Tuesday 18 June 2024
Taiwan wafer foundry industry, 2Q24
Taiwan's foundry industry suffered a minor sequential drop in overall revenues, better than DIGITIMES Research had originally anticipated thanks to short-term orders for electronics and HPCs.
Monday 3 June 2024
China semiconductor players and techs
Despite the sanctions from the US, the Chinese government and semiconductor firms continued to step up their effort in promoting independent development of China's semiconductor industry.
Wednesday 27 March 2024
Taiwan wafer foundry industry, 1Q 2024
Taiwan's wafer foundry industry will experience a sequential decline in first-quarter 2024 revenues before a rebound in the second quarter.
Tuesday 19 March 2024
Global top-3 memory maker status, 4Q 2023
Global top-3 memory makers are expected to see rising revenues from the memory business in the first quarter of 2024 with HBM products to be the key growth drivers.
Tuesday 12 March 2024
Global semiconductor industry, 2024
The global semiconductor market was in bad shape in 2023 with DIGITIMES Research having estimated the global semiconductor revenue at US$523 billion for 2023, an 8.9% decrease from a year ago.
Monday 4 March 2024
HBM technology and capacity deployment
In response to the continuous growth in AI demand, memory device makers SK Hynix, Samsung Electronics, and Micron Technology plan to mass-produce high bandwidth memory 3E (HBM3E) products in 2024
Thursday 28 December 2023
Taiwan wafer foundry industry, 4Q 2023
Taiwan's foundry industry thrives on advanced chip shipments and expects up to US$90 billion in revenues in 2024 despite a 1Q24 dip.
Monday 11 December 2023
Updates on US semi export control on China
The US government released multiple new measures directed at China's semiconductor industry, including the expansion of the curbs on high-performance chip and advanced semiconductor manufacturing equipment (SME) exports in October 2023.
Wednesday 11 October 2023
Global wafer foundry industry, 2024 and beyond
DIGITIMES Research projects that the global foundry revenue will grow at a CAGR of 11.3% from 2023 through 2028, driven by demand from 5G and EV applications.
Wednesday 4 October 2023
Taiwan wafer foundry industry, 2H 2023
Taiwan's wafer foundry industry is set to generate a total of only US$77.9 billion in revenue in 2023, falling 13% from a year ago, but will see the amount to rise in 2024.
Thursday 3 August 2023
Japan semiconductor equipment export control
The Japanese government on May 23 announced to impose export restrictions on 23 items of semiconductor manufacturing equipment, effective July 23. Although the list includes various equipment, Japan is more likely to control the export of photolithography or thin film deposition equipment for advanced processes.
Thursday 23 March 2023
Taiwan wafer foundry industry, 4Q 2022
The four leading foundries in Taiwan - Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC), Powerchip Semiconductor Manufacturing (PSMC) and Vanguard International Semiconductor (VIS) - together generated a total of US$89.4 billion in revenues in 2022, soaring 31% from a year ago. However, they still experienced the first on-quarter revenue decline since the COVID-19 pandemic in fourth-quarter 2022.