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NEWS TAGGED ANALYSIS
Wednesday 26 July 2023
Taiwan's semiconductor industry faces dilemma of carbon lock-in
Several semiconductor companies in Taiwan are among the world's top-ranking companies in various ESG ratings, but they are not immune to a potential carbon lock-in effect due to the...
Thursday 20 July 2023
IC inspection labs see demand visibility extended to 2024
IC analysis and inspection labs have seen demand visibility from system device vendors and IP design service providers extended to 2024, attributed to increased R&D investment...
Wednesday 19 July 2023
RAMP-C program on Intel 18A adds 2 strategic defense industrial base customers
According to Intel, Boeing and Northrop Grumman have joined phase two of the Department of Defense's RAMP-C program, which aims to facilitate a leading-edge US foundry ecosystem on...
Tuesday 18 July 2023
What does China's 2Q23 GDP data tell us about the market?
One year after China lifted its pandemic control measures, the recovery momentum is already grinding to a stop. Economists have repeatedly warned that slower economic growth in China...
Monday 17 July 2023
China LED industry becomes a victim of auto market price war
China's auto market in the first half of 2023 set off a fierce price war dubbed the "suicidal price cuts," from battery EVs to fuel cell vehicles, which have turned the automotive...
Thursday 13 July 2023
Taiwan inspection labs gearing up for automotive chip demand
With more chip firms and component vendors keenly developing automotive-grade products, their demand for IC analysis and inspection is rising, according to industry sources.
Wednesday 12 July 2023
System vendors to strive for capacity at IC analysis labs
System vendors are seeking capacity support from IC analysis laboratories for 2024 through their contracted IP service providers, as they foresee high demand for advanced packaging,...
Monday 10 July 2023
TSMC demand buoys MSScorps 2Q23 revenue
IC analysis and inspection lab Material Science Service (MSScorps) witnessed a double-digit sequential revenue spike in the second quarter, with revenue for the first half of 2023...
Monday 3 July 2023
MA-tek steps up overseas expansion
IC verification lab Materials Analysis Technology (MA-tek) plans to allocate NT$1.2 billion (US$38.6 million) in capital expenditures for 2023, of which nearly 80% will be used to...
Monday 26 June 2023
Intel cuts off manufacturing in IDM2.0, TSMC is expected to benefit
Intel held the Intel Internal Foundry Model Investor Webinar on June 21 to explain the shift to a new internal foundry model, where internal product departments and manufacturing...
Wednesday 21 June 2023
Samsung keen on leveraging AI to boost semiconductor competitiveness
Samsung Electronics is aggressively incorporating artificial intelligence (AI) to improve its DRAM design and wafer fabrication yield, aiming to boost its product competitiveness...
Tuesday 20 June 2023
Qualcomm tries to boost PC market share via 'Apple Silicon' path for its Oryon processor
Qualcomm promoted the concept of "hybrid AI" at COMPUTEX 2023, emphasizing that both machine learning and generative AI require the joint cooperation of edge and cloud AI to realize...
Monday 19 June 2023
Three implications for Micron's decision to commit further investment in Xi'an
Micron Technology, the American memory company, has been banned from China for allegedly failing to pass a security audit, and the operational impact and market share shift effects...
Monday 19 June 2023
Old ICs remain in demand, OSAT Wafer Bank inventory depleting
The June 18 sales promotion ("618 shopping festival") in China kicked off on Sunday, and smartphone and well as car vendors offered discounts to consumers. Although the price competition...
Monday 19 June 2023
IC destocking, replenishment near end; industry hinges hope on end demand for 2H growth
As the market enters the second half of the second quarter, after a year-long chaotic period, both the inventory de-stocking and the subsequent stock replenishment will end in the...