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NEWS TAGGED CAPEX
Tuesday 11 October 2022
TSMC to turn cautious on outlook
TSMC is scheduled to hold its quarterly investor conference on October 13, and will turn conservative about its business prospects for the fourth quarter of 2022 and the first half...
Wednesday 5 October 2022
TSMC negotiating lower prices with suppliers
TSMC has started negotiating prices with its equipment and materials suppliers for 2023, eyeing price drops of at least 10%, according to industry sources.
Friday 23 September 2022
Episil expects 40% revenue growth in 2022
Taiwan-based Episil Technologies, a foundry specializing in silicon, GaN and SiC power devices, expects to post a 40% revenue surge in 2022, driven by strong demand for automotive,...
Thursday 1 September 2022
ABF substrate oversupply emerges
The market for ABF substrates is slightly oversupplied, due mainly to sluggish demand for PC processors and GPUs, according to market sources.
Friday 26 August 2022
VIS, PSMC slow down establishment of new fabs
Pure-play foundries Vanguard International Semiconductor (VIS) and Powerchip Semiconductor Manufacturing (PSMC) have decided to slow down the establishment of their new fabs, as customers...
Wednesday 24 August 2022
Semiconductor industry growth prospect dims and capex reduced
The semiconductor industry is seeing demand cringes as inventory adjustments continue in the consumer electronics sector and macroeconomic growth slows.
Friday 19 August 2022
TSMC fab toolmakers still on growth track
The second half of 2022 is set to be particularly weak for many high-tech businesses, but Taiwan-based fab toolmakers engaged in TSMC's supply chain remain on track for sales growth...
Wednesday 10 August 2022
Silicon wafer, leadframe demand remains strong
Market demand for silicon wafers, IC packaging leadframes, and other related process materials remains strong, and chipmaking materials distributors including Topco Scientific, Wah...
Wednesday 3 August 2022
VIS expects sales drop in 3Q22, cuts capex outlook
Pure-play foundry Vanguard International Semiconductor (VIS) expects to post a 13-16% sequential decline in third-quarter revenue, and has revised downward its capex outlook this...
Friday 29 July 2022
AUO to cut capital spending set for 2022
AU Optronics (AUO) will cut its capital spending set for 2022 by 20% from the projected amount, the company has said, as it is applying multi-pronged approaches to tackle the headwinds...
Thursday 28 July 2022
SK Hynix posts record 2Q22 sales but sees challenges ahead
SK Hynix has reported record-high sales for the second quarter of 2022 but warned of a slow second half of the year for the memory market.
Monday 18 July 2022
PSMC turns cautious as fabless customers start inventory correction
Powerchip Semiconductor Manufacturing (PSMC) has turned conservative about its business prospects for the rest of 2022, as display driver IC and other fabless chip customers kick...
Friday 15 July 2022
TSMC sees customers adjust inventory through 1H23
TSMC expects to see customers adjust inventory likely through the first half of 2023, which, nevertheless, will still be another growth year for the pure-play foundry, according to...
Wednesday 6 July 2022
SMIC, Intel face different constraints in expanding global foundry market shares
Semiconductor Manufacturing International Corp (SMIC) and Intel are facing different constraints in expanding their presence in the global foundry market while they are on track to...
Friday 1 July 2022
Micron warns of demand weakness
End demand weakness in consumer markets, including PC and smartphones, has dragged down significantly the global memory industry bit demand, according to Sanjay Mehrotra, CEO of Micron...