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Wednesday 2 March 2022
TSMC stops exporting chips to Russia
TSMC has suspended all chip supplies to Russia, mainly those for defense and military applications, to comply with new export control rules announced by Taiwan's government.
Wednesday 2 March 2022
Taiwan makers see promising PA demand for defense applications
Taiwan-based companies engaged in the supply of compound semiconductor power amplifiers (PA) for defense applications are optimistic about demand in the long term, according to industry...
Wednesday 2 March 2022
Semiconductor industry capex to surge 24% in 2022
After surging 36% in 2021, semiconductor industry capital spending is forecast to jump 24% in 2022 to a new all-time high of US$190.4 billion, according to IC Insights.
Tuesday 1 March 2022
Upstream supply chain expects order reduction for handsets, notebooks
The upstream supply chains of handsets and notebooks are expected to witness order cuts starting in the second quarter of 2022 as demand for the related end products continues shrinking,...
Tuesday 1 March 2022
NAND flash supply falling short of demand
NAND flash vendors' cautious attitudes towards capacity expansion and a substantial cutback in output at Kioxia-Western Digital JV fabs in Japan will flip the market into undersupply...
Friday 25 February 2022
Supply chain regionalization: Russia-Ukraine, Geopolitics, ESG
The Russia-Ukraine conflict, geopolitics, and ESG (environment, social, and corporate governance) compliance are accelerating the tendency of the global semiconductor supply chain...
Friday 25 February 2022
Taiwan chipmakers see limited impact from Russia-Ukraine crisis
Taiwan-based chipmakers have already developed their flexibility to seek alternative sources and expect the Russia-Ukraine conflict to have a limited impact on their supply chains,...
Friday 25 February 2022
Micron, WD raise NAND flash prices by 10%
Micron Technology and Western Digital have raised their NAND flash prices by about 10%, which is about to trigger increases in both spot and contract market prices, according to industry...
Friday 25 February 2022
UMC to expand Singapore fab site for additional 22/28nm process capacity
United Microelectronics (UMC) has announced plans to set up a new advanced manufacturing facility adjacent to its Fab12i in Singapore. Dubbed Fab12i P3, the facility is designed for...
Thursday 24 February 2022
Taiwan chipmakers see their role in global EV supply chain grow
The role of Taiwan's IC industry is growing amid the persistent shortage of automotive chips.
Thursday 24 February 2022
Bosch to expand fab site in Reutlingen
Bosch has announced that in an additional move to combat the ongoing global chip shortage, the company plans to further extend its fab site in Reutlingen, Germany. More than EUR250...
Thursday 24 February 2022
Global NAND flash output value drops in 4Q21
The global NAND flash industry generated US$18.48 billion in output value in the fourth quarter of 2021, down 2.1% sequentially, when the memory ASPs fell by nearly 5% on quarter,...
Wednesday 23 February 2022
Supply chain watches nervously over Russia-Ukraine tension
Tensions between Russia and Ukraine have risen after Russia recognized the independence of Donetsk and Luhansk in eastern Ukraine. Russia's massive military build-up at the Ukrainian...
Tuesday 22 February 2022
Vietnam gaining leverage in global supply chain
Despite challenges posed by the COVID-19 pandemic, Vietnam remains an attractive location for manufacturers that seek relocation from China, and it is gaining advantages with the...
Friday 18 February 2022
Global DRAM output value drops in 4Q21
The global DRAM memory industry posted US$25.03 billion in output value in the fourth quarter of 2021, down 5.8% sequentially, when bit shipments and ASPs both declined on quarter,...
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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