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NEWS TAGGED CAPACITY EXPANSION
Monday 31 October 2022
TSMC sees major clients continue order cuts, but remains confident about 2023
With semiconductor inventory woes intensifying at supply chains, even TSMC cannot withstand the subsequent order-cutting storm, as many of its top-10 clients have cut more orders...
Monday 31 October 2022
Win Semi expects over 10% revenue drop in 4Q22
GaAs foundry Win Semiconductors, which saw its revenue drop 26% sequentially in the third quarter of 2022, expects to post another sequential revenue decline of 11-13% in the fourth...
Friday 28 October 2022
Oversupply of LFP battery cathode materials may loom on rapid capacity expansion in China
China's new production capacity for lithium iron phosphate (LFP) cathode materials tripled in the first three quarters of 2022, sparking speculations that an overcapacity crisis may...
Thursday 27 October 2022
Analog IC firms worry about TI's upcoming capacity expansion
Analog IC suppliers are increasingly concerned about Texas Instruments' (TI) upcoming capacity expansions, as demand for industrial device applications begins to weaken, according...
Friday 21 October 2022
Global 200mm fab capacity to surge 20% through 2025, says SEMI
Semiconductor manufacturers worldwide are expected to see their combined 200mm fab capacity increase 20% from 2021 through 2025, adding 13 new 200mm lines as the industry reaches...
Monday 17 October 2022
US IDMs seeking subsidies for domestic production of RF components
American IDMs of RF components such as silicon-based filters are all proceeding with capacity expansions in the US, looking to seek government subsidies under the newly legislated...
Thursday 13 October 2022
Keen battery capacity expansions in China spark worry about possible supply glut
China's top-3 power battery makers Contemporary Amperex Technology (CATL), Ganfeng Lithium Group and EVE Energy have been aggressively proceeding with capacity expansions, with their...
Wednesday 12 October 2022
Taiwan IC substrate makers score record revenues for 3Q22
Taiwan's three major IC substrate suppliers Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology have all posted record revenues for the third quarter of 2022, bolstered...
Tuesday 11 October 2022
TSMC capacity utilization for 7nm, mature nodes to fall in next 6 months
TSMC is expected to see its fab capacity utilization trending downward in the next six months, except for 5nm and 28nm process nodes, as order cuts by fabless clients are beginning...
Wednesday 5 October 2022
Foxconn, FPG keen on LFP battery production in Taiwan
Lithium iron phosphate (LFP) batteries are significantly gaining ground in energy storage and EV applications amid the mounting calls for reducing carbon emissions to net zero. This...
Wednesday 5 October 2022
TSMC negotiating lower prices with suppliers
TSMC has started negotiating prices with its equipment and materials suppliers for 2023, eyeing price drops of at least 10%, according to industry sources.
Friday 30 September 2022
SMIC breaks ground for new 12-inch fab in Tianjin
China's top pure-play foundry Semiconductor Manufacturing International (SMIC) has recently broken ground for a new 12-inch wafer fab in Tianjin, expecting to have a monthly capacity...
Wednesday 28 September 2022
Supply Chain Summit: New fabs to boost TI's output for automotive
Texas Instruments (TI) will have two new 300mm fabs come online between the end of 2022 and early 2023, with the additional output poised to meet chip demand coming from the automotive...
Tuesday 27 September 2022
China chipmakers on capacity expansion spree for car-use power devices
While weak demand for consumer chips lingers, structural shortages of automotive chips remains unresolved, prompting China semiconductor players including Zhuzhou CRRC Times Electric...
Monday 26 September 2022
Taiwan PCB equipment makers upbeat about 2H22
Taiwan's PCB equipment makers are all optimistic about their shipments for the second half of the year, as they are busy fulfilling orders mainly from IC substrate makers to support...