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Monday 9 September 2024
Weekly news roundup: speculation grows on HiSilicon's production capacity amid SMIC's evolving revenue trends
These are the most-read DIGITIMES Asia stories in the week of September 2 - September 6.
Thursday 5 September 2024
SMIC and Intel diverge as geopolitical risks boost SMIC while Intel sees limited gains
Intel has been dealing with ongoing losses and is reportedly exploring various cost-cutting measures and monetization strategies for its foundry services. Meanwhile, SMIC, which also...
Tuesday 3 September 2024
Speculation grows on HiSilicon's production capacity amid SMIC's evolving revenue trends
Huawei's HiSilicon Full-Connection Conference is scheduled for September 9 in Shenzhen, just one day before Apple's annual iPhone launch event. While the timing's intent remains unclear,...
Friday 30 August 2024
SMIC to launch four new 12-inch fabs after 2025, targeting 28nm and above for local demand
Semiconductor Manufacturing International Corporation (SMIC), China's leading foundry, is significantly expanding its production capacity with four new 12-inch wafer fabs in Beijing,...
Friday 30 August 2024
SMIC reports sharp profit decline amid revenue growth in 1H24
China's largest pure-play foundry, SMIC, reported a significant decline in profitability despite revenue growth in its latest financial results. The company remains cautious despite...
Wednesday 28 August 2024
Intel's board shakeup: Lip-Bu Tan's sudden exit sparks speculation about the tech giant's struggles
Lip-Bu Tan, the founder of Cadence Design Systems and a prominent figure in tech venture capital, resigned abruptly from Intel's board of directors on August 19. This unexpected departure...
Tuesday 27 August 2024
Hua Hong accelerates 12-inch fab expansion, aims to boost overseas orders by 2025
Hua Hong Group, one of China's two major semiconductor foundries, trails behind Chinese industry leader SMIC in terms of both capacity and market share, holding a global market share...
Tuesday 13 August 2024
China's foundries surge ahead: SMIC and Hua Hong at full capacity amidst rising domestic demand
China's leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders.
Monday 12 August 2024
TSMC leads as SMIC struggles with government dependency
The semiconductor foundry industry's first-half results and second-half outlook reveal a growing divide between the dominant players and those struggling to keep up. As expected,...
Friday 9 August 2024
SMIC reports improved consumer electronics demand; geopolitical tensions boost performance
SMIC held an earnings call on August 9, saying that demand for consumer electronics was improving, and smartphone makers were building their inventories. Its customers placed orders...
Friday 9 August 2024
SMIC's profit plummets amid fierce competition in China, despite record utilization rate
China-based pure-play foundry Semiconductor Manufacturing International Corporation (SMIC) reported a decline in profit despite growing revenue by more than 20% amid intense competition...
Thursday 25 July 2024
Nexchip joins Chinese indigenization drive with photomask production, aiming for full-service foundry status
Nexchip is expanding into photomask production, aiming to achieve mass production by the fourth quarter. This move positions Nexchip as a full-service foundry, similar to TSMC and...
Thursday 11 July 2024
China legacy chips face involution before flooding global markets
Concerns are mounting among Western governments and semiconductor companies regarding potential overcapacity in legacy chips, reminiscent of past issues seen in the solar industry...
Wednesday 10 July 2024
Pure-play foundries' recovery rates differ
TSMC's revenue in US dollars for the first half of 2024 is likely to reach a new high compared to prior years, but this does not imply that the global foundry industry has fully recovered,...
Tuesday 2 July 2024
Chinese manufacturers to benefit from CoWoS-like structures and TSMC order surplus
Taiwan Semiconductor Manufacturing Company (TSMC) remains the world's sole provider capable of delivering a complete end-to-end Chip-on-Wafer-on-Substrate (CoWoS) packaging solution...
Holtek
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