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NEWS TAGGED ANALYSIS
Monday 28 November 2022
SMIC gets caught in fresh US trade curbs (Part 2)
Some industry sources believe that SMIC developed and produced 7nm chips using immersion DUV equipment. If confirmed, the foundry house faces a risk of raging the US government and...
Monday 28 November 2022
SMIC gets caught in fresh US trade curbs (Part 1)
China's three bellwether semiconductor firms, Yangtze Memory Technology (YMTC), Semiconductor Manufacturing International Corporation (SMIC), and ChangXin Memory Technologies (CXMT),...
Friday 25 November 2022
China buys fewer chip-making machines as US restrictions start
China's purchases of machines to make computer chips fell 27% last month from a year earlier as the US imposed new, sweeping sanctions to try and derail the country's chip ambition...
Friday 25 November 2022
2023 Outlook: China in sanction aftershock, TSMC sees limited impacts
Year 2022 marks a new height of the US-China chip war, with the US government imposing unprecedented sanctions against China's semiconductor sector. As the year draws to a close,...
Thursday 24 November 2022
India facing localization challenge in EV supply chain
As India pins its hope on EVs to realize sustainable development and gain its lead in the strategic industry, India's challenge is how to localize components supply amid China's do...
Thursday 24 November 2022
2023 Outlook: 8 trends to shape semiconductor industry in 2023 and beyond
The tumultuous year of 2022 triggered the correction of the semiconductor industry inventory, and firms are responding to the short-term downcycle, but there are trends developing...
Thursday 24 November 2022
China's imports of IC-making equipment from Dutch doubled in October
According to official data, China's overall imports of equipment for semiconductor manufacturing declined by nearly 30%, while IC-making equipment's growth remains flat.
Thursday 24 November 2022
AI-based EDA tools increasingly crucial for IC design process
With the increasing diversity of end-use applications, IC design houses are facing increasing challenges in product design, and how to shorten the time to market for new products...
Wednesday 23 November 2022
Apple supply chain keeps up with relocation shifts
Supply chain integrity is a main consideration when deciding where to move production bases. The more complete the supply chain, the better the profits for ODMs and electronics manufacturing...
Wednesday 23 November 2022
2023 Outlook: Coming out of year of Black Swans, semiconductor industry likely to be less volatile in 2023
2022 has been a year of Black Swans. The unforeseen events that disrupted the supply chains this year included the Russia-Ukraine war, China pandemic lockdowns, and the US announcing...
Wednesday 23 November 2022
What can Shang-Yi Chiang bring to Foxconn?
With Foxconn's latest announcement to invite Shang-Yi Chiang, TSMC veteran and former SMIC executive, as the chief strategy officer of its semiconductor group, some in the industry...
Wednesday 23 November 2022
Notebook ODMs deepen deployments in automotive electronics
Notebook supply chain players continue to carry on inventory correction amid lingering market headwinds, prompting Taiwan-based ODMs to step up deployments in non-notebook segments,...
Wednesday 23 November 2022
Korean battery maker rumored to partner with Chinese maker to expand LFP in US
There have been market rumors about a Korean lithium battery maker planning to work together with a Chinese maker to complement each other's technical advantages even before the US...
Tuesday 22 November 2022
ASEAN still can not replace Chinese manufacturing
Changes in the supply chain are brewing due to policy changes in China. Compared with what China was previously able to offer companies that established factories locally, strict...
Tuesday 22 November 2022
Qualcomm's self-design CPU Oryon has gone a long way; now in good position
In this year's Snapdragon Summit, Qualcomm only gave small announcements about its self-made CPU, titled Oryon. Besides the estimation that it'll gradually enter the chip production...