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Tuesday 26 November 2024
Deglobalization accelerates global brands' supply chain reshuffle
Geopolitical tensions have spurred another major shift in global supply chains, as highlighted by TSMC founder Morris Chang's proclamation that globalization is dead. With Donald...
Monday 25 November 2024
The 7nm chip sanctions on China: impact on large-scale chips, CoWoS processes
On November 8, news broke that China's 7nm chip manufacturing supply was cut off, prompting major foundries like TSMC and Samsung Foundry to remain silent. However, recent reports...
Monday 25 November 2024
Global semiconductor manufacturing industry shows strong momentum in 3Q24
The global semiconductor manufacturing industry demonstrated strong momentum in the third quarter of 2024, with all key industry indicators showing positive sequential increases for...
Thursday 21 November 2024
Finesse Technology rides TSMC, Applied Materials wave: Expansion to Kumamoto with optimistic outlook
Finesse Technology, a subsidiary of Highlight Technology Corp, specializes in semiconductor ozone supply systems, remote plasma sources (RPS), RF power systems, and technical maintenance...
Thursday 21 November 2024
TSMC quietly forms advanced packaging supply chain cluster in Southern Taiwan
TSMC is strategically developing a dedicated supply chain cluster on 30 hectares (300,000 square meters) of land in Southern Taiwan Science Park (STSP) to strengthen its advanced...
Wednesday 20 November 2024
Taiwan chip gear makers cash in on TSMC 2Q24, 3Q24 orders
Taiwanese semiconductor equipment manufacturers working with TSMC are benefiting significantly from its orders, with eight of them reporting gross margins of 40-60% in the second...
Tuesday 19 November 2024
GPTC sees wet process equipment orders soar on advanced packaging boom in 2025
Driven by rising demand for chip-on-wafer-on-substrate (CoWoS) and other advanced packaging equipment, Taiwan-based semiconductor automation and wet process equipment maker Grand...
Tuesday 19 November 2024
Japanese chip equipment makers see mixed outlook amid AI boom, China slowdown
Japanese semiconductor equipment manufacturers, including Tokyo Electron and Kokusai Electric, have raised profit forecasts driven by surging AI demand. However, China's cooling semiconductor...
Monday 18 November 2024
Hiwin sees bright US automation prospects amid Europe's slowdown
Following a five-year hiatus, Hiwin resumed its in-person earnings call, providing an updated outlook for 2025. The company expects increased economic clarity post-US presidential...
Monday 18 November 2024
MKS' Atotech and ESI at TPCA show and IMPACT 2024
The TPCA Show and IMPACT Conference 2024 was held in Taiwan at the Taipei Nangang Exhibition Center Hall 1 from October 23rd to 25th. Two strategic brand presences of MKS, Atotech,...
Monday 18 November 2024
TSMC adjusts CoWoS capacity plans amid Trump 2.0 uncertainty
Rising global uncertainties following Donald Trump's presidential victory have led TSMC to recalibrate its ambitious expansion plans for Chip-on-Wafer-on-Substrate (CoWoS) packaging...
Monday 18 November 2024
Applied Materials projects Chinese sales to stabilize following capex expansion
Applied Materials, a major supplier of chipmaking equipment, has reported weaker-than-expected sales forecasts for the upcoming quarter, indicating that semiconductor companies not...
Monday 18 November 2024
Rapidus to receive Japan's first EUV equipment in December
Rapidus, a semiconductor manufacturer aiming to mass-produce 2-nanometer chips in Japan, is set to install extreme ultraviolet (EUV) lithography machines at its under-construction...
Friday 15 November 2024
Trump 2.0 prompt SK Hynix and Samsung to weigh China exit plans
South Korea's semiconductor sector anticipates that Donald Trump's presidential victory could intensify restrictions on China's high-tech industries, particularly affecting the semiconductor...
Friday 15 November 2024
Samsung's Pyeongtaek P4 expands to NAND + DRAM; to host premier packaging facility in Cheonan
Samsung Electronics is reportedly finalizing investment plans for the first production line at its Pyeongtaek Plant 4 (P4) facility in South Korea, rebranding it to focus on mass-producing...
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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