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Tuesday 14 February 2023
Tsinghua Unigroup rumored to take over GlobalFoundries' wafer fab in Chengdu, China
Industry rumors stated that Tsinghua Unigroup could be taking over GlobalFoundries (GF)'s 12-inch wafer fab in Chengdu, China. In exchange, the Chengdu city government will be investing...
Tuesday 14 February 2023
Samsung, SK Hynix aggressively lobbying for waiver from US chip rules on China
Samsung Electronics and SK Hynix reportedly have been aggressively lobbying relevant units in Washington to seek a waiver from US chips curbs on China, aiming to prevent their existing...
Tuesday 14 February 2023
Huawei gearing up for foldable smartphones
Suppliers engaged in the value chain for Huawei's foldable smartphones are poised to kick off production in March for the Chinese vendor's upcoming models, according to industry so...
Monday 13 February 2023
New Chinese automakers experienced delivery reduction; price war expected in 2023
New Chinese automakers have experienced a delivery reduction for January 2023 due to China's new energy vehicle (NEV) subsidies ending and a consumer slack season. In addition, Tesla's...
Monday 13 February 2023
TSMC, VIS post sequential revenue increases in January
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential increases in January revenue of 3.9% and 13.7%, respectively.
Monday 13 February 2023
Himax expects 12-17% sales drop in 1Q23
Display driver IC specialist Himax Technologies expects to post a revenue decline of 12-17% sequentially in the first quarter of 2023, with a gross margin ranging from 28% to 30%...
Monday 13 February 2023
Amkor reportedly to close Shanghai plant for 1 week to cut costs
A slowdown in customer orders has forced all staff at OSAT Amkor Technology's production site in Shanghai, estimated at about 5,000 people, to take vacation for about a week, according...
Friday 10 February 2023
Tokyo Electron raises outlook despite expanding US curbs on China
Tokyo lifted its outlook for the full-year performance and would continue its operation in China despite a potentially expanded US ban to include Japan and the Netherlands.
Friday 10 February 2023
EV Impact: on China's carmakers
There are four types of players in EV race: Chinese automakers, traditional car brands, emerging auto companies and big techs. Let's explore the business strategies, market trends,...
Friday 10 February 2023
Smaller Chinese SiC suppliers face a tough year in 2023
Smaller SiC materials suppliers in China will find it harder to purchase related manufacturing equipment in tight supply.
Friday 10 February 2023
SMIC expects 10-12% revenue drop in 1Q23
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) expects to post a revenue decline of 10-12% sequentially in the first quarter of 2023, with gross margin...
Friday 10 February 2023
Semi equipment suppliers Acter, Novatech to see quarterly revenue growth
Cleanroom and turnkey equipment provider Acter and Nova Technology (Novatech), a subsidiary of Acter specializing in chemical and gas equipment, are guardedly optimistic about their...
Friday 10 February 2023
Labor shortages in non-Chinese markets push IT manufacturers to adopt automation
Labor shortages further exacerbated by the pandemic are pushing IT manufacturers to accelerate the building of automated production lines, according to sources from the upstream supply...
Thursday 9 February 2023
Chinese IC imports saw evident decline in 2022; US and memory unit imports highlight largest drops
In 2022, China's integrated circuits (ICs) saw a clear decrease in import quantity and value. According to data from China's General Administration of Customs (from now on customs),...
Thursday 9 February 2023
Battery makers in US, Europe seeking backup supplies against possible China export ban
Lithium iron phosphate (LFP) battery supply chain players outside China are moving to seek backup supply packages as they are worried that China's upcoming restrictions on...