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NEWS TAGGED ANALYSIS
Monday 10 July 2023
TSMC demand buoys MSScorps 2Q23 revenue
IC analysis and inspection lab Material Science Service (MSScorps) witnessed a double-digit sequential revenue spike in the second quarter, with revenue for the first half of 2023...
Monday 3 July 2023
MA-tek steps up overseas expansion
IC verification lab Materials Analysis Technology (MA-tek) plans to allocate NT$1.2 billion (US$38.6 million) in capital expenditures for 2023, of which nearly 80% will be used to...
Monday 26 June 2023
Intel cuts off manufacturing in IDM2.0, TSMC is expected to benefit
Intel held the Intel Internal Foundry Model Investor Webinar on June 21 to explain the shift to a new internal foundry model, where internal product departments and manufacturing...
Wednesday 21 June 2023
Samsung keen on leveraging AI to boost semiconductor competitiveness
Samsung Electronics is aggressively incorporating artificial intelligence (AI) to improve its DRAM design and wafer fabrication yield, aiming to boost its product competitiveness...
Tuesday 20 June 2023
Qualcomm tries to boost PC market share via 'Apple Silicon' path for its Oryon processor
Qualcomm promoted the concept of "hybrid AI" at COMPUTEX 2023, emphasizing that both machine learning and generative AI require the joint cooperation of edge and cloud AI to realize...
Monday 19 June 2023
Three implications for Micron's decision to commit further investment in Xi'an
Micron Technology, the American memory company, has been banned from China for allegedly failing to pass a security audit, and the operational impact and market share shift effects...
Monday 19 June 2023
Old ICs remain in demand, OSAT Wafer Bank inventory depleting
The June 18 sales promotion ("618 shopping festival") in China kicked off on Sunday, and smartphone and well as car vendors offered discounts to consumers. Although the price competition...
Monday 19 June 2023
IC destocking, replenishment near end; industry hinges hope on end demand for 2H growth
As the market enters the second half of the second quarter, after a year-long chaotic period, both the inventory de-stocking and the subsequent stock replenishment will end in the...
Tuesday 13 June 2023
Will consumer demand boost chip demand in 2H23?

With Apple Inc. announcing a series of product launches recently, the semiconductor industry is hinging high hopes for a...

Monday 12 June 2023
Apple's Vision Pro may get into trademark fights in China and America
Although Apple's US$3,499 Vision Pro headset received worldwide media attention at the WWDC 2023 last week, there are already companies waiting to take a big bite out of the Vision...
Monday 12 June 2023
Strong reliability analysis demand for advanced packaging buoys iST revenue
Integrated Service Technology (iST), a specialist in IC materials analysis, has reported a 10.2% increase in revenue year-over-year from January to May, thanks to robust reliability...
Tuesday 6 June 2023
One more thing: what you may have missed in Apple's WWDC 2023
Apple CEO Tim Cook unveiled its first mixed reality headset VisionPro at the WWDC 2023 keynote on June 5, attracting attention and cheering from Apple fans worldwide. There are some...
Friday 2 June 2023
Taiwanese MCU makers gear up for AI applications
In line with the mega trend of intelligence and edge AI applications, Taiwan's MCU makers are focusing on the development of MCUs integrated with AI to explore the AI MCU business...
Monday 29 May 2023
AI becomes the not-so-secret weapon behind new rounds of chip competition
News about significant improvements in yields and capacity on Samsung's 4nm process and the subsequent win in getting orders from AMD and Google raised some eyebrows among its competitors...
Thursday 11 May 2023
Sovereign wealth fund a way to acquire key technology? Taiwanese central bank says no
The Taiwanese government has announced its policy to promote Taiwan as a center for high-end manufacturing and advanced semiconductor processes in Asia. However, key materials, equipment,...