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Tuesday 12 December 2023
Global semiconductor equipment sales to reach record US$124 billion in 2025, says SEMI
Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach US$100 billion in 2023, a contraction of 6.1% from the industry...
Tuesday 12 December 2023
Equipment purchases in electronics industry down nearly 50% YoY in 3Q23
With consumer spending power down due to a sluggish recovery in the global economy, semiconductor companies have slowed down their investment plans, with fixed asset acquisitions...
Monday 11 December 2023
AI and EVs sustain an otherwise weak semiconductor market, according to Japanese equipment makers
The performance of the consumer electronics market, driven by smartphones, has been poor, dragging down the recovery speed of the semiconductor industry, which may be delayed until...
Monday 11 December 2023
Weekly news roundup: With 300 immersion lithography DUV machines, can China expand advanced chip capacity and other top stories
These are the most-read tech stories during the week of December 4-8:
Friday 8 December 2023
Samsung and SK Hynix planning for 2024 capex; key factors will be 'improve and reuse'
Samsung Electronics and SK Hynix are considering several capex plans for 2024, with the emphasis expected to lean toward reducing costs associated with the transition to advanced...
Thursday 7 December 2023
South Korean fab toolmaker Nextin expanding its presence in China amid US export restrictions
South Korean wafer inspection equipment manufacturer Nextin is benefiting indirectly from the US restrictions on semiconductor equipment exports to China and is accelerating its entry...
Thursday 7 December 2023
Approximately 1,400 ASML equipment installed in China, limited application for advanced chip expected
The number of ASML machines installed in China is estimated to reach nearly 1,400 units. Most installed and uninstalled machines in China may not be used in fabricating chips with...
Tuesday 5 December 2023
Fuso Chemical set to expand CMP slurry production by 50% amid market growth
Japan-based Fuso Chemical, the global leader in semiconductor CMP slurries with a 90% market share, is set to invest JPY 50 billion (US$350 million) in a significant production expansion...
Monday 4 December 2023
Global semiconductor equipment billings decrease in 3Q23, says SEMI
Global semiconductor equipment billings fell 11% year on year to US$25.6 billion in the third quarter of 2023, while quarterly billings slipped 1%, according to SEMI.
Tuesday 28 November 2023
As next step of smartphone upgrades, AI and periscope lenses may become standard equipment
The smartphone market is slowly recovering, with many manufacturers recently expressing in their earnings call that the industry's adjustment period over the past three years appears...
Tuesday 28 November 2023
Kokusai develops DRAM and logic IC equipment based on NAND technology
Kokusai Electric Corp., a Japanese semiconductor equipment maker, went public on the Tokyo Stock Exchange in late October 2023. Although it went public during the semiconductor downturn,...
Thursday 23 November 2023
Equipment maker All Ring to embrace strong sales growth in 2024
Fab toolmaker All Ring Tech, which is reportedly involved in the supply chain for TSMC's chip-on-wafer-on-substrate (CoWoS) packaging, is expected to post significant revenue growth...
Wednesday 22 November 2023
Chinese semiconductor equipment makers enhance competitiveness
Chinese semiconductor equipment suppliers, such as Advanced Micro-Fabrication Equipment (AMEC) and ACM Research Shanghai, have strengthened their competitiveness by capturing domestic...
Monday 20 November 2023
TSMC capacity utilization may rebound to 80% in 1H24 on rising demand for advanced processes
TSMC's capacity utilization rate is estimated to pick up slowly through the end of 2023 and rebound to 80% in the first half of 2024, and its US dollar revenue performance this year...
Tuesday 14 November 2023
Baco Solution challenges Applied Materials' dominance in PVD equipment market with breakthrough overseas order
The semiconductor physical vapor deposition (PVD) equipment market, long dominated by Applied Materials of the US, is seeing South Korean players making a strong entry. Baco Solution...
Research Report Database
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