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NEWS TAGGED ANALYSIS
Tuesday 20 December 2022
TSMC CEO foresees challenges for semiconductor supply chains (2)
The article is the second part of TSMC CEO C.C. Wei's speech in the Q&A session at Monte Jade Science and Technology Association of Taiwan (MJTaiwan) on December 17.
Monday 19 December 2022
Intel's German fab plan suspended by 'perfect storm'
Inflation, business downcycle, and uncertainties of the Ukraine War may have converged into a perfect storm to force Intel Corp to push back its original plan of starting mega fab...
Monday 19 December 2022
Blacklisted YMTC sees bumpy road ahead for 232-layer NAND mass production
China's largest memory maker Yangtz Memory Technologies (YMTC) will be deterred from entering mass production of its 232-layer 3D NAND flash and developing more advanced chips after...
Monday 19 December 2022
A challenge for Foxconn to venture into chiplet packaging segment
Foxconn Technology's (Hon Hai Precision Industry) latest announcement to invite Shang-Yi Chiang, TSMC veteran and former SMIC executive, as the chief strategy officer of its semiconductor...
Monday 19 December 2022
TSMC CEO foresees challenges for semiconductor supply chains (1)
TSMC CEO C.C. Wei, in a rare speech at Monte Jade Science and Technology Association of Taiwan (MJTaiwan) on December 17, told the audience about the new challenges that the semiconductor...
Monday 19 December 2022
New Japan chipmaker Rapidus faces challenges to mass produce 2nm chips by 2027
Japan's newly founded advanced chips manufacturing company Rapidus aims to develop 2nm chips mass production technology through cooperation with mainly the US and foray into the foundry...
Friday 16 December 2022
LCD market to return to pre-pandemic scale in 2023
In 2023, the global LCD market will likely continue to decline due to slow inventory clearance. The market scale will likely return to the pre-pandemic (2019) figures of 129 million...
Thursday 15 December 2022
2023 Outlook: What accelerates future EV development
Data from Bloomberg showed that for the first three quarters of 2022, BYD, Tesla, SAIC-GM-Wuling, GAC Aion, and Hyundai Motor Group (HMG) respectively account for 16%, 13%,...
Wednesday 14 December 2022
China's US$143 billion package for chip industry is not as fearsome as Huawei, said experts
Reuters quoting three sources reported that China will soon announce a package with more than CNY1 trillion (US$143 billion) to bolster its semiconductor industry towards chip self-sufficiency...
Tuesday 13 December 2022
US persuades allies to join chip gear sanction while China resorts to WTO
US White House national security adviser Jake Sullivan confirmed that the United States has discussed with its partners including Japan and the Netherlands to tighten chip-related...
Tuesday 13 December 2022
SEMI: global semiconductor industry invests $500 billion to build 84 new fabs by 2024
Semiconductor Equipment Manufacturers International (SEMI) released its latest World Fab Forecast report, projecting the worldwide semiconductor industry will invest more than $500...
Tuesday 13 December 2022
2023 Outlook: Growth for smartphones spearheaded by 5G and supply chain diversification
The smartphone sector in 2022 experienced a similar situation as the PC industry. The pandemic bonus in 2020 and 2021 created a high baseline, which in turn resulted in a double-digit...
Monday 12 December 2022
2023 Outlook: Server demand to remain in steady growth
Compared to the PC industry's deceleration, the server industry is expected to enjoy an on-year shipment growth in 2022 and another increase in 2023 as consumers' usage of Internet...
Monday 12 December 2022
Analyzing TSMC's American dream: when geopolitics comes into play
The tool-in ceremony of TSMC's new Arizona site has attracted the attention of the world, including that of US president Joe Biden. With how much importance the US government is placing...
Monday 12 December 2022
MediaTek faces difficulty rivaling Qualcomm in flagship mobile AP market
With Samsung Electronics still reorganizing its Exynos processor product line, the Android handset AP market has become a two-horse race between Qualcomm and MediaTek, and how the...