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Tuesday 17 May 2022
YMTC sampling 192-layer 3D NAND chips
China's Yangtze Memory Technologies (YMTC) has delivered samples of its in-house developed 192-layer 3D NAND flash memory to a few customers recently, according to industry sources.
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Tuesday 17 May 2022
Samsung reprtedly begins production of microLED commercial displays in Slovakia
Samsung Electronics began to produce microLED commercial displays at its factory in Slovakia in early May 2022, according to South Korea-based ETNews.
Tuesday 17 May 2022
Advantech expects mild decline in 2Q22 revenues due to China lockdowns
Industrial computing solution provider Advantech expects second-quarter 2022 consolidated revenues to decrease 1.4-5.0% sequentially due to impact of COVID lockdowns in China, according to company CFO Eric Chen.
Tuesday 17 May 2022
LED firm Brightek cautious about 2Q22
LED packaging specialist Brightek Optoelectronic has expressed caution about its business prospects for the second quarter, when sales are expected to hit bottom for 2022.
Monday 16 May 2022
Radiant LED BLU shipments down 52% in Aprilr
Radiant Opto-Electronics shipped 6.025 million LED backlight units (BLUs) in April, declining 52.0% sequentially, due mainly to China lockdown impacts.
Monday 16 May 2022
SMIC no longer discloses revenue by process nodes
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) has reported first-quater 2022 sales, but omitted a revenue breakdown by manufacturing process nodes as it had usually disclosed previously.
Monday 16 May 2022
Lithium battery materials shortages add pressure to EV makers
The rapid growth of electric vehicles (EVs) and energy storage systems has intensified the short supply of lithium batteries, while battery materials prices are being further pushed up by manufacturers' overbooking of materials, according to Chinese media reports.
Monday 16 May 2022
Qaunta, Inventec positive about 2H22 notebook shipments
Taiwan's notebook ODMs Quanta Computer and Inventec both have released positive outlook for their shipment performance in the second half of the year, though some market observers and brand vendors believe the notebook market may be going downhill amid dwindling COVID-driven demand.
Monday 16 May 2022
Quanta, Inventec upbeat about 2H22 server shipment prospects
Taiwan-based server makers Quanta Computer and Inventec are expecting shipments to grow in the second half of the year thanks to strong demand from US-based cloud service providers.
Friday 13 May 2022
Japan MLCC makers see strong demand from emerging industries
Japan-based multi-layer ceramic capacitor (MLCC) suppliers are seeing robust demand from emerging industries, such as 5G, AIoT, and future vehicles, according to industry sources.
Friday 13 May 2022
Posco to supply ProLogium with solid-state battery materials
South Korean steel manufacturer Posco has entered into an agreement with Taiwan-based solid-state battery developer ProLogium to supply cathode, anode, and solid electrolyte materials, according to the EV battery maker.
Friday 13 May 2022
GTA steps up purchases of China homegrown fab tools
Shanghai-based analog chips foundry GTA Semiconductor has stepped up purchases from Naura Technology, ACM Research and other China-based semiconductor equipment makers to carry out its second-phase investment project in Lingang Special Area in the Shanghai Pilot Free Trade Zone.
Friday 13 May 2022
TDK to build new factory for automotive MLCCs
TDK has announced plans to construct a new factory building at its manufacturing site in Kitakami, Japan's Iwate Prefecture, for automotive MLCCs. Construction of the factory is scheduled to begin at the end of the company's fiscal year (March 2023), and will be completed in June 2024.
Thursday 12 May 2022
Chinese carmakers eyeing overseas markets
Several Chinese carmakers, including XPeng, GAC Group and Leapmotor, shared their experiences on brand upgrading during a recent online forum, highlighting their efforts of catching up with foreign marques' joint ventures in China and expanding global market presence.
Thursday 12 May 2022
Acter posts record IC fab engineering projects in Taiwan, China
Taiwan's clean room engineering specialist Acter Group has seen a record high number of ongoing contract construction engineering projects, as semiconductor fabs in Taiwan and China continue their capacity expansion momentum.
Thursday 12 May 2022
Notebook production in China unlikely to be fully restored until July
Overall notebook production in China, which mainly takes place in major coastal cities in eastern China, is unlikely to return to pre-lockdown levels until July, according to industry sources. Insufficient manpower and logistical problems were cited as the main challenges.
Global wafer foundry industry analysis and forecast, 2022
Global server shipment forecast and industry analysis, 2022
EV penetration to rise to 30% in 2025, says DIGITIMES Research
Non-foundry IC segments gaining weight in HPC era, says DIGITIMES Research
DIGITIMES Research worldwide notebook shipment update – February 2022