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Tuesday 23 April 2024
TSMC optimizes 3/5/7nm equipment conversion amid AI surge, with 5nm emerging as primary profit driver
In the dynamic realm of AI, TSMC has secured the vast majority of customer orders, and foundry quotes now surpassing US$10,000 per wafer are primarily centered on the lucrative process...
Monday 22 April 2024
China has become an insatiable market for lithography equipment
With ASML recently stating that 20% of their recent orders are held by Chinese customers and nearly half of their revenue comes from China, the future operation trend of the world's...
Monday 22 April 2024
Weekly news roundup: Foreign suppliers concerned about China's chip equipment industry scaling through import substitution
These are the most-read DIGITIMES Asia stories in the week of April 15 - April 19.
Friday 19 April 2024
Why 2024 could spell trouble for the telecom equipment market?
Amidst a backdrop of sluggish capital expenditures from telecom giants, the beleaguered telecom equipment market is bracing for an even more challenging 2024. Ericsson signaled caution,...
Friday 19 April 2024
Taiwan companies repatriate US$46.3 billion back from China in 2023
Taiwan's Financial Supervisory Commission (FSC) released data showing that as of December 2023, 1,209 Taiwanese companies had invested NT$2,735.6 billion (US$84.2 billion) in China,...
Thursday 18 April 2024
Taiwanese MicroLED makers carry on as Apple aborts MicroLED smartwatch project; Three industry expos you should watch out for this month
VP of Taiwan Display Union Association (TDUA) James Yang says he is optimistic about Taiwan's MicroLED industry and the technology's potential, despite Apple's recent decision to...
Wednesday 17 April 2024
China saw growing production in ICs and semiconductor equipment in 1Q24
China's production of ICs and semiconductor equipment continued to grow in the first quarter of 2024, fueled by the recovery in the economy and efforts to achieve self-reliance despite...
Wednesday 17 April 2024
Huawei vs. Samsung: who leads the global communication equipment race?
In a market landscape fraught with geopolitical tensions, Huawei has managed to retain its top position globally in the communication equipment sector for 2023.
Monday 15 April 2024
Hanmi won HBM equipment orders from Micron, Samsung next?
In recent years, due to the development of the High Bandwidth Memory (HBM) market, the thermal compression (TC) bonder equipment produced by Hanmi Semiconductor has attracted attention...
Monday 15 April 2024
China's chip equipment industry gains momentum in import substitution, alarming foreign suppliers
China currently relies heavily on imports for over 85% of its semiconductor equipment needs, showcasing a self-supply rate of only about 14%.
Friday 12 April 2024
Gudeng to set up new plant in Japan
Taiwan-based Gudeng Precision Industrial, a semiconductor front-end equipment manufacturer, plans to open a new facility in Japan. Construction is anticipated to begin in 2024, with...
Friday 12 April 2024
Network equipment makers await market recovery, as high inflation impacts consumer spending
As consumer spending remains low amid high inflation in Europe and the US, network equipment makers have seen expectations for the first quarter of 2024 dashed, as demand from Europe...
Thursday 11 April 2024
Global semiconductor equipment billings slip in 2023, says SEMI
Worldwide sales of semiconductor manufacturing equipment edged down 1.3% to US$106.3 billion in 2023, from an all-time high of US$107.6 billion in 2022, according to SEMI.
Wednesday 10 April 2024
Japanese firms witness highest equipment investment surge in 35 years, fueled by AI semiconductor boom
The average growth of equipment investments by Japanese enterprises is projected to reach 8.5% during fiscal 2024 (April 2024-March 2025), marking the highest surge since 1989, according...
Tuesday 9 April 2024
AI boom sends South Korean power equipment producers' shares surging
Shares of South Korean electrical equipment makers are among the biggest winners in the country's stock market this year, driven by an anticipated surge in power demand from artificial...