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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.
Monday 23 October 2023
Ichia to see over 70% of 2023 revenue come from automotive sector
Ichia Technologies, a provider of mechanism integration components and flexible PCBs (FPCB), anticipates that automotive product sales will account for more than 70% of its total...
Friday 20 October 2023
Infineon signs multi-year chip supply contract with Hyundai, Kia
A multi-year supply deal for silicon carbide (SiC) and silicon (Si) power semiconductors has been struck by Infineon Technologies, Hyundai Motor Company, and Kia. Infineon will build...
Thursday 19 October 2023
Panel component suppliers aware of demand volatility in 4Q23
LCD panel component suppliers are aware of the volatility of demand in the fourth quarter of 2023, although overall operations in the second half of this year are expected to beat...
Tuesday 17 October 2023
Memory module houses brace for substantial cut in NAND wafer availability
As Samsung Electronics and other chipmakers substantially reduce their NAND flash wafer output, industry sources indicate that memory module manufacturers will have to compete on...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research