Chipmakers brace for weak 1H23
Foundries and IC design houses, particularly tier-2 players, are bracing for a weak first half of 2023 and may face a new wave of reshuffling that will challenge the industry, according to industry sources......»»
Lam Research offers weak guidance for June quarter, optimistic about China market despite export ban
Due to the downturn in the memory industry and the US export ban on semiconductor equipment against China, Lam Research provided weak guidance for the current quarter but expects less restrictive rules to export its products to China......»»
Camera module component suppliers see weak demand for iPhone devices in 2Q23
Shipments of Apple's iPhones in the second quarter of this year will be disappointing and lower than seasonal norms, according to sources at voice coil motors (VCM) and other component suppliers for handset camera modules......»»
Weak global smartphone shipments to continue undermining AP demand in 2023, says DIGITIMES Research
Global smartphone application processor (AP) shipments are set to come to 1.114 billion units in 2023, down 11.8% on year, mainly due to declining smartphone shipments and slow AP inventory depletion......»»
Convicted fraudster Elizabeth Holmes must report to prison, judge rules
Though not a flight risk, judge rules her appeal is too weak to keep her out of prison. Enlarge / Former Theranos CEO Elizabeth Holmes alongside her partner Billy Evans, leaves a hearing at the Robert E. Peckham US Courthouse on.....»»
Advanced packaging demand to be weak in 2023
Demand for advanced packaging has been weak so far in 2023 compared to previous years, with high-performance computing (HPC) chips showing better momentum than handset application processors (AP), according to industry sources......»»
TSMC to address 7 major market concerns at upcoming earnings call
With TSMC customers cutting back on orders or delaying shipment pull-in in the first quarter of 2023, market doubts are emerging about whether the foundry's overall business operations could be turning weak, with its revenues widely believed to see a.....»»
With 5G still in transition period, mobile phone sales continue to be dominated by 4G
Affected by factors like high smartphone penetration rates, inflation, and longer contract terms with telecom service providers, Taiwan's mobile phone market demand has been weak. However, to boost market shares, brands are launching new business str.....»»
Taiwan LED packaging houses see automotive products drive growth
Taiwan-based LED chipmakers and LED packaging houses, including Ennostar, Everlight, Brightek and Edison Opto, are expected to generate more revenue from automotive applications in 2023, according to industry sources......»»
Water and electricity shortages more challenging than rising costs, say Taiwan chipmakers
Water and electricity shortages are more difficult to manage than rising manufacturing costs, according to sources in Taiwan's IC manufacturing sector......»»
Asustek, HTC struggling to maintain sagging handset business
Taiwan-based brand vendors Asustek Computer and HTC face increasing difficulty maintaining their fragile smartphone businesses as the global handset market will likely continue to brace for a headwind in 2023......»»
Made-in-India iPhone shipments grew 162% in value terms in 2022
Thanks to India's incentive scheme to promote local manufacturing and the influx of investments by multinational manufacturers, India's smartphone production somewhat offset the weak demand, with made-in-India iPhones shipments growing by 65%......»»
Stinky seaweed blooms: Turning an ecological risk into an opportunity
As Atlantic beaches brace for their annual onslaught of a potent-smelling seaweed, scientists on a project led by the University of Southampton are sharing their research into how communities affected can make use of this putrid problem—by turning.....»»
Taiwan "Chips Act" to benefit only a few companies
The Taiwan government's so-called "Chips Act" will benefit TSMC and a few other major chipmakers, as it does not cover the entire semiconductor ecosystem, according to sources at IC design houses......»»
Chipmakers to boost 300mm fab capacity to all-time high in 2026
Semiconductor manufacturers worldwide are forecast to increase 300mm fab capacity to an all-time high of 9.6 million wafers per month in 2026, according to SEMI......»»
Arm to change license fee charging formula, heaping pressure on chipmakers
British silicon IP provider Arm reportedly has notified its major customers about a sharp adjustment in its future licensing fee collection mechanism starting 2024, when the fee will be calculated based on the value of each end product instead of the.....»»
Taiwanese, Korean chipmakers feel the heat of US capacity expansion ban against China
The US has unveiled tight restrictions on chipmakers' capacity expansions in China, increasing the risks for companies that already have sizable operations in the Asian country......»»
Improved ATLAS result weighs in on the W boson
The W boson, a fundamental particle that carries the charged weak force, is the subject of a new precision measurement of its mass by the ATLAS experiment at CERN......»»
Chipmakers fight spread of US crackdowns on “forever chemicals”
Intel helped form lobbying group that has opposed state legislation on PFAS. Enlarge / The surface of a semiconductor wafer in the cleanroom at the Tower Semiconductor Ltd. plant in Migdal HaEmek, Israel, on Monday, Feb. 28, 2022.....»»
Intel"s acquisition of Tower Semiconductor expected to be completed in 1H23
After more than 12 months, Intel said the planned acquisition of Israel-based Tower Semiconductor might be delayed again and is expected to be completed by the first half of 2023......»»
Zhao Weiguo: Chinese regulator accuses chip tycoon of corruption
Zhao Weiguo formerly headed Tsinghua Unigroup, which was one of China's leading chipmakers......»»