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Wednesday 2 August 2023
An analogy between semiconductor competition and World Baseball Classic
Semiconductor industry is extremely capital-intensive and technology-driven. Those players who hold dominant positions define the market. To illustrate this, I'll use the analogy...
Wednesday 2 August 2023
Chipmakers see telecom operators step up Wi-Fi 7 deployment
Telecom operators in Europe and the US have been actively planning the industry's transition to Wi-Fi 7, providing impetus to the development of new products supporting the this standard,...
Tuesday 1 August 2023
Global Unichip cuts 2023 revenue outlook, says report
Global Unichip, an IC design services provider partnering mainly with TSMC, has lowered its revenue growth forecast for 2023 to a single-digit percentage, according to a report by...
Thursday 27 July 2023
Auto chips driving sales for first-tier IDMs; not necessarily so for Taiwanese IC design houses
First-tier IDMs in Europe and North America are optimistic about the auto electronics market, but Taiwan-based IC design houses who have entered the automotive supply chain may not...
Tuesday 25 July 2023
IC design houses under pressure from customers seeking price cuts
IC design houses are coming under strong pressure from customers for lowering product prices, amid an increasingly conservative outlook for the traditional peak season in the third...
Friday 21 July 2023
IC design houses continue to monitor inventory controls
IC design companies will continue to manage inventory levels through the fourth quarter of 2023 cautiously, setting the tone for the performance of the semiconductor industry during...
Thursday 20 July 2023
Ethernet IC demand rising rapidly
Demand for Ethernet ICs has been increasing rapidly in line with relentless updates of various Internet devices and applications, driving more suppliers, including Taiwan-based IC...
Wednesday 19 July 2023
Airoha, MediaTek team up for AI and network chip solutions
Taiwan-based IC design house Airoha Technology has said it is working with parent company MediaTek to enhance their AI and network IC solutions.
Tuesday 18 July 2023
Major China-based IC design houses to post declining profit for 1H23
According to the latest financial guidance, China-based IC design houses did not perform well due to the unfavorable market conditions of the consumer electronics market in the first...
Tuesday 18 July 2023
India reportedly to offer equity support to IC design houses to nurture national champions
India, hosting a large number of engineering talents for global fabless semiconductor companies, is reportedly looking to take equity stakes in local design houses and nurture at...
Tuesday 11 July 2023
IC design houses seek to maintain stable profits in 2H23
The burden of excess inventory has been reduced for Taiwan-based IC design houses as a result of an injection of short lead-time orders, but they are hoping for consistent profitability...
Tuesday 11 July 2023
China IC self-sufficiency push heaps pressure on Taiwanese firms operating in China
The United States has imposed export restrictions on key Chinese companies, including Huawei and ZTE, curbing their own development of semiconductors and access to outside supplies...
Thursday 6 July 2023
PC peripheral IC suppliers see stable shipments for high-end models
Shipments of high-end notebooks and other PC models have been stable lately, which may contribute to product mix improvements at related IC design houses in the short term, according...
Thursday 6 July 2023
Taiwan IC design houses eye network ASIC opportunities
Taiwan-based network IC manufacturers will likely step up efforts to pursue orders for network ASICs as the increasing adoption of generative AI applications has made the segment...
Wednesday 5 July 2023
IC design houses see gross margin still under pressure
New products are insufficient to counteract the price declines of older products, causing IC design houses' gross margins to remain under pressure, according to industry sources.