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Wednesday 15 November 2023
The scale of China's solar energy capacity that meets global demand for the next decade?
In 2024, China is poised to achieve a total solar industry capacity of 1,000 GW, a level that can meet global demand for the next decade. Despite Europe and the US grappling with...
Tuesday 14 November 2023
How SMIC takes advantage of the semiconductor industry business downcycle for capacity expansion
The most notable point from China's leading foundry SMIC's Q3 conference recently was its counter-trend upward revision of the 2023 capital expenditure to a substantial $7.5 billion...
Friday 10 November 2023
GF has niche in mature foundry sector, says CEO
GlobalFoundries, with its differentiated technology and ongoing commitment to innovation, has a place in the mature foundry industry where Chinese players are spending heavily, according...
Tuesday 7 November 2023
India gears up to double PV manufacturing capacity in Chinese-dominated industry
Supportive policies and geopolitical shifts have benefited India as an emerging manufacturer of photovoltaic (PV) products. The country's manufacturing capacity for these products...
Wednesday 1 November 2023
Samsung plans to expand HBM annual capacity by 2.5x in 2024
Samsung Electronics is making an extra effort to capture the opportunities brought by artificial intelligence while cutting losses in its semiconductor business. It is said to be...
Tuesday 31 October 2023
TSMC fab investments buoying STSP revenue
TSMC has become the primary revenue backer of the Southern Taiwan Science Park (STSP), as it is for the Hsinchu Science Park (HSP), which is nearly saturated with land, according...
Monday 30 October 2023
China-based YASC building SiC production capacity, luring automotive partnerships
Chinese silicon carbide (SiC) company YASC completed a CNY3.8 billion (US$519.3 million) financing round in June 2023, the highest private equity financing for SiC devices. YASC recently...
Monday 30 October 2023
Strong advanced process manufacturing buoys MSScorps 3Q23 gross margin
IC analysis and inspection lab Material Science Service (MSScorps) has seen a surge in materials analysis demand from semiconductor customers who are actively pursuing advanced process...
Monday 30 October 2023
Winbond upbeat about 2024 prospects
Winbond Electronics, a specialty DRAM and flash memory maker, has expressed optimism about its business and market prospects for next year, noting the resolution of the majority of...
Monday 30 October 2023
TSMC CoWoS capacity crucial to the AI GPU race between AMD and Nvidia
The ban on exports to China has been upgraded, not only expanding the range of AI chip specifications but also not giving Chinese companies time to stock up. It is worth noting that...
Friday 27 October 2023
Intel expects 4Q23 revenue to return to on-year growth
Intel is optimistic that for the first time in two years, fourth-quarter 2023 revenue will return to positive year-over-year growth, and that the PC market, which accounts for the...
Thursday 26 October 2023
UMC expects 5% wafer shipment drop in 4Q23
Pure-play foundry United Microelectronics (UMC) anticipates a 5% sequential decline in wafer shipments in the fourth quarter of 2023, with capacity utilization falling to 60–63%...
Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Wednesday 25 October 2023
Slow migration from China impacting Southeast Asia notebook supply chains
Slow migration from China impacting Southeast Asia notebook supply chains
As the trade war between China and the US continues to escalate, electronics manufacturers and suppliers...
Wednesday 25 October 2023
Chinese OSATs expanding production capacity in Jiangyin
Chinese OSATs such as JCET are expanding their capacity in the city of Jiangyin on China's east coast, according to industry sources. Their expansion focuses on advanced packaging.
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research