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Friday 14 February 2025
IC design firms navigate price cuts and capacity expansion amid uncertain market demand in 2025
Due to the continuous expansion of China's mature process capacity and the ongoing requests from downstream customers for price reductions, the industry is very curious about the...
Friday 14 February 2025
SMIC earnings signal potential price war in mature-node chip market
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...
Thursday 13 February 2025
China's semiconductor equipment purchases to decline in 2025, report finds
China's semiconductor equipment purchases are expected to decline in 2025 after three years of growth, according to Canadian research firm TechInsights. The decline comes amid industry...
Thursday 13 February 2025
TSMC US board secret talks: Trump floats three options to boost Intel
TSMC's first board of directors meeting in the US on February 12 did not reveal any new fab expansions or high-level personnel adjustments, as previously speculated. Nevertheless,...
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...
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
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
TEL expands production, forecasts AI-driven double-digit growth in semiconductor equipment by 2026
Tokyo Electron (TEL) has reaffirmed its positive annual outlook and announced plans to invest JPY104 billion (approx. US$685 million) in a new factory for circuit etching equipment...
Friday 7 February 2025
Power semiconductor makers face OSAT relocation hurdles
The G2 semiconductor rivalry has intensified following President Donald Trump's return to office. While the power semiconductor industry continues to operate under the IDM model,...
Monday 3 February 2025
Tata reportedly taps Intel veterans for semiconductor expansion
Tata Electronics is strengthening its semiconductor ambitions by recruiting key talent from Intel, as the company prepares to establish India's first wafer fab in decades with an...
Thursday 30 January 2025
Taiwan's mature chip makers need their own major league
Recent US Section 301 tariffs targeting China's semiconductor industry have spotlighted the mature process segment. While the definition of mature processes remains somewhat fluid,...
Friday 24 January 2025
China wafer foundry industry revenues rise 16% in 2024 and to pick up further in 2025, says DIGITIMES Research
China's wafer foundry industry will generate US$13.22 billion in revenue in 2024, representing a 16% year-on-year growth, slightly exceeding the global growth rate of 14%. The revenue...
Thursday 23 January 2025
Samsung reportedly halves foundry capex amid order shortage
Samsung Electronics plans to drastically reduce capital expenditure for its wafer foundry business by more than half in 2025, as the company grapples with a lack of customer orders...
Wednesday 22 January 2025
TSMC leads in 2024 as UMC, VIS, and PSMC face challenges in semiconductor market recovery
Pure-play foundry United Microelectronics (UMC) anticipates wafer shipments will stay flat sequentially in the first quarter of 2025, with wafer ASPs in US dollars decreasing 4-6%.
Tuesday 21 January 2025
Southern Taiwan earthquake: TSMC operations unaffected, impact assessment ongoing
At 12:17 a.m. on January 21, a 6.4-magnitude earthquake struck Dapu Township in Chiayi County, Taiwan, with a peak intensity of level 6 (lower). The tremor also reached intensity...