CONNECT WITH US
NEWS TAGGED ANALYSIS
Friday 16 December 2022
LCD market to return to pre-pandemic scale in 2023
In 2023, the global LCD market will likely continue to decline due to slow inventory clearance. The market scale will likely return to the pre-pandemic (2019) figures of 129 million...
Thursday 15 December 2022
2023 Outlook: What accelerates future EV development
Data from Bloomberg showed that for the first three quarters of 2022, BYD, Tesla, SAIC-GM-Wuling, GAC Aion, and Hyundai Motor Group (HMG) respectively account for 16%, 13%,...
Wednesday 14 December 2022
China's US$143 billion package for chip industry is not as fearsome as Huawei, said experts
Reuters quoting three sources reported that China will soon announce a package with more than CNY1 trillion (US$143 billion) to bolster its semiconductor industry towards chip self-sufficiency...
Tuesday 13 December 2022
US persuades allies to join chip gear sanction while China resorts to WTO
US White House national security adviser Jake Sullivan confirmed that the United States has discussed with its partners including Japan and the Netherlands to tighten chip-related...
Tuesday 13 December 2022
SEMI: global semiconductor industry invests $500 billion to build 84 new fabs by 2024
Semiconductor Equipment Manufacturers International (SEMI) released its latest World Fab Forecast report, projecting the worldwide semiconductor industry will invest more than $500...
Tuesday 13 December 2022
2023 Outlook: Growth for smartphones spearheaded by 5G and supply chain diversification
The smartphone sector in 2022 experienced a similar situation as the PC industry. The pandemic bonus in 2020 and 2021 created a high baseline, which in turn resulted in a double-digit...
Monday 12 December 2022
2023 Outlook: Server demand to remain in steady growth
Compared to the PC industry's deceleration, the server industry is expected to enjoy an on-year shipment growth in 2022 and another increase in 2023 as consumers' usage of Internet...
Monday 12 December 2022
Analyzing TSMC's American dream: when geopolitics comes into play
The tool-in ceremony of TSMC's new Arizona site has attracted the attention of the world, including that of US president Joe Biden. With how much importance the US government is placing...
Monday 12 December 2022
MediaTek faces difficulty rivaling Qualcomm in flagship mobile AP market
With Samsung Electronics still reorganizing its Exynos processor product line, the Android handset AP market has become a two-horse race between Qualcomm and MediaTek, and how the...
Friday 9 December 2022
ASML undaunted by Dutch export controls?
The Dutch government has succumbed to Washington's pressures, despite earlier comments from Dutch Foreign Trade Minister Liesje Schreinemacher that the Netherlands would not "copy...
Friday 9 December 2022
2023 Outlook: Global desktop shipments expected to only have small decline in 2023
The PC industry is having a rough 2022 with factors such as global inflation, the Ukraine-Russia war, COVID-19 lockdowns in China, and increasing interest rates by mature markets...
Friday 9 December 2022
2023 Outlook: Notebook sector begins slow recovery
Overall notebook shipments are estimated to decrease on year in 2022, largely due to the high baseline caused by the record shipments in 2021, though it's still expected to be higher...
Friday 9 December 2022
New TSMC fab in US has in-house capability of IC analysis and verification
TSMC's new advanced wafer fab in the US will be capable of providing IC materials analysis and verification in-house, according to sources at Taiwan IC analysis and inspection labs,...
Thursday 8 December 2022
BCG: Death of globalization? No, it's 're-globalization'
Although TSMC founder Morris Chang said "globalization is almost dead" at the first-tool-in ceremony of TSMC's Arizona factory the day before, Boston Consulting Group (BCG) has different...
Thursday 8 December 2022
TSMC on track to materialize American manufacturing dream for advanced chips
A high-profile first-tool-in ceremony held recently at TSMC's Arizona fab signifies a major milestone in materializing the foundry's dream to set up advanced chips capacity in America...