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Thursday 14 April 2022
CATL expediting overseas expansion and tech advancement to maintain worldwide dominance
Competition among electric vehicle (EV) battery manufacturers has grown intense, prompting prominent maker CATL to speed up expansion outside China. The battery giant is about to...
Thursday 14 April 2022
TSMC expects another quarter of record revenue in 2Q22
TSMC expects to post revenues of between US$17.6 billion and US$18.2 billion in the second quarter of 2022, which is a 1.9% sequential increase at the midpoint. Gross margin and operating...
Thursday 14 April 2022
MacBook delivery to Apple slowing down amid COVID restrictions
Lockdown extensions in Kunshan and Shanghai, China are expected to impact Apple's MacBook shipments in the second quarter as delivery from its notebook ODM to the US-based vendor...
Thursday 14 April 2022
China battery swap industry to scale up in 2022
China's battery swapping market is heating up as CATL and many automakers are launching new swappable batteries for alternative fuel vehicles (AFVs). It is believed that 2022 will...
Wednesday 13 April 2022
China 5G deployment in 14th 5-year plan
Thanks to strong promotional efforts on the part of China's three biggest telecom operators, the market has the world's largest 5G user base, totaling 730 million.
Wednesday 13 April 2022
Global semiconductor equipment sales surge 44% in 2021, says SEMI
Worldwide sales of semiconductor manufacturing equipment in 2021 surged 44% to an all-time record of US$102.6 billion from US$71.2 billion in 2020, according to SEMI.
Wednesday 13 April 2022
Lockdowns in China disrupt logistics, IC demand
China's lockdowns have once again thrown the global supply chain into chaos. Although Taiwan-based IC design houses are less reliant on the Chinese market and production has been...
Wednesday 13 April 2022
Strong shipments for AIoT devices boost MediaTek 1Q22 revenue
MediaTek enjoyed strong shipments for AIoT device applications, as well as shipments of its power management ICs and ASIC solutions, which helped offset weakness in its mobile SoC...
Wednesday 13 April 2022
Kunshan lockdown extension worries IT makers
The COVID lockdown in Kunshan of China's Jiangsu province was not lifted as originally scheduled at midnight of April 12. Instead, the local authorities will implement different lockdown...
Wednesday 13 April 2022
GLT plant in China suspended due to COVID lockdown
Light guide plate maker Global Lighting Technologies (GLT) has temporarily closed its plant in Shanghai due to COVID lockdown in the Chinese city, according to company chairman Lee...
Tuesday 12 April 2022
Outlook for IC packaging materials good for 2Q22
Recent lockdown policies along with weak domestic consumer electronics demand in China have caused uncertainty within the semiconductor supply chain.
Tuesday 12 April 2022
Eight-inch IC fab capacity set to surge 21% to mitigate supply-demand imbalance, says SEMI
Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2 million wafers, or 21%, from the start of 2020 to the end of 2024 to hit a record high of 6.9...
Tuesday 12 April 2022
Taiwan networking device makers remain upbeat about 2022
Taiwan-based networking device makers, including Sercomm, Arcadyan and Accton Technology, remain upbeat about their sales this year, as they still enjoy brisk order visibility despite...
Tuesday 12 April 2022
Touch panel suppliers worried about lockdown extensions in China
Demand for touch panels of notebooks remains stable, but the tightened measures against COVID-19 in several Chinese cities have affected their shipments, according to industry sour...
Tuesday 12 April 2022
Foundries see fab capacities stay fully utilized
Despite growing concerns about end-market demand slowdowns, pure-play foundries continue to see their fabs fully utilized with no major cutbacks in customer orders, according to industry...