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Global supply chain: Key components
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Monday 6 March 2023
Top 3 memory vendors account for three-fourths of leading-edge wafer capacity
According to Knometa Research, Samsung Electronics, Micron Technology, and SK Hynix held 76% of the leading-edge capacity at the end of 2022, with the majority of it going toward...
Monday 6 March 2023
Indian carmakers not out of the woods from automotive chip shortage
Despite the fact that a chip glut is hurting memory suppliers like Samsung Electronics, India's carmakers are still waiting for the shortage of automotive chips to ease.
Monday 6 March 2023
Will automotive chips sustain strong long-term demand?
Against stalling chip demand for almost all consumer applications amid an unfavorable macroeconomic environment, automotive chips seem to remain unscathed with stable growth momentum...
Monday 6 March 2023
With Japanese government subsidizing semiconductors, who benefits?
The Japanese government will again subsidize the production and development of semiconductors in Japan with a supplementary government budget for fiscal year 2022 (April 2022 to March...
Friday 3 March 2023
With Tesla rumored to cut 75% of SiC demand, Taiwan's power semiconductor sector offers their analysis
EV leader Tesla emphasized in its 2023 "Investor Day" that its next car model will aim to reduce assembly costs by 50%. It was also implied that Tesla will reduce around 75% of its...
Friday 3 March 2023
Qualcomm advances fast in automotive chips solutions
Qualcomm is making fast advancements in automotive chips solutions, which is increasingly hard for arch competitor MediaTek to catch up. At the just-concluded MWC 2023, the US chipmaker...
Friday 3 March 2023
China to mobilize national resources and provide national treatment to foreign experts in semiconductor push
As Washington imposed a series of policies and bans to restrict China's semiconductor development, Beijing is also trying to counter the US and achieve self-reliance.
Friday 3 March 2023
Semiconductor market in decline despite record 2022
The semiconductor market ascended to an all-time high in 2022, with total revenue reaching US$595.7 billion, just surpassing the previous year's record revenue of US$592.8 billion...
Friday 3 March 2023
BOE Technology, SDC, LGD plan to set up 8.xG OLED panel production lines
China-based BOE Technology, Samsung Display (SDC) and LG Display (LGD) plan to set up 8.xth-generation (8.xG) IT-use OLED panel production lines mainly because Apple plans to adopt...
Friday 3 March 2023
AP Memory sees customers about to finish inventory correction
AP Memory Technology, which specializes in customized IoT RAM and other DRAM memory, has observed its customers on the verge of completing inventory correction. However, the overall...
Friday 3 March 2023
Taiwan Wi-Fi chip designers eye orders from telecom carriers in US and Europe
Demand for Wi-Fi main chips is expected to resume growth starting the second quarter and benefit related Taiwan-based chip designers including MediaTek, Realtek, and Richwave, according...
Friday 3 March 2023
Innolux sees collaboration with Vedanta as critical to transformation
Innolux is pushing ahead with the second phase of its double-pronged transformation by partnering with the India-based Vedanta Group, having reached a milestone in its first phase...
Friday 3 March 2023
Process gas emission and green energy adoption key to semiconductor fab net-zero target, according to DIGITIMES Research
Semiconductor manufacturing is one of the dominant sources of carbon emissions. Vast amounts of power are required to manufacture the chips. Most discussion about the methods to limit...
Friday 3 March 2023
DDI supplier Raydium sees ASP remain under downward pressure
The display driver IC (DDI) provider, Raydium Semiconductor, has said that its revenue and ASP will remain under pressure in the first quarter of 2023, a slow season for the industry...
Friday 3 March 2023
Taiwan chipmakers to see orders from China NEV industry surge in 2023
Taiwan-based IC design houses, such as Realtek Semiconductor, Novatek Microelectronics and Yusun Electronics, have entered the supply chain of BYD and other Chinese electric vehicle...