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Wednesday 19 October 2022
Foundries, OSATs to see supply loosen in 2023
IC foundries and OSATs will see their supply loosen and become less firm on their quotes next year, according to sources at fabless chipmakers.
Tuesday 18 October 2022
Automotive chip supply shortage likely to persist until 2026, according to BCG and McKinsey
The shortage of automotive chips has not been completely resolved and is likely to persist through 2026 or even 2030, according to McKinsey & Company and the Boston Consulting...
Monday 17 October 2022
US trade ban to bring short-term throes for China IC supply chains, says Macronix president
The latest US semiconductor tech restrictions against China will bring short-term throes to individual companies and industries, but the overall global semiconductor demand is believed...
Friday 14 October 2022
Largan expects flat sales growth in October-November
Smartphone-use optical lens maker Largan Precision expects its revenue in October and November to be on par with the September level, but the excess inventory remains a challenge...
Thursday 13 October 2022
Keen battery capacity expansions in China spark worry about possible supply glut
China's top-3 power battery makers Contemporary Amperex Technology (CATL), Ganfeng Lithium Group and EVE Energy have been aggressively proceeding with capacity expansions, with their...
Tuesday 11 October 2022
Taiwan SMT enters Apple supply chain
Taiwan Surface Mounting Technology (Taiwan SMT) will undertake SMT process for mini LED backlighting of 12.9-inch iPad Pro and MacBook Pro, becoming an Apple supply chain maker for...
Tuesday 11 October 2022
Macronix September revenue up, Winbond down
Macronix International, a maker of ROM and flash memory chips, saw its September revenue increase 11% sequentially while revenue at specialty DRAM and flash memory chipmaker Winbond...
Tuesday 11 October 2022
Realtek revenue hits 7-month low
Network IC specialist Realtek Semiconductor saw its September revenue decline 7.8% sequentially to a seven-month low of NT$9.58 billion (US$301.8 million).
Friday 7 October 2022
France-based Wise-integration to disrupt power supply market with deep Asia ties
Wide-bandgap (WBG) semiconductors are on track to build their momentum as demand for fast charging grows. Wise-integration, a startup specialized in gallium nitride (GaN) power supply...
Thursday 6 October 2022
NCNR contracts become headaches for notebook ODMs
Notebook ODMs were encouraged to sign three-year non-cancelable and non-returnable (NCNR) contracts with their IC suppliers in 2021, but such supply deals have become a headache for...
Wednesday 5 October 2022
Equipment supply and demand gap stabilizing for OSATs, IDMs: Q&A with K&S SVP Chan Pin Chong
Automotive chips and power devices continue to see uneven supplies, and Taiwan's leading OSATs including ASE Technology and international IDMs such as Infineon, Renesas, NXP, ST Microelectronics...
Wednesday 5 October 2022
Supply of 12nm memory controllers remains tight
The supply of automotive and high-end memory device controllers built using 12nm process technology remains tight, according to industry sources. Meanwhile, 28nm controller chips...
Wednesday 5 October 2022
Supply of automotive MCUs, IGBTs to stay tight in 2023
The supply of automotive microcontroller units (MCU) and power insulated-gate bipolar transistors (IGBT) is expected to remain short in 2023, according to sources in the car industry...
Tuesday 4 October 2022
China carmakers request 15-20% price cuts for chips in sufficient supply
With automotive chip shortages gradually abating, Chinese automakers reportedly have asked suppliers to cut prices by 15-20% on those chips not in short supply, looking to reduce...
Tuesday 4 October 2022
Fintek sees promising IPC market growth
Feature Integration Technology (Fintek), an IC design house focusing on developing solutions for industrial PC (IPC) applications, expects promising IPC market growth in the long...
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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