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NEWS TAGGED CAPACITY EXPANSION
Monday 28 October 2024
China remains a key player in mature processes, set to invest over US$100 billion in capacity expansion over the next three years
Amid the surge of investments in the semiconductor sector, China's focus on mature process technologies is essential. In a recent interview in Shanghai, SEMI China President Lung...
Monday 21 October 2024
China's new capital stimulus for chip and tech sectors sparks overcapacity concerns
China's latest stimulus measures have injected new momentum into its semiconductor industry, particularly benefiting companies focused on "domestic substitution" across the supply...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Wednesday 16 October 2024
Luxshare steps up capacity expansion in Vietnam
Luxshare Precision Industry, Apple's primary Chinese partner, has accelerated its capacity expansion in Vietnam by expanding its factory site in Nghe An, according to industry sour...
Wednesday 16 October 2024
TSMC raises CoWoS output goal again, say sources
TSMC has been urging its factory engineering and equipment suppliers to expedite shipment pull-ins, enabling the contract chipmaker to raise its monthly output target for CoWoS packaging,...
Tuesday 15 October 2024
Two factors mitigate serious threats from China's memory chip production expansion, says industry experts
The memory industry is facing noise regarding market supply and demand imbalances. The rapid capacity expansion by Chinese memory manufacturers has raised concerns regarding its impact...
Tuesday 1 October 2024
Taiwan's CHEM targets US, Japan as global energy demand rises
Chung-Hsin Electric and Machinery Manufacturing (CHEM) is witnessing substantial growth driven by aggressive capacity expansion, having acquired multiple factories to boost production...
Friday 13 September 2024
China's aggressive DRAM expansion alarming South Korea's memory giants
China's leading DRAM manufacturer, Changxin Memory Technologies (CXMT), is reportedly ramping up its production. This move has raised alarm in the South Korean memory industry, potentially...
Friday 30 August 2024
Three issues remain following ASE's plans in Kyushu
Taiwan-based OSAT, ASE, signed a tentative contract with the government of Kitakyushu in Kyushu, Japan, to buy land in Kitakyushu's Wakamatsu-ku where they would attempt to expand...
Wednesday 14 August 2024
TSMC approves US$29.6 billion capex for capacity expansions, tech upgrades
TSMC's board of directors has approved a significant capital budget of US$29.615 billion aimed at enhancing the company's advanced process capacities and upgrading packaging technology...
Wednesday 14 August 2024
TSMC scaling up equipment and engineering orders for fast plant expansions
TSMC has been placing large volumes of orders for production equipment and factory engineering projects in support of its fast capacity expansion, dispelling skepticism about the...
Friday 12 July 2024
Key takeaways from Largan 2Q24 earnings call
Largan Precision, a leading smartphone lens manufacturer, expressed caution regarding high-end mobile phone demand during its quarterly investor conference on July 11. Despite this,...
Thursday 20 June 2024
Micron reportedly to expand HBM capacity in US and Asia
Micron is expanding its HBM production capacity in the United States and exploring the possibility of manufacturing the product in Malaysia, which is driven by soaring global demand...
Tuesday 18 June 2024
Taiwan wafer foundry industry, 2Q 2024

Introduction

Monday 27 May 2024
SK Hynix contract liabilities jump 73% in 1Q24, likely fueled by Nvidia's massive prepayments
SK Hynix's contract liabilities saw a remarkable sequential increase of over 73% or KRW1.16 trillion (US$855 million) in the first quarter of 2024, sparking speculations that Nvidia...
Vortex
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