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Thursday 19 October 2023
TSMC expects 11% sequential revenue growth in 4Q23
TSMC expects to post revenues of between US$18.8 billion and US$19.6 billion in the fourth quarter of 2023, which is an 11.1% sequential increase at the midpoint. Gross margin and...
Thursday 19 October 2023
Taiwan-based Profet AI poised to scale up in Asia
Manufacturing is the cornerstone of many Asian countries. Profet AI helps manufacturers improve efficiency by empowering their employees with AI. The Taiwan-based AI software developer...
Thursday 19 October 2023
Shenzhen becomes China's new semiconductor hub
Shenzhen, where Huawei and Tencent's headquarters are situated, has become the center of China's semiconductor industry. As more and more local semiconductor companies choose to set...
Thursday 19 October 2023
TSMC to raise sub-7nm foundry quotes in 2024
TSMC plans to raise sub-7nm foundry quotes by 3-6% in 2024, while quotes for 16nm and above process manufacturing will remain stable, according to industry sources.
Thursday 19 October 2023
China accounts for almost half of ASML 3Q23 system sales
China was ASML's largest market, accounting for nearly half of the fab toolmaker's total system sales in the third quarter of 2023.
Thursday 19 October 2023
Research Insight: US export curbs on chips to impact China's data center infrastructure
The US has announced additional chip rules against China. DIGITIMES Research posits that these measures will heighten the challenges associated with China's acquisition of AI and...
Thursday 19 October 2023
New Chinese firms placed on the Entity List, but US semiconductor players are not happy about it
In a new wave of updated semiconductor regulations, Chinese GPU companies Shanghai Biren Intelligent Technology and Moore Threads Technology are added to the Entity List, which will...
Wednesday 18 October 2023
Huawei's comeback rattles Apple's iPhone 15 sales in China
Sales of Apple's latest iPhone 15 series in China are dwindling, falling behind its predecessor, iPhone 14, according to a recent research. This drop is linked not only to a general...
Wednesday 18 October 2023
How Taiwan's server and chip suppliers perceive the new round of AI GPU restrictions
The US has once again escalated its trade restrictions, and the AI chip industry is heavily affected. In addition to blacklisting China's fastest-growing GPU manufacturers, Moore...
Wednesday 18 October 2023
Extensive hydrogen, fuel-cell battery supply chain enables Taiwan to work with global players
The development of battery and fuel-cell EVs and their supply chain has been expedited in recent years. According to the Automotive Research and Testing Center (ARTC) in Taiwan, the...
Wednesday 18 October 2023
Huawei scores big as Chinese telcos boosts its tech arsenal with smartphone and AI server orders
In a strategic move that underscores Huawei's expanding influence on the Chinese market, the tech giant is set to supply China Mobile with 1.2 million units of its latest smartphone,...
Wednesday 18 October 2023
TV sales in China remain a disappointment
TV vendors' promotional campaigns during China's National Day period were hardly able to shore up their overall sales in the country, according to market sources.
Wednesday 18 October 2023
EDA and auto chips identified as China IC industry's biggest chance amid US sanctions
ICWise, a semiconductor consultancy firm based in Shanghai, hosted an IC Industry Leader Summit in Shanghai recently. Many senior executives of local semiconductor companies participated...
Wednesday 18 October 2023
IC design houses and ASML assessing long-term effects of new US restriction rules
The US Department of Commerce unveiled modified rules to impose further export curbs on advanced chips and semiconductor manufacturing equipment to China, with chipmakers such as...
Wednesday 18 October 2023
US processor vendors brace for escalation of ban against Chinese chipmakers
Nvidia, AMD, and Intel are all bracing for the effects of the new US chip bans on their Chinese customers, according to industry sources.