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NEWS TAGGED ANALYSIS
Friday 9 December 2022
ASML undaunted by Dutch export controls?
The Dutch government has succumbed to Washington's pressures, despite earlier comments from Dutch Foreign Trade Minister Liesje Schreinemacher that the Netherlands would not "copy...
Friday 9 December 2022
2023 Outlook: Global desktop shipments expected to only have small decline in 2023
The PC industry is having a rough 2022 with factors such as global inflation, the Ukraine-Russia war, COVID-19 lockdowns in China, and increasing interest rates by mature markets...
Friday 9 December 2022
2023 Outlook: Notebook sector begins slow recovery
Overall notebook shipments are estimated to decrease on year in 2022, largely due to the high baseline caused by the record shipments in 2021, though it's still expected to be higher...
Friday 9 December 2022
New TSMC fab in US has in-house capability of IC analysis and verification
TSMC's new advanced wafer fab in the US will be capable of providing IC materials analysis and verification in-house, according to sources at Taiwan IC analysis and inspection labs,...
Thursday 8 December 2022
BCG: Death of globalization? No, it's 're-globalization'
Although TSMC founder Morris Chang said "globalization is almost dead" at the first-tool-in ceremony of TSMC's Arizona factory the day before, Boston Consulting Group (BCG) has different...
Thursday 8 December 2022
TSMC on track to materialize American manufacturing dream for advanced chips
A high-profile first-tool-in ceremony held recently at TSMC's Arizona fab signifies a major milestone in materializing the foundry's dream to set up advanced chips capacity in America...
Wednesday 7 December 2022
Automotive chip supply likely to stay short before 2024
Automotive chip shortages, despite improving recently, are unlikely to be fully resolved before 2024 as supply growth is unable to catch up with the rapid increase in demand, according...
Tuesday 6 December 2022
Can Taiwan LED makers benefit from government-proposed tax incentives?
The Taiwan government has proposed an income tax credit to encourage R&D of innovative technologies and products as well as purchases of equipment used in advanced manufacturing...
Tuesday 6 December 2022
2024 will be crucial turning point for Samsung to compete with TSMC
Samsung is preparing a "master plan" for its foundry business to turn the tables against TSMC in 2024, utilizing its 3nm process to take back orders from major US clients like Qualcomm...
Tuesday 6 December 2022
China carmakers are ordering their own ships to get export ready
Two of China's biggest automakers are so determined to ensure their cars make it from factories on the mainland to anyone who wants to drive them they've bought their own ships.
Monday 5 December 2022
GF and Intel semiconductor talent forgo are gifts to competitors
Intel is offering voluntary unpaid leave for thousands of employees while GlobalFoundries (GF) is laying off 6% of its global workforce to reduce short-term costs amid an industry...
Thursday 1 December 2022
China consumer VR shipment to reach nearly 7 million units in 2026, says IDC
According to a recent IDC forecast, consumer standalone VR shipments in China increased by 166.2% on year in the first half of 2022. China standalone VR in the first quarter of 2022...
Thursday 1 December 2022
Fab talent crunch: Taiwan's secret sauce for producing excellent semiconductor engineers
As semiconductor companies worldwide expand to build chip capacity, talent shortage has become the greatest challenge to growth and thus attracted more attention to talent education...
Thursday 1 December 2022
US-China chip competition not limited to advanced nodes – it is complicated
Although the new US export control rules announced in October are seen effectively controlling China's ability to produce advanced chips and purchase high-performance computing chips...
Thursday 1 December 2022
Samsung Electronics announces 2022 supplier list
Samsung Electronics recently announced its 2022 supplier list, with Chinese optic...