China boosts silicon wafer production to strengthen resilience
With geopolitics threatening to interrupt supply chain security, China's semiconductor supply chain has realized the importance of silicon wafers, which account for nearly 30% of chip manufacturing costs.
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
China urged to step up photoresist self-sufficiency
China should increase its self-sufficiency in photoresist materials to mitigate the impact of Japan's potential expansion of export restrictions against Chinese chipmakers, according to industry sources in China.
Taiwan, US, and allies' over-emphasis on advanced node IC manufacturing faces blind spots
While the media talk about the possibility of a future surplus in the mature node space, the lack of investment in mature-node innovations outside China may have consequences as China is forced to focus on mature nodes and pour all resources into innovation and production leadership.
GlobalFoundries reportedly looking for partners in India
After India held Semicon India 2023, which had won investments from AMD and Foxconn, GlobalFoundries reportedly initiated discussions for semiconductor investments in India.
China's Huawei returning to 5G phone market with SMIC chips
Over the past two weeks, Reuters and Nikkei Asia have closely monitored the rumors surrounding a potential collaboration between Huawei and SMIC to undertake mass production of 5G chips by the end of 2023.
Photolithography and thin film deposition equipment export to China likely to be Japan prime control focus, says DIGITIMES Research
Based on DIGITIMES Research's observations, Japan is more likely to control the export of photolithography or thin film deposition equipment for advanced processes, which will hinder China's progress in advanced semiconductor manufacturing technologies.
DRAM and NAND flash oversupply improving
The surplus of DRAM and NAND flash memory has dramatically improved since the third quarter, with the oversupply ratio likely to turn negative as early as the fourth quarter, according to industry observers.
Yangtze Memory partners with controller IC suppliers to promote 232-layer NAND SSD
Yangtze Memory Technologies (YMTC) is collaborating with local Chinese flash device controller suppliers to market SSDs with its 232-layer NAND chips at relatively low prices, according to sources at IC distributors in China.
