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Wednesday 13 November 2024
TEL benefits from AI demand; revenue share from China projected to decline
Investment demand for chips used in generative AI is benefiting several Japanese semiconductor equipment manufacturers, with Tokyo Electron (TEL) raising its full-year profit outlo...
Wednesday 13 November 2024
With CoWoS demand booming, fab equipment maker GPTC seeks to keep up with TSMC
Grand Process Technology Company (GPTC), a Taiwan-based semiconductor equipment company involved in the supply chain for TSMC's CoWoS packaging, aims to leverage the rising demand.
Wednesday 13 November 2024
Machvision invests in Hye Technology, eyes growth in advanced packaging
Machvision's board has approved a NT$274 million (US$8.6 million) strategic investment to acquire 13% of Hye Technology's common shares. The investment will represent 11.5% of Hye's...
Wednesday 13 November 2024
Chinese fab toolmakers invest more in R&D amidst domestic replacement wave
Leading Chinese semiconductor equipment manufacturers, including ACM Research (Shanghai), AMEC, and Naura, have boosted their R&D investments to accelerate the development of...
Wednesday 13 November 2024
From the known to the unknown: Inside Zeiss's semiconductor journey
The semiconductor industry began in the early 1970s and is now the largest segment among Zeiss's four major divisions. Under President Andreas Pecher's arrangement, I met CTO Thomas...
Tuesday 12 November 2024
Kioxia expects explosive demand for NAND, to introduce equipment to expand production
Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's...
Tuesday 12 November 2024
SpaceX Taiwanese suppliers have no plan to relocate manufacturing abroad, says Taiwan MOEA
In response to circulating online rumors that SpaceX has requested its Taiwanese suppliers to relocate manufacturing operations abroad, Taiwan's Ministry of Economic Affairs (MOEA)...
Tuesday 12 November 2024
Japan allocates US$130 million to advance semiconductor back-end automation
The Semiconductor Assembly Test Automation and Standardization Research Association (SATAS), a consortium of over 20 Japanese companies, has secured up to JPY20 billion (US$130 million)...
Tuesday 12 November 2024
Taiwan fab toolmakers benefit from TSMC's CoWoS demand spike
A recent annual forum for the chipmaking equipment and materials sectors was hosted in Tainan, southern Taiwan, bringing together executives from TSMC and its ecosystem partners including...
Monday 11 November 2024
Zeiss shifts to data, integrated services with optical technology at its core
Zeiss president Andreas Pecher asked me how DIGITIMES observes Zeiss. I replied that it could gradually transition from an R&D focus to application markets, striking an appropriate...
Friday 8 November 2024
TSMC's Arizona fab opening reportedly set for December; Trump, Biden, Morris Chang expected
After TSMC announced plans for a US fab producing advanced sub-5nm chips, a milestone tool-in ceremony was held in December 2022 to celebrate the arrival of the first batch of equipment...
Thursday 7 November 2024
ASML expects China revenue to drop to 20% in 2025
The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since...
Thursday 7 November 2024
Brogent forecasts record growth in 2025 with post-pandemic expansion
With the global recovery of tourism and theme park industries post-pandemic, demand for amusement equipment is surging, boosting business for leading simulation technology provider...
Wednesday 6 November 2024
Applied Materials, Lam Research reportedly urge suppliers to phase out China-sourced components
Under alleged pressure from the US government, sources reveal that Applied Materials and other major US semiconductor equipment manufacturers are instructing suppliers—both...
Wednesday 6 November 2024
Samsung's new semiconductor R&D campus to launch, driving next-gen memory development
Samsung Electronics plans to open its new semiconductor research and development campus in mid-November. The installation of advanced equipment is set to take place from November...
Colder Products Company
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