What does it take to sustain the "semiconductor renaissance"?
With 2021 behind us, the world is expected to see some alleviation in chip crunch at least in the second half of 2022. While dozens of new fabs that start production in the next few years may result in a rebalancing of demands and supplies, many are.....»»
US curb drags on China"s semiconductor production
According to the latest official data, China's semiconductor production for the first two months of 2023 saw a deep drop from a year earlier, reflecting a weak economy and a curb by the US and its allies on semiconductor equipment......»»
IC Design White Paper (1): Navigating policy options for strengthening Taiwan"s IC design industry
The estimated revenue of Taiwan's IC design industry in 2022 totalled at a commanding US$40 billion. The sector has proven itself to be eminently high-yielding with an enviable average profit margin of 20%. Whereas the Taiwanese semiconductor industr.....»»
Samsung to invest in South Korea mega chip-making plan
The electronics giant will build five more semiconductor factories in the country......»»
Tokyo Electron broadens talent investment in Taiwan with new training center
Japan-based semiconductor equipment maker Tokyo Electron (TEL) is strengthening its investment in Taiwan, expecting to complete the construction of its operation office in Tainan, southern Taiwan in the latter half of 2024, focusing on software and h.....»»
US to unveil chips-spending guardrails for countries of concern
The Commerce Department will this month release rules to limit companies' activity in China should they receive some of the $52 billion that the US is providing to boost its semiconductor industry......»»
Inventory correction at major Taiwan IC designers coming to an end
Taiwan's major fabless chipmakers including MediaTek, Novatek Microelectronics, and Realtek Semiconductor have seen their revenues show signs of recovery, indicating their inventory depletion is coming to an end, as described by supply chain sources......»»
US-based silicon photonics chipmaker Infinera reportedly exploring sale
US-based optical semiconductor manufacturer for broadband networks Infinera is reportedly exploring a sale, reports Reuters......»»
TSMC fab utilization to recover starting 2Q23
Part of TSMC's fab utilization rates, including those for 7/6nm process nodes, will begin to recover in April, sooner than previously predicted by the market, according to sources at semiconductor equipment companies......»»
Can Huawei"s HiSilicon reclaim its former glory as a chip design powerhouse?
A multitude of semiconductor applications has blossomed in recent years. The rise and fall of Huawei's HiSilicon Semiconductor after a decade of rapid development are the most noteworthy case study against the backdrop of the China-US trade war. Whil.....»»
IC backend equipment specialist K&S to see U-shaped demand recovery
The semiconductor backend packaging and testing industry chain, while facing a business correction currently, is likely heading for a "U-shaped recovery" in the second half of 2023, according to Chan Pin Chong, executive VP and GM of Kulicke and Soff.....»»
Chip equipment ban against China to disrupt SMIC sub-40nm process development
The US' broader chip equipment ban against China will stymie Semiconductor Manufacturing International's (SMIC) sub-40nm process development, according to industry sources......»»
LED sensor providers Tyntek, TASC conservative about 1H23
LED chip and sensor suppliers Tyntek and Taiwan-Asia Semiconductor (TASC) are conservative about their prospects for the first half of 2023 due to sluggish demand from the consumer electronics sector, according to industry sources......»»
South Korean chip equipment industry alarmed amid US-China"s tech power struggle
As the United States imposes strict conditions on subsidy applications as a means to curb China's rise in the semiconductor industry, South Korea's semiconductor equipment industry is also facing a crisis in exports......»»
Capacity utilization rates at South Korean OSATs fall below 50%
South Korea's major OSATs have seen their capacity utilization rates fall to below 50%, a rare phenomenon which, although resulting from semiconductor market headwinds, has sparked great concerns from related semiconductor supply chain entities in th.....»»
TSMC, VIS post over 10% revenue drops in February
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential revenue declines of 18.4% and 22.4%, respectively, in February......»»
South Korea semiconductor inventory hits record high
South Korea has posted a trade deficit for the 12th consecutive month in February 2023 due mainly to poor outbound shipments of its main export products of DRAM and NAND flash chips, whose inventories have hit record-high levels, according to Korean.....»»
US starts accepting applications for CHIPS Act incentives
The US Department of Commerce (DOC) announced at the end of February the first funding opportunity for its incentives program for the domestic semiconductor industry. Starting from Feb 28, 2023, statements of interest from all potential applicants wi.....»»
US to boost chip collaboration, help India play larger role in global supply chain
Amid the US's strategy to rebuild a global supply chain that counts on friendshoring, the US will scale up its semiconductor collaboration with India and invite India to be part of the IPEF (Indo-Pacific Economic Framework)......»»
China urged to give "real national treatment" to foreign IC talent
The Chinese government must formulate a new semiconductor industry policy in line with national conditions, and offer 'real national treatment' to foreign professionals to help enterprises quickly recruit talent from abroad, the outgoing vice premier.....»»
Weltrend upbeat about demand prospects in 2H23
Weltrend Semiconductor, specializing in USB power delivery (PD) controller chips, expects demand for its PD chips and other power management ICs (PMIC) to pick up in the second half of 2023, according to company president Tony Lin......»»