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......»»
Weak demand for MacBook, Apple Watch, AirPods may have caused order cuts
Sources in China say Apple has reduced its orders from suppliers for almost all of its products, and the news has seen AAPL shares drop.Apple CEO Tim Cook at a Foxconn factory. Read more........»»
Memory chipmakers to see loss widen
Memory chipmakers including major ones are all expected to report operating losses for the fourth quarter of 2022, with their losses set to widen in the first quarter of 2023 due to continued chip price declines, according to industry sources......»»
Taiwan chipmakers eye high-end IC opportunities
Taiwan-based fabless chipmakers have enhanced their efforts to develop high-end chips such as mobile application processors (AP), OLED display driver ICs (DDI), ASICs, wireless communication chips, and high-speed transmission chips, according to indu.....»»
Apple "cuts orders" on MacBook, Apple Watch, AirPods after weak demand
Sources in China say Apple has reduced its orders from suppliers for almost all of its products, and the news has seen AAPL shares drop.Apple CEO Tim Cook at a Foxconn factory. Read more........»»
IC manufacturing capacity utilization fall in 1H23 to accelerate inventory digestion
Taiwan's semiconductor manufacturers including top foundry TSMC and OSAT ASE Technology are expected to see their capacity utilization fall steeply in the first or even the second quarter of 2023, but that could return inventory to healthy levels ear.....»»
China chipmakers keen on capacity expansions for GaN devices
Many Chinese chipmakers including IDM Innoscience are keenly developing diverse GaN power solutions and expanding production capacity to cash in on growing demand......»»
IC design houses still under pressure from high foundry quotes
For the past 1-2 months, IC design houses have been discussing with foundries about the prices and order scales of 2023, but despite weak end-user demand, most IC design houses have failed to see a clear drop in foundry quotes, according to industry.....»»
Japanese chipmakers keen on expanding capacity for car power devices
Japan's semiconductor firms including Toshiba Electronic Devices & Storage and JS Foundry are actively expanding investments in building new capacities for power devices to meet ever-increasing demand for EV applications, according to Japanese news m.....»»
DDI prices to bottom out in 1H23
Display driver IC (DDI) prices are expected to bottom out in the first half of 2023 and start recovering, according to industry sources......»»
Economic headwinds temporarily impacting made-in-India smartphones
Due to weak consumer demand, made-in-India smartphones have witnessed a temporary decline in the latest quarter. Still, analysts believe that India will play a more significant role in smartphone manufacturing......»»
TSMC braces for weak 1Q23
TSMC is bracing for a nearly 15% sequential decline in first-quarter 2023 revenue, driven by falling capacity utilization rates at its fabs and wafer banks reaching new highs, according to industry sources......»»
Everlight expects invisible LED demand to pick up in 1H23
LED packaging service provider Everlight Electronics expects demand for invisible LED devices to pick up gradually in the first half of 2023 and for other visible models to come one quarter later......»»
Taiwan-based LCD panel makers target smart applications
Global factors have had a major impact on LCD panel demand in 2022, causing industry players to expect demand to remain weak through the first half of 2023. Taiwan-based LCD panel makers such as AU Optronics (AUO) and Innolux are making moves to boos.....»»
Memory backend firms glad to see chipmakers cut back output
With Micron Technology cutting capex and scaling back output amid a gloomy outlook for its operations, other memory chipmakers are expected to follow suit. Such developments are welcomed by memory backend companies, according to industry sources in T.....»»
Taiwan CIS suppliers brace for weak 1H23
Taiwan-based CMOS image sensor suppliers PixArt Imaging and Silicon Optronics expect sales to remain flat in the first half of 2023 before bracing for a significant pick-up in the second half......»»
Automotive chip shortages to continue throughout 2023, industry says
Chipmakers are adding more capacity but are effectively sold out until 2024. Enlarge / Some analysts have estimated that the chip shortage has caused new car prices to rise by 16 percent in two years. (credit: golibtolibov/getty.....»»
US fabless chipmakers outperform Asian peers as consumer IT market weakens
In a recent ranking of global top ten IC design houses, one can see that semiconductor sectoral performances vary greatly, even though the industry in general is going through a downturn,.....»»
China to step up support for local chipmakers
China remains ambitious to be self-sufficient for ICs despite the US' export controls against more Chinese chipmakers, including NAND flash memory maker Yangtze Memory Technology (YMTC) and AI chip developer Cambricon Technologies, according to sourc.....»»
Weak handset IC demand likely to extend into 3Q23
Weak demand for handset-use ICs will likely stretch into the early half of the third quarter of 2023, amid weak handset sales worldwide, particularly those of Chinese brands, according to sources from handset IC suppliers......»»
GaAs wafer foundries conservative about 1H23 sales
Taiwanese GaAs wafer foundries will likely see their utilization rates stay flat before the end of second-quarter 2023 as no sights indicate that demand for power amplifiers (PAs) used in handsets will rebound soon......»»