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NEWS TAGGED ANALYSIS
Thursday 25 August 2022
More ban on semiconductor equipment to China accelerating tech decoupling
The US government has started to expand the ban on semiconductor equipment exports to China to include equipment under 14nm processing nodes and memory manufacturing tools in August,...
Tuesday 23 August 2022
CATL, BYD competition heats up for Tesla orders
Competition between CATL and BYD, China's two largest lithium iron phosphate (LFP) power battery makers, has intensified as the new energy vehicle market continues to expand, and...
Thursday 18 August 2022
Net Zero Series (4): Five practical steps to achieve net zero supply chain by Deloitte
Achieving supply chain net zero is a parody of The Three Little Pigs. Before anything else, preparation is the key to success, urged Deloitte's senior manager of Risk Management...
Thursday 18 August 2022
AMD and Intel's data center competition has a new frontier: silicon photonics
AMD has made quarterly share gains in the serve market consecutively for three years, according to Mercury Research. It made its largest quarterly gain in second-quarter...
Thursday 18 August 2022
The semiconductor pipe dream? Engineer shortage likely to hamper fab investment effectiveness
Semiconductor companies throughout the world are already short of engineers to operate their current supply chains. How will new fabs to be built in the next few years find enough...
Monday 15 August 2022
US imposes new export control to push China out of next generation semiconductor competition
The US Commerce Department's Bureau of Industry and Security (BIS) issued an interim final rule on August 12 to impose restrictions on four emerging and fundamental technologies,...
Friday 12 August 2022
Arm reported record quarterly revenue despite challenges ahead
As SoftBank posted a record JPY3.16 trillion (US$23.5 billion) loss in Q1FY22, prompting it to offload half of its holdings in the Chinese e-commerce giant Alibaba. Its subsidiary...
Thursday 11 August 2022
IC analysis and inspection demand robust for advanced-node chips, advanced packaging
Demand for materials analysis (MA) and reliability analysis (RA) services remains robust for chips built using advanced process manufacturing and advanced packaging, according to...
Thursday 4 August 2022
From 80/20 rule to 90/10
In the post-industrial era, globalization and efficient management have given everyone a deep understanding of the 80/20 rule. Each of us understands that 80% of the added value may...
Thursday 4 August 2022
SEA PMI mostly down in July except in Thailand, Indonesia, and Malaysia
Southeast Asia's manufacturing purchasing managers' index (PMI) mostly decreased.
Wednesday 3 August 2022
SIA: Global chip sales up 13.3% in 2Q22 but June sees first Y/Y drop in 16 months
The Semiconductor Industry Association (SIA) released Q2 2022 worldwide sales of semiconductors totaled US$152.5 billion, up 13.3% on year and increased 0.5% from the first quarter...
Tuesday 2 August 2022
Japan subsidies for Kioxia-WD NAND flash plant: A step towards 'Chip 4 Alliance'?
Following the subsidies to TSMC's 300mm fab in Kumamoto and TSMC's 3DIC R&D center in Ibaraki, Japan's Ministry of Economy, Trade and Industry (METI) has lately announced plans...
Tuesday 2 August 2022
Taiwan and Samsung need to rely on each other
With Intel and Samsung Electronics making frequent moves to target their common competitor TSMC, the media may be able to observe the changes in the industry from a different perspective,...
Tuesday 2 August 2022
US takes two-prong strategy to stifle China chip tech advancement
Following the escalation of US tech export restriction on semiconductor equipment to cover processing tools for 14 nm and below, which has been confirmed by two American equipment...