japan takes ambitious action on advanced packaging technology to capture Chiplet and AI chip opportunities
The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly specialized field to gain their entry into the high-margin market of advanced chips and Chiplet.
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
PTI raises 2024 capex by 50% to boost HBM production for lucrative AI opportunities
Taiwan's top memory backend specialist Powertech Technology (PTI) has decided to sharply raise its capital expenditure for 2024 from the original NT$10 billion (US$307.22 million) to NT$15 billion, some 60% of which will be used for High Bandwidth Memory (HBM) products to capture lucrative opportunities in AI applications, according to company sources.
Friday 3 May 2024
Micron expects to ship made-in-India chips in 1H25
Micron, the first major chipmaker to set up an ATMP facility in India, provides a later-than-expected timeline for shipping its first made-in-India product, which is most expected to be exported rather than catering to domestic needs.
Thursday 2 May 2024
PSMC Tongluo fab receives interposer order to fulfill AI demand
PSMC, a Taiwan-based semiconductor foundry service provider, inaugurates its first 12-inch wafer fab in Miaoli, Taiwan on May 2. At the ceremony venue, PSMC chairman Frank Huang said the new fab has received interposer orders from a big American customer and will be a supplier to applications such as TSMC's Chip-on-Wafer-on-Substrate (CoWoS).
Thursday 2 May 2024
Vedanta stays committed to semiconductor and display ventures, sparking speculation on intent
Despite setbacks, particularly the breakup with Foxconn, the debt-laden Vedanta Group is still keen on semiconductor and display forays, which was seen as a strategy to deal with the group's financial stress. The prospect of Vedanta's display fab proposal with Innolux remains to be seen.
Thursday 2 May 2024
Global geopolitical shifts disrupt Taiwanese business strategies in China
In the wake of the Ukraine War, the ripple effects are felt far beyond the Eastern European theater. As China and Iran throw their weight behind Russia, the landscape of global commerce undergoes seismic shifts.
Thursday 2 May 2024
CHPT expects probe card orders to pick up in 2H24
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is optimistic about demand spurred by AI servers and smartphones and projects a surge in probe card orders in the second half of 2024.
Thursday 2 May 2024
Chinese telecom giants vie for AI supremacy with massive server procurements
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
Thursday 2 May 2024
Worst is over for MCUs, says Holtek president
With the destocking of Microcontroller Unit (MCU) inventories ending, Holtek Semiconductor believes the worst is over for MCUs and has seen its on-hand orders for the second quarter stabilize.
Thursday 2 May 2024
Chipbond expects demand recovery in 2Q24
Chipbond Technology, a semiconductor backend house with a strong focus on Display Driver ICs (DDI), expects demand to improve in the second quarter of 2024 although order momentum was weak in the previous quarter, according to company chairman Fei-Jain Wu.
Thursday 2 May 2024
PSMC inaugurates Tongluo fab in Taiwan
On May 2, Powerchip Semiconductor Manufacturing Corporation (PSMC) held the grand opening ceremony for its new Tongluo Fab at the Miaoli Tongluo Science Park.
Thursday 2 May 2024
Taiwan's computer industry production value CAGR nears 30% in past 5 years
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although China remains the biggest production site of Notebook PCs (NB), manufacturers of high-end servers have returned to Taiwan.
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
Specialty IC foundry VIS gains shifted orders from China
Taiwan-based Vanguard International Semiconductor (VIS) has reported first-quarter 2024 results that were somewhat better than expected. While facing market pricing competition from China, the 8-inch pure-play foundry has acquired shifted orders.
Thursday 2 May 2024
Tata Electronics to visit PSMC by end of May
A team from Tata Electronics is set to visit Taiwan, specifically PSMC, amidst global efforts towards semiconductor self-reliance.
Thursday 2 May 2024
Samsung's 1Q24 revenue saw major boost, though semiconductor profits fell behind SK Hynix
In the first quarter of 2024, Samsung Electronics successfully turned a profit in its semiconductor business due to increased demand for AI-related memory. Coupled with the sales growth of the Galaxy S24 series, the outstanding performances from these two sectors led to a revenue return to the KRW70 trillion level (approx. US$50.85 billion) after 5 quarters.
Thursday 2 May 2024
Why is Nvidia GPU seizing Open RAN opportunities
There has been a global wave of AI enthusiasm over the past year, particularly driven by the increasing demand for Large Language Models (LLMs).
Research Report Database
Summary of Tech Supply Chain News!
Geopolitics may bring dramatic shifts in semiconductor industry
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