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Monday 17 July 2023
Global semiconductor equipment sales poised for strong rebound in 2024
Worldwide sales of semiconductor manufacturing equipment by original equipment manufacturers are expected to rebound to US$87.4 billion in 2024, from a projected 18.6% decline to...
Monday 17 July 2023
Intel AI chip sales in China to face market, time tests
With widespread speculation about the US government considering further restrictions on the export of Nvidia's A800 and H800 GPUs to China, Intel has chosen this opportune moment...
Friday 14 July 2023
I saw "de-globalization" at Semicon China
TSMC founder Morris Chang on July 4 delivered a keynote speech titled "Redefining Globalization," presenting his views on the current geopolitics and posing a question to the audience,...
Friday 14 July 2023
Hit by GPU restrictions? China's leading AI server provider sees possible loss for 1H23
China's leading AI server provider, Inspur Information, has recently partnered with Intel to announce the new generation AI server NF5698G7, equipped with the Gaudi 2 accelerator...
Friday 14 July 2023
FPD equipment market to bottom out in 2023 and recover with 153% rise in 2024
After peaking near US$21 billion of revenue in 2017, the market for capital equipment used to manufacture OLEDs and LCD panels has suffered from continuous annual declines as the...
Friday 14 July 2023
Intel keen to address AI computing power gap in China with customized Gaudi 2 chips
It appears that Intel strategically announced the launch of its customized AI processor, Habana Gaudi 2, for the Chinese market at a press conference held July 11 in Beijing, shortly...
Friday 14 July 2023
Taiwan MCU firms yet to see demand pick up
Taiwan-based MCU suppliers have yet to see an increase in end-market demand, which was not spurred by China's 618 shopping festival, according to industry sources.
Friday 14 July 2023
With protectionism intensifying in China, how should Taiwan's semiconductor supply chain respond?
Amid the ongoing US-China trade war, Chinese communication system giants such as Huawei and ZTE have taken a low-key approach on the international stage, but back in their home country,...
Friday 14 July 2023
Taiwan sees electronics orders flow back and more logistic center investments
Taiwan's Vice Premier of the Executive Yuan, W. C. Cheng, when attending the expansion activities of Taoyuan Free-Trade Port Area (Phase 2), said the migration of electronics logistics...
Friday 14 July 2023
TSMC and Samsung to be less of a duopoly in open foundry market, says Yole Intelligence
As the US is spending tens of billions in attracting investments to solidify its leadership in the global semiconductor ecosystem, analysts forecast the US and its European allies...
Friday 14 July 2023
Diodes says no plan to join PMIC price war in China
In response to intensifying pricing pressure in China's power management IC market, Diodes COO Gary Yu has stated that his company will not "blindly" cut prices.
Friday 14 July 2023
Consumer PMIC price cut pressure not abating
Texas Instruments (TI) has initiated an aggressive price war for consumer power management ICs (PMIC) since the second quarter of 2023, keeping China- and Taiwan-based competitors...
Friday 14 July 2023
Japan carmakers prefer Renesas chips in RFQs sent to Taiwan suppliers, sources say
Japanese automakers have sent requests for quotation (RFQ) to automotive electronics-related companies based in Taiwan and identified Renesas Electronics' solutions as their preferred...
Thursday 13 July 2023
Rohm to expand production capacity for SiC power devices
Rohm recently announced plans to acquire a plant owned by Solar Frontier in Japan for expanding production capacity for silicon carbide (SiC) power devices.
Thursday 13 July 2023
Why Taiwan semiconductor firms refrain from enforcing layoffs amid market headwinds
Despite significant sales shrinkages amid lingering economic downturns and market headwinds, there have been no significant layoffs among nearly all the upstream and downstream players...