Electric vehicles have strong potential in the Indian market. But not everyone in the South Asian country is convinced that a market where about 22 out of 1,000 people own a vehicle is ready for the EV revolution yet, according to DIGITIMES' correspondent in India. In India's mobile telecom market, intense price competition has drastically changed its landscape, with the top-3 carriers dominating over 90% of the market. In the semiconductor sector, AMD is expected to be the first adopt TSMC's SoIC technology fot its HPC chips.
Malaysia's chip shortages are expected to persist longer even after lockdown were lifted, while Indonesia is looking to start producing electric vehicle (EV) in 2023-24.
Micron is stepping up expansions of its production capacity, with plans to install EUV tools at its Taiwan fabs in 2024. In China, smartphone shipments to the domestic market slipped 5.4% in September, with local brands accounting for over 90% of the shipments. And supply side issues, such as component shortages, may hinder 5G smartphone shipment growth globally in 2022.
China's Geely Automobile Holdings is reportedly mulling in-house development and production of chipsets for its own vehicles as it has newly expanded its registered businesses to include IC chips manufacturing as well EV battery and electrical motor production, according to industry sources.
September billings among North American manufacturers of semiconductor production equipment increased by a slight 1.7% sequentially to US$3.72 billion, according to SEMI.
LED chip and Si-based sensor maker Taiwan Asia Semiconductor (formerly from Opto Tech) is setting aside NT$800 million (US$28.6 million) for production capacity expansions.
China's National Semiconductor Industry Investment Fund (aka the Big Fund) continues to pour money into China's domestic fab toolmakers, looking to rev up the development of China's homegrown semiconductor equipment sector.
The supply of handset-use power management ICs remains severely tight, prompting the chip suppliers to transition to 12-inch wafer manufacturing, according to industry sources.
Supply-side factors, including particulary shortages of power management IC (PMIC) and other components as well as power cuts in China, are very likely to constrain the overall 5G smartphone shipment growth in 2022 after affecting global smartphone sales in the third quarter of 2021, according to industry observers.
Micron Technology has plans to install EUV lithography tools at its Taiwan-based fabs in 2024, said Manish Bhatia, executive VP of global operations for the US memory chip vendor, at an online press event held October 21.
It has been nearly three years since the US-China trade war pushed the electronics supply chain toward Southeast Asia. In addition to the movement of large assembly and installation manufacturers to Southeast Asia, whether or not other component manufacturers would follow has also been a top of discussion.
