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Wednesday 12 February 2025
SMIC faces profit decline amid rising competition and low returns from high-end chip manufacturing
Despite a surge in sales, SMIC is still facing a decline in profit due to increasing competition from other Chinese foundries. Additionally, the company remains committed to supporting...
Wednesday 12 February 2025
CWE enjoys robust demand for advanced packaging with order visibility until 2026
Chang Wah Electromaterials (CWE), a leading Taiwan-based semiconductor materials distributor, is witnessing a buoyant period driven by strong demand for advanced packaging. This demand...
Wednesday 12 February 2025
Lam Research to invest US$1.14 billion in India's Karnataka
US-based Lam Research signed an MoU with Karnataka's state government to invest INR100 billion (US$1.14 billion) in India's growing semiconductor manufacturing sector, as the country...
Wednesday 12 February 2025
Chinese IC firms may shift 14nm orders to SMIC following TSMC's enforcement of BIS whitelist
TSMC has notified several Chinese IC design companies that their chips at 16/14 nanometers or smaller nodes lack "approved OSAT" status on the US BIS whitelist and proper certification...
Wednesday 12 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 4): who's really leading global chip exports?
Taiwan emerges as the world's largest semiconductor exporter after excluding Hong Kong's transit trade from calculations, according to trade data analyzed by DIGITIMES. While...
Wednesday 12 February 2025
DeepSeek remains tethered to Nvidia ecosystem despite Chinese AI chip support
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Tuesday 11 February 2025
Sumco to end silicon wafer production at Miyazaki plant by 2026
Japanese silicon wafer manufacturer Sumco has announced plans to cease silicon wafer production at its Miyazaki plant in Japan by the end of 2026, as part of its strategy to improve...
Tuesday 11 February 2025
iPhone slump reverberates through Taiwan's chip supply chain
Apple's iPhone revenue has fallen short of market expectations, slipping slightly year-over-year. The downturn is sending shockwaves through the mobile power amplifier (PA) sector,...
Tuesday 11 February 2025
Chinese AI firms grapple with TSMC's BIS whitelist restrictions
Industry players in China express mounting concerns as TSMC implements stricter controls on advanced chip production for Chinese customers. According to recent reports from Jiwei,...
Tuesday 11 February 2025
Onsemi eyes weak 1Q25 amid slow automotive market
Onsemi reported fourth-quarter revenue declined 15% year over year to US$1.72 billion, missing expectations. With lower margins and a weak first-quarter forecast, analysts express...
Tuesday 11 February 2025
Amkor forecasts weak 1Q25 on smartphone, auto slowdown amid Vietnam expansion plans
Amkor Technology reported lower-than-expected sales for the fourth quarter of 2024 and projects weaker first-quarter 2025 results, with analysts attributing the downturn to softening...
Tuesday 11 February 2025
Taiwan OSAT firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT facilities for back-end processing of sub-16nm chips. The...
Tuesday 11 February 2025
Why TSMC elects to reveal its earthquake loss figures now
In recent months, as the US has tightened its AI restrictions and unleashed disruptive tariff measures, many believe that TSMC will be the first to bear the brunt. However, after...
Tuesday 11 February 2025
Japan approves Rapidus investment plan with tax incentives, new semiconductor bonds
Japan's Cabinet approved amendments to the Act on the Promotion of Information Processing and the Act on Special Accounts on February 7, 2025. The proposal, which will undergo a National...
Tuesday 11 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 3): why Taiwan and South Korea avoid tariff wars
As the Trump administration considers tariffs on semiconductors imported into the US, which country would be most affected, and to what extent?
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research