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NEWS TAGGED SEMICONDUCTOR INDUSTRY
Monday 31 July 2023
Weekly news roundup: geopolitical effects and technological trends in the IC industry

China trade curb on Micron sees exclusion effects extend to all terminal apps

Wednesday 26 July 2023
US likely to face talent shortage amid booming semiconductor industry
Thanks to the CHIPS and Science Act of 2022, the US is expected to strengthen its presence in the global semiconductor industry. However, as demands for workers in the sector are...
Wednesday 26 July 2023
Taiwan's semiconductor industry faces dilemma of carbon lock-in
Several semiconductor companies in Taiwan are among the world's top-ranking companies in various ESG ratings, but they are not immune to a potential carbon lock-in effect due to the...
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...
Tuesday 18 July 2023
Trump accuses Taiwan of taking away America's semiconductor business
Former US President Donald Trump, in a Fox News interview, accused Taiwan of taking away American's semiconductor business and said the US government should have tariffed Taiwan,...
Tuesday 18 July 2023
Fab toolmakers see orders contract
Semiconductor equipment suppliers are experiencing a decline in customer orders, which may limit their growth in the second half of this year, according to industry sources.
Friday 14 July 2023
TSMC and Samsung to be less of a duopoly in open foundry market, says Yole Intelligence
As the US is spending tens of billions in attracting investments to solidify its leadership in the global semiconductor ecosystem, analysts forecast the US and its European allies...
Thursday 13 July 2023
Why Taiwan semiconductor firms refrain from enforcing layoffs amid market headwinds
Despite significant sales shrinkages amid lingering economic downturns and market headwinds, there have been no significant layoffs among nearly all the upstream and downstream players...
Thursday 13 July 2023
TSMC fab expansion in Taiwan critical for preserving supply chain advantage
The continuous expansion of TSMC's fab in Taiwan, home to the world's largest pure-play foundry, is essential for preserving the country's supply chain advantages, according to industry...
Thursday 13 July 2023
China AI players eyeing integrated systems as GPU replacement
Under the influence of geopolitical factors, China's AI-related industry is facing the challenge that high-end GPU chips supply is being controlled by overseas supplier. In response,...
Wednesday 12 July 2023
Impacts of China's gallium export control on the supply chain
The Chinese government has recently announced without prior warning that it will control exports of gallium and germanium metals. The announcement has received extensive media coverage,...
Tuesday 4 July 2023
European, US IDMs differ in backend capacity deployments, says ASEH COO
European IDMs differ slightly from their US counterparts in terms of manufacturing capacity deployments, focusing more on expanding wafer fab capacity than backend packaging and testing...
Tuesday 4 July 2023
SMIC founder highlights China's strength in automotive semiconductor production
China is a competitive location for the production of advanced semiconductors due to strong government support, high productivity, abundant resources, massive labor force, and extensive...
Monday 3 July 2023
TSMC sees robust AI chip orders from Nvidia, Broadcom, AMD through 2024
TSMC is expected to see a significant revenue rebound in the second half of the year, which will be driven by not only the launch of new iPhones but also strong demand for AI chips...
Friday 30 June 2023
SEMI University platform offers free learning resources for introduction to semiconductor industry
With both summer and the job-seeking season approaching, Semiconductor Equipment and Materials International (SEMI) has launched SEMI University, an online semiconductor learning...
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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