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Thursday 17 October 2024
ASML slashes 2025 forecast as chip industry adjusts to post-pandemic realities
ASML's significant decline in net bookings indicates the semiconductor industry's adaptation to post-pandemic market conditions, which were previously disrupted by global chip supply...
Wednesday 16 October 2024
TsangYow sees growth from AM market recovery; Malaysia plant set for 2027 launch
TsangYow, a major transmission system manufacturer, is experiencing positive growth due to the recovery of the aftermarket (AM) component market. The company's monthly revenue continues...
Wednesday 16 October 2024
2025 DRAM expansion strategies: Samsung's conservative approach vs. SK Hynix's aggressive stance
The DRAM equipment investment plans of Samsung Electronics (Samsung) and SK Hynix in 2025 may vary based on the sales of high bandwidth memory (HBM).
Wednesday 16 October 2024
Foxconn's Young Liu coined 'sovereign servers' as demand for localized AI models are expected to surge
Foxconn Chairman Young Liu recently coined the term "sovereign server," introducing the topic of sovereign AI into the hardware domain. This statement has been seen as another significant...
Wednesday 16 October 2024
Chinese CIS firms gain flagship smartphone market share
OmniVision and other Chinese CMOS image sensor (CIS) makers have expanded their foothold in the premium smartphone-use camera segment, mounting strong challenges for market leader...
Wednesday 16 October 2024
TCB packaging crucial in AI and HPC applications, says ASMPT
Semiconductor and electronics manufacturing equipment supplier ASMPT sees sustained strong demand for thermocompression bonding (TCB) machines used in advanced packaging, as the trend...
Wednesday 16 October 2024
ASML confirms shipping third High NA EUV, remains optimistic about long-term growth despite weak 2025 outlook
ASML has announced the shipment of its third High NA lithography system to a new customer after unexpectedly releasing its financial results ahead of schedule. The company acknowledged...
Wednesday 16 October 2024
TSMC raises CoWoS output goal again, say sources
TSMC has been urging its factory engineering and equipment suppliers to expedite shipment pull-ins, enabling the contract chipmaker to raise its monthly output target for CoWoS packaging,...
Tuesday 15 October 2024
China's cobot market edges out foreign rivals as Taiwanese brands seek viable alternatives
The AI robotics market is expanding rapidly worldwide, with China emerging as the largest end-user market for robots, driving fierce competition among global supply chain companies...
Tuesday 15 October 2024
Energy-hungry tech spurs demand for secure, locally-sourced storage solutions
The rapid growth of energy-intensive sectors like 5G, AI data centers, electric vehicles, and renewables is placing unprecedented pressure on global power grids. As electricity demand...
Tuesday 15 October 2024
MCU industry relies on short-term orders amid sluggish consumer electronics demand in 4Q24
China's sluggish economic recovery continues to affect the consumer electronics market, with microcontroller unit (MCU) industry insiders reporting that significant signs of demand...
Tuesday 15 October 2024
Taiwan fan motor driver IC firms see promising demand for AI servers
The demand for cloud AI server development persists, with Nvidia's premium HPC chips propelling the complete advanced process manufacturing supply chain. Alongside substantial orders...
Tuesday 15 October 2024
PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand
As the fourth quarter of 2024 nears, major players in the power amplifier (PA) supply chain—such as GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers...
Tuesday 15 October 2024
OSATs budget more capex in 2024 than 2023
Prominent OSATs have allocated a greater capital expenditure for 2024 compared to 2023, suggesting that their existing production capacity for advanced packaging is still limited,...
Tuesday 15 October 2024
Two factors mitigate serious threats from China's memory chip production expansion, says industry experts
The memory industry is facing noise regarding market supply and demand imbalances. The rapid capacity expansion by Chinese memory manufacturers has raised concerns regarding its impact...