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Thursday 20 July 2023
TSMC expects 9% revenue increase in 3Q23
TSMC expects to post revenues of between US$16.7 billion and US$17.5 billion in the third quarter of 2023, which is a 9.1% sequential increase at the midpoint. Gross margin and operating...
Thursday 20 July 2023
DDR5 memory prices rise slightly
DDR5 memory has recently shown a modest increase, indicating that the market price is about to enter the stage of recovering from its lowest point, according to industry sources.
Wednesday 19 July 2023
RAMP-C program on Intel 18A adds 2 strategic defense industrial base customers
According to Intel, Boeing and Northrop Grumman have joined phase two of the Department of Defense's RAMP-C program, which aims to facilitate a leading-edge US foundry ecosystem on...
Tuesday 18 July 2023
BB ratio for MLCCs rises
The book-to-bill ratio for multi-layer ceramic capacitors (MLCC) has risen to 0.91 on average from 0.84 in April, as orders from ODM customers have resumed, according to sources at...
Tuesday 18 July 2023
Fab toolmakers see orders contract
Semiconductor equipment suppliers are experiencing a decline in customer orders, which may limit their growth in the second half of this year, according to industry sources.
Friday 14 July 2023
Samsung starts mass production of automotive UFS 3.1 memory
Samsung Electronics has begun mass production of its new UFS 3.1 memory solution for in-vehicle infotainment (IVI) systems. The new solution offers the lowest energy consumption in...
Friday 14 July 2023
FPD equipment market to bottom out in 2023 and recover with 153% rise in 2024
After peaking near US$21 billion of revenue in 2017, the market for capital equipment used to manufacture OLEDs and LCD panels has suffered from continuous annual declines as the...
Friday 14 July 2023
Taiwan MCU firms yet to see demand pick up
Taiwan-based MCU suppliers have yet to see an increase in end-market demand, which was not spurred by China's 618 shopping festival, according to industry sources.
Friday 14 July 2023
Backend fab toolmakers see short lead-time orders from TSMC
TSMC has stepped up its pace of orders with backend equipment suppliers, as the foundry commences its chip-on-wafer-on-substrate (CoWoS) packaging capacity expansion plan, according...
Thursday 13 July 2023
Rohm to expand production capacity for SiC power devices
Rohm recently announced plans to acquire a plant owned by Solar Frontier in Japan for expanding production capacity for silicon carbide (SiC) power devices.
Thursday 13 July 2023
TSMC fab expansion in Taiwan critical for preserving supply chain advantage
The continuous expansion of TSMC's fab in Taiwan, home to the world's largest pure-play foundry, is essential for preserving the country's supply chain advantages, according to industry...
Thursday 13 July 2023
Tai-Tech to set up new plant in Malaysia for automotive, HPC products
Tai-Tech Advanced Electronics, a power inductor specialist, recently announced plans to establish a new plant in Johor Bahru, Malaysia for the production of automotive electronics...
Wednesday 12 July 2023
Cooling module makers upbeat about AI server demand in 2H23
Cooling module manufacturers, such as Auras Technology and Asia Vital Components (AVC), are predicting relatively high demand for AI servers in the second half of this year, despite...
Wednesday 12 July 2023
Asustek sees ROG Ally handheld gaming device gain popularity
The recently released ROG Ally handheld gaming console from Asustek Computer has garnered popularity and generated estimated quarterly sales of up to NT$10 billion (US$318.6 million),...
Wednesday 12 July 2023
WPG, WT Micro post better-than-expected 2Q23 revenue
IC distributors WPG and WT Microelectronics outperformed the upper end of their respective second-quarter revenue guidance ranges.