The US will triple its domestic semiconductor manufacturing capacity from 2022—when the CHIPS and Science Act (CHIPS) was enacted—to 2032. The projected 203% growth is the largest projected percent increase in the world over that time, according to a recent SIA report.
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would indefinitely shelve its sub-7nm development, still has a chance to enter the AI market pie. Is there still a chance for GF to get a piece of the AI market pie?
Taiwan-Asia Semiconductor Corporation (TASC), in its transition from optoelectronic sensing, reported a post-tax loss of NT$38 million in the first quarter of 2024.
MLCC manufacturer Murata Manufacturing Co., Ltd. stated that demand for components in smartphones is recovering, and there is also expected growth in demand related to automotive electrification. Therefore, Murata anticipates an increase in revenue and profit margin for the fiscal year 2024 (April 2024 to March 2025).
The semiconductor industry is witnessing significant shifts influenced by geopolitical considerations. One recent case exemplifying this trend is King Yuan Electronics's (KYEC) sale of 90% equity in its China subsidiary Jinglong Technology (Suzhou) for approximately CNY48.85 billion (about US$675 million).
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.
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.
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?
EISO, the PCB factory, participated in the Satellite 2024 Conference & Exhibition held in Washington DC, USA for the first time, marking the company's entry into Low-Earth Orbit (LEO) satellite applications. This shows EISO's shift of focus to a high-end application of PCB technology, aside from their continuing efforts on domestic and international markets for electric-assisted bicycles (e-bikes).
Taiwan-based suppliers of III-V compound semiconductors, PCBs, and other IC components are divided on demand forecasts for new iPhones and other Apple devices, according to industry sources.
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.
Flexible printed circuit (FPC) specialist Flexium Interconnect has expressed optimism about demand for automotive applications in the long run, believing the worst has passed.
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging behind the US in semiconductor technologies.
The governments of Europe, the US, Japan, and China see quantum computers as a long-term strategic investment project. With the support of stable and long-term funding, the related start-up investments grew at an annual rate of about 20% between 2021-2023, according to CB Insights.
Chang Wah Technology (CWTC), a major supplier of IC lead frames, held its earnings call on April 23 in conjunction with its parent company Chang Wah Electromaterials (CWE), during which CWTC manager Su Shuang-Fu noted that the company is prepared to seize the initiative as the market recovers, as signs of a rebound in demand have been appearing since the second half of 2023.
Key semiconductor material distributor Chang Wah Electromaterials (CWE) has announced new pricing for epoxy molding compounds effective from the third quarter of 2024, due to a weak Japanese Yen.
Taiwan's PCB and semiconductor equipment manufacturers are poised to enhance their footprint in Southeast Asia by establishing manufacturing operations or bolstering their customer base in the region.
Apple has disclosed its supplier list for fiscal year 2023. Nan Ya PCB, the second-largest provider of IC substrates, re-entered the supply chain after an extended absence.
Japanese IC substrate manufacturer Shinko Electric Industries has announced that due to poor sales of its main product, flip chip packaging substrates, the upcoming fiscal report for the fiscal year 2023 (April 2023 to March 2024) will see a comprehensive downward revision in both revenue and profit. This marks the second downward revision for Shinko Electric.
Yageo, a Taiwanese passive component maker, anticipates its customers will finish inventory adjustments in the first half of 2024, despite ongoing global uncertainties.
Topco Scientific Company (TSC) chairman J.W. Kuo, who is also Taiwan's Economic Minister-designate, said at the opening ceremony of the company's new quartz plant in Putzu, Chiayi County, that current orders for quartz components are accumulating fast that it takes the company nearly 20 months to fulfill.
Allied Circuit (ACCL) is optimistic about its prospects for the second quarter of 2024, pointing to a rise in server market order visibility from 4-6 to 8 weeks. Customers' pulling of products has also increased dramatically in volume, according to the server PCB specialist.
