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Friday 21 February 2025
LMFP battery maker HCM grows overseas presence
Lithium manganese iron phosphate (LMFP) battery manufacturer HCM stated that the company's LMFP materials have successfully entered the US battery supply chain, noting that its customers...
Friday 21 February 2025
Forcera enters global semiconductor supply chain with advanced equipment consumables
Forcera Materials is set to be listed on the stock exchange in late March. As one of the few Taiwanese companies with fully integrated capabilities in advanced ceramic material R&D,...
Thursday 20 February 2025
Reversal of trends in the semiconductor industry (1): From vertical integration to value chain deconstruction
Over the past 70 years of semiconductor industry development, there has been a significant shift towards deconstructing the industrial value chain into individual value chain nodes...
Thursday 20 February 2025
Samsung Display poised to dominate OLED supply for Apple's MacBook amid BOE's yield woes
Samsung Display (SDC) and China's BOE are targeting Apple's next-generation OLED device market through investments in 8.6-generation IT OLED production lines. However, South Korean...
Wednesday 19 February 2025
PCB upstream suppliers track SEA expansion, anticipating 2025 mass production orders
Major Taiwanese printed circuit board (PCB) manufacturers are actively investing in setting up facilities in Southeast Asia due to the region's geopolitical considerations, rising...
Wednesday 19 February 2025
Exclusive: Kaynes SemiCon expands global presence, nears OSAT customers in Japan and US
Kaynes SemiCon is strengthening its position in the outsourced semiconductor assembly and test (OSAT) market, moving closer to securing new customers from Japan and the US as part...
Wednesday 19 February 2025
Nikon aims to reclaim market share with ASML-compatible ArF immersion lithography system
Nikon plans to introduce a new ArF immersion lithography system platform in fiscal year 2028 (April 2028 - March 2029) that offers compatibility with ASML equipment, marking a strategic...
Wednesday 19 February 2025
ASE and PTI step up FOPLP investments to tap AI boom
ASE Technology Holdings (ASE) and Powertech Technology (PTI) are ramping up investments in fan-out panel-level packaging (FOPLP) to capitalize on surging artificial intelligence (AI)...
Wednesday 19 February 2025
SK Hynix expands HBM3E production, boosting Hanmi Semiconductor's growth despite DeepSeek threat
SK Hynix is reportedly expanding its production of fifth-generation, 12-layer HBM3E, with Hanmi Semiconductor and ASMPT expected to lead in equipment orders. Hanmi is set for growth...
Tuesday 18 February 2025
SMIC and Hua Hong expand capacity despite US curbs and domestic oversupply
Despite technological restrictions from the US and its allies, SMIC and Hua Hong Semiconductor remain dedicated to investment and continue to expand their production capacity, highlighting...
Monday 17 February 2025
AI boom propels Japanese manufacturing in 3Q24, while traditional sectors lag
Japan's manufacturing sector has received a significant boost from the AI boom, with companies in the materials, power infrastructure, and information system supply chains achieving...
Friday 14 February 2025
Macronix plans inventory reduction, targets 3D NOR contribution by 2026
Macronix International, a Taiwan-based manufacturer of mask ROM and flash memory, is strengthening its competitive product portfolio while anticipating its in-house developed 3D NOR...
Friday 14 February 2025
Lam Research faces scrutiny as US government probes China sales of chip equipment makers
The US is investigating the sales practices of the world's five largest semiconductor equipment makers over national security concerns, with Lam Research failing to disclose details...
Thursday 13 February 2025
Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Thursday 13 February 2025
Samsung boosts foundry output with rising 4nm orders fueling Exynos and crypto growth
Samsung Electronics' foundry unit is set to ramp up production, lifting shutdown measures on its manufacturing equipment and targeting full operational capacity at its Pyeongtaek...