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NEWS TAGGED CAPEX
Tuesday 20 October 2020
Equipment makers optimistic about demand from passive component sector
Equipment suppliers are optimistic about demand coming from the passive component sector, where leading players including Yageo and Walsin Technology have plans for capacity expans...
Thursday 15 October 2020
TSMC expects 2020 revenue to rise 30%
TSMC expects to post revenues of between US$12.4 billion and US$12.7 billion in the fourth quarter of 2020, which is a 3.4% sequential increase at the midpoint. Gross margin and operating...
Tuesday 13 October 2020
Nanya to defer NT$5 billion of 2020 capex plan to next year
Nanya Technology has decided to defer NT$5 billion (US$174.6 million) of its planned capex this year to 2021, according to the DRAM chipmaker.
Thursday 8 October 2020
TSMC likely to raise 2020 capex again
TSMC is likely to make another upward adjustment to its capex outlook this year, due to strong demand for 7nm and 5nm process manufacturing, according to industry sources.
Tuesday 15 September 2020
TSMC, Samsung scaling up competition in advanced chips packaging
TSMC and Samsung Electronics have seen their competition significantly heat up in advanced packaging technologies beyond foundry processes, which could eventually dent business opportunities...
Friday 11 September 2020
Taiwan foundries see bright prospects ahead
Pure-play foundries including TSMC, UMC and VIS are poised to see their fab capacities continue being fully utilized through the end of 2020, according to industry sources.
Monday 24 August 2020
Samsung stepping up efforts for advanced chip packaging
Samsung is stepping up its deployments in the 3D IC packaging field, looking to compete against TSMC starting 2022 for advanced chip packaging in-house, according to industry obser...
Friday 21 August 2020
DRAM capex spending to decline 20% in 2020, says IC Insights
The DRAM market is poised for a modest recovery in 2020, but suppliers are being very cautious and strategic, and thorough in their analysis of market conditions before they consider...
Tuesday 11 August 2020
IC testers KYEC, Sigurd gearing up for robust MediaTek demand
IC testing houses King Yuan Electronics (KYEC) and Sigurd Microelectronics are both gearing up to satisfy robust demand for MediaTek's chips in the fourth quarter of 2020 following...
Thursday 6 August 2020
VIS sees 8-inch fab capacity fall short of demand
Specialty IC foundry Vanguard International Semiconductor (VIS), which runs only 8-inch wafer fabrication lines, has already seen its supply fall short of demand with order visibility...
Monday 3 August 2020
Silicon wafer materials and equipment suppliers see orders pull in from TSMC
With TSMC scaling up its 7nm and 5nm chip output, related silicon wafer materials and equipment suppliers have seen significant orders from the pure-play foundry and are ramping up...
Thursday 30 July 2020
Unimicron investing big in expanding ABF substrate capacity
Unimicron Technology's board of directors has resolved to allocate NT$17.4 billion (US$594.2 million) in capex for 2021, with over 90% of the sum and the majority of another budget...
Wednesday 29 July 2020
Luxshare aims to lead in iPhone supply chain, say sources
With the acquisition of Wistron's plants in China, Luxshare aims to take over Foxconn's position as the largest iPhone manufacturer, according to sources from the upstream supply...
Wednesday 29 July 2020
Win Semi expects 4-6% revenue growth in 3Q20
Pure-play gallium arsenide (GaAs) foundry Win Semiconductors expects to post a mid single-digit sequential increase in third-quarter revenues, with gross margin staying above 40%.
Monday 20 July 2020
Taiwan fab toolmakers poised to gain from TSMC capex increment
Equipment suppliers in the TSMC Grand Alliance will see their revenues for the second half of 2020 receive a significant boost as the foundry has recently announced raising its capex...
Colder Products Company
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research