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Thursday 9 May 2024
Qisda accelerates development in Vietnam, capacity expected to increase
Peter Chen, Chairperson of Qisda, stated that the company has passed the lowest ebb of operation in 2024, with growth expected to occur quarter by quarter.
Thursday 9 May 2024
TSMC may soon see 3nm capacity supply fall short of demand
TSMC has already seen utilization rates for its 3nm family climb to more than 95%, and with strong demand from customers, including Apple, for its N3E process, capacity supply at...
Tuesday 7 May 2024
DRAM and NAND flash prices unlikely to fall over next 2 quarters, says Team Group exec
DRAM and NAND flash prices are unlikely to trend downward in the next two quarters, according to Gerry Chen, president of memory module company Team Group.
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...
Tuesday 30 April 2024
With iPhone sales weak, Chinese/South Korean smartphone and OLED manufacturers take advantage to increase capacity
Amid sluggish iPhone sales, Samsung Electronics and Chinese smartphone brands have begun to take advantage of this gap and expand their inventory of smartphones and OLEDs to seize...
Tuesday 30 April 2024
Fab toolmakers see order visibility from TSMC extended to 2025
Equipment makers have seen the visibility of TSMC's order extended to 2025, and Intel and OSATs have also placed orders, according to industry sources in Taiwan.
Monday 29 April 2024
Topco Senior CEO says geopolitics creates business opportunities
The global supply chain for semiconductors is undergoing far-reaching changes due to the geopolitical influence of major countries.
Friday 26 April 2024
LMOC incurred net loss in 1Q24 despite SiPh shipment reaching record high
Despite Silicon Photonics (SiPh) shipments reaching a record high, LandMark Optoelectronics Corporation (LMOC) incurred a net loss of NT$47 million in the first quarter of 2024, marking...
Tuesday 23 April 2024
TSMC optimizes 3/5/7nm equipment conversion amid AI surge, with 5nm emerging as primary profit driver
In the dynamic realm of AI, TSMC has secured the vast majority of customer orders, and foundry quotes now surpassing US$10,000 per wafer are primarily centered on the lucrative process...
Tuesday 23 April 2024
Southeast Asia plays key role, as PCB makers expand automotive and satellite production
The automotive sector is now projected to see negative growth in 2024, with rumblings in the supply chain ever since the beginning of the year, and TSMC lowering its expectations...
Monday 22 April 2024
Navigating the waves: challenges in ocean energy development
Countries worldwide have been ramping up their investments in marine energy development due to concerns about energy security.
Friday 19 April 2024
TQP to dedicate all capacity of its new plant to TSMC's 3nm advanced processes
Topco Quartz Products (TQP) is a joint venture between Topco Scientific (TSC) and Shin-Etsu Quartz. TQP's new plant in southern Taiwan, whose opening ceremony was held on April 18,...
Tuesday 16 April 2024
PlayNitride to triple wafer capacity in 2024, projects MicroLEDs to cost less than OLEDs by 2030
Taiwanese MicroLED vendor PlayNitride is set to triple its wafer capacity by the end of 2024, chairman Charles Li has said at a recent investor conference, while also projecting that...
Monday 15 April 2024
Samsung and SK Hynix reportedly to resume memory capacity expansion plans
Market rumors said Samsung Electronics and SK Hynix are planning to resume the capacity expansion plans at its Pyeongtaek and Cheongju fabs, which were put on hold during the previous...
Monday 15 April 2024
China's chip equipment industry gains momentum in import substitution, alarming foreign suppliers
China currently relies heavily on imports for over 85% of its semiconductor equipment needs, showcasing a self-supply rate of only about 14%.