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NEWS TAGGED YOLE
Tuesday 17 October 2023
Samsung, SK Hynix keen on CXL DRAM development to unlock new opportunities beyond HBM
In the rapidly evolving semiconductor industry, the emergence of CXL (Compute Express Link) as an interconnect specification has captured the spotlight. Samsung Electronics and SK...
Monday 25 September 2023
Chinese MEMS sensor makers revving up for automotive apps
As China's car sales continue to grow and vehicles evolve towards smart systems, demand for micro-electro-mechanical systems (MEMS) sensors by car manufacturers is also rapidly increasing...
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...
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,...
Monday 15 May 2023
Co-packaged optics market to grow sharply on AI/ML advancement
The overall data communication optics market is expected to grow sharply in the next decade, driven by the ever-larger dataset of AI and machine learning (ML) models, with co-packaged...
Wednesday 8 March 2023
China supply chain players see little impact of Tesla SiC cut
Though taken aback by Tesla announcing a 75% cut in SiC demand for its future vehicles, China's SiC substrate suppliers including SICC and Tony Electronic have indicated their production...
Thursday 2 March 2023
400G optical communication solutions entering growth period in 2023
Despite uncertain macro environments worldwide, 400G (Gbps) optical communications solutions will enter a growth period in 2023, which will enable many related players including LuxNet...
Friday 10 February 2023
Japanese SiC equipment makers are cautious to big orders from new clients. Why?
International vendors of SiC manufacturing equipment have seen their delivery lead times extended to 1.5-2 years due to supply falling short of demand, driving impressive financial...
Friday 10 February 2023
DRAM modules and DIMM chipsets boosted by DDR5 technology, says Yole
After an abrupt decline in 2019 followed by two positive years in 2020 and 2021, the DRAM market rapidly entered a new downward phase in the second half of 2022, according to France-based...
Tuesday 31 January 2023
China LiDAR startup plans US listing
Shanghai-based LiDAR startup Hesai Technology is looking to raise an estimated US$150 million via a US IPO, according to industry sources.
Wednesday 7 December 2022
Automotive chip supply likely to stay short before 2024
Automotive chip shortages, despite improving recently, are unlikely to be fully resolved before 2024 as supply growth is unable to catch up with the rapid increase in demand, according...
Tuesday 25 October 2022
SiC wafer industry status

Introduction

Wednesday 7 September 2022
China keenly developing homegrown IGBT power chips for vehicles
Chinese chipmakers are keen on developing homegrown automotive power semiconductors, particularly IGBT chips and modules long in shortage, looking to replace part of foreign supplies...
Friday 17 June 2022
Substrate-free FOPLP technology gaining ground in advanced packaging market
Chip demand for 5G, AI, and automotive applications continues to grow robustly, but substrates needed to process related chips will remain in short supply until at least 2025, which...
Friday 17 September 2021
AiP packaging demand set to be stimulated by new iPhone
With the new-generation iPhones equipped with more antenna-in-package (AiP) modules, AiP packaging demand will be rising along with the iPhone sales, according to industry sources.
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research