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Tuesday 30 April 2024
ZTE's 2023 revenue and income growth belie hidden headaches
Major telecom equipment companies are now bracing for a gloomy 2024 as the global Radio Access Network (RAN) market remains in the doldrums, with Ericsson expecting a depressed market...
Tuesday 30 April 2024
Fab toolmakers see order visibility from TSMC extended to 2025
Equipment makers have seen the visibility of TSMC's order extended to 2025, and Intel and OSATs have also placed orders, according to industry sources in Taiwan.
Monday 29 April 2024
Topco Senior CEO says geopolitics creates business opportunities
The global supply chain for semiconductors is undergoing far-reaching changes due to the geopolitical influence of major countries.
Monday 29 April 2024
Weekly news roundup: China's demand for lithography equipment knows no bounds
These are the most-read DIGITIMES Asia stories in the week of April 22 - April 26.
Thursday 25 April 2024
Japanese materials and equipment suppliers gaining from HBM expansion drive
The continuous surge in generative AI applications is driving strong demand for High Bandwidth Memory (HBM), significantly benefiting Japanese suppliers of materials and equipment...
Wednesday 24 April 2024
Marketech expects revenue to surge in 2025
With the capacity expansions of its foundry customers and the opening of new facilities, fab toolmaker Marketech International anticipates a sharp increase in revenue next year, reaching...
Tuesday 23 April 2024
Taiwan's PCB and chip gear makers expanding presence in SEA market
Taiwan's PCB and semiconductor equipment manufacturers are poised to enhance their footprint in Southeast Asia by establishing manufacturing operations or bolstering their customer...
Tuesday 23 April 2024
Falling EUV equipment orders suggest China and Intel drive ASML's performance
ASML, a Dutch equipment firm with a stranglehold on lithography equipment and a monopoly on high-end extreme ultraviolet (EUV) exposure machines, has become accustomed to having tens...
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...