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Monday 18 November 2024
Silicon wafer shipments rise in 3Q24, says SEMI
Global silicon wafer shipments showed positive growth in both sequential and annual comparisons for the third quarter of 2024, according to SEMI.
Thursday 14 November 2024
Chip resistor supplier Ta-I maintains 70-80% utilization rate amid stable pricing
Taiwan-based chip resistor maker Ta-I Technology currently maintains a capacity utilization rate of 70-80%, with prices remaining stable thanks to a more balanced supply and demand...
Friday 8 November 2024
Orders from key clients boost TSMC's October revenue to over NT$300 billion
TSMC saw its monthly revenue top NT$300 billion (approx. US$9.4 billion) for the first time in October 2024, driven by a rise in significant orders from important clients such as...
Friday 8 November 2024
SMIC reports record revenue, but faces competition with limited gross margin
SMIC, China's largest pure-play semiconductor foundry, recorded US$2 billion in revenue in a single quarter, with its utilization rate surpassing 90%. However, its relatively limited...
Thursday 31 October 2024
UMC sees falling fab utilization and gross margin in 4Q24
Pure-play foundry United Microelectronics (UMC) anticipates a decline in both its fab utilization rate and gross margin in the fourth quarter of 2024, and has lowered its capital...
Tuesday 8 October 2024
UMC sees 3Q24 revenue hit 7-quarter high
Pure-play foundry United Microelectronics (UMC) saw its third-quarter revenue climb to a 7-quarter high, thanks to consistent growth in mature process utilization.
Monday 7 October 2024
DRAM, flash momentum slows: Memory packaging and testing bracing for a soft 4Q24
The sluggish recovery in memory end-market demand has led to an early slowdown in supply chain activity, impacting the operational growth of memory packaging and testing firms in...
Tuesday 1 October 2024
Excellence Opto targets double-digit growth in 2025 with Mexico plant launch
Excellence Opto. Inc. (EOI) has returned to profitability in the first half of 2024, driven by a 110% utilization rate at its Taiwan and China plants. The company is preparing for...
Thursday 19 September 2024
Polarizer suppliers brace for panel output cutbacks
China-based panel manufacturers are set to implement a two-week production cut during the National Day holiday. Industry projections indicate that the average capacity utilization...
Wednesday 18 September 2024
Taiwan wafer foundry industry, 3Q 2024

Introduction

Wednesday 18 September 2024
Display panel fab utilization to drop 14pp in October 2024, says Omdia
Omdia's latest report suggests that display panel manufacturers are set to reduce their fab utilization by 14pp quarter-over-quarter, reaching 68% in October 2024. Leading Chinese...
Monday 16 September 2024
Posco Future M under siege from escalating Chinese competition; government support imperative
Posco Future M, a South Korean battery anode material manufacturer, is facing intensifying competition from Chinese rivals, resulting in a steady decrease in the utilization rate...
Wednesday 4 September 2024
TSMC's 3nm process at full capacity, led by Intel's Lunar Lake and Apple's iPhone 16 launch
With major IC design houses like Intel, Apple, and Qualcomm launching new products amid rising electronics demand, TSMC's 3nm capacity utilization has consistently stayed at 100%,...
Tuesday 27 August 2024
Hua Hong accelerates 12-inch fab expansion, aims to boost overseas orders by 2025
Hua Hong Group, one of China's two major semiconductor foundries, trails behind Chinese industry leader SMIC in terms of both capacity and market share, holding a global market share...
Wednesday 14 August 2024
ChipMOS expects capex-to-revenue ratio to reach 20% in 2024
Backend house ChipMOS Technologies expects its capex-to-revenue ratio to rise from 15% to 20% in 2024, with increased investment in upgrading memory testing capabilities and adding...
Holtek
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