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Monday 29 April 2024
Weekly news roundup: China's demand for lithography equipment knows no bounds
These are the most-read DIGITIMES Asia stories in the week of April 22 - April 26.
Thursday 25 April 2024
Japanese materials and equipment suppliers gaining from HBM expansion drive
The continuous surge in generative AI applications is driving strong demand for High Bandwidth Memory (HBM), significantly benefiting Japanese suppliers of materials and equipment...
Wednesday 24 April 2024
Marketech expects revenue to surge in 2025
With the capacity expansions of its foundry customers and the opening of new facilities, fab toolmaker Marketech International anticipates a sharp increase in revenue next year, reaching...
Tuesday 23 April 2024
Taiwan's PCB and chip gear makers expanding presence in SEA market
Taiwan's PCB and semiconductor equipment manufacturers are poised to enhance their footprint in Southeast Asia by establishing manufacturing operations or bolstering their customer...
Tuesday 23 April 2024
Falling EUV equipment orders suggest China and Intel drive ASML's performance
ASML, a Dutch equipment firm with a stranglehold on lithography equipment and a monopoly on high-end extreme ultraviolet (EUV) exposure machines, has become accustomed to having tens...
Tuesday 23 April 2024
TSMC optimizes 3/5/7nm equipment conversion amid AI surge, with 5nm emerging as primary profit driver
In the dynamic realm of AI, TSMC has secured the vast majority of customer orders, and foundry quotes now surpassing US$10,000 per wafer are primarily centered on the lucrative process...
Monday 22 April 2024
China has become an insatiable market for lithography equipment
With ASML recently stating that 20% of their recent orders are held by Chinese customers and nearly half of their revenue comes from China, the future operation trend of the world's...
Monday 22 April 2024
Weekly news roundup: Foreign suppliers concerned about China's chip equipment industry scaling through import substitution
These are the most-read DIGITIMES Asia stories in the week of April 15 - April 19.
Friday 19 April 2024
Why 2024 could spell trouble for the telecom equipment market?
Amidst a backdrop of sluggish capital expenditures from telecom giants, the beleaguered telecom equipment market is bracing for an even more challenging 2024. Ericsson signaled caution,...
Friday 19 April 2024
Taiwan companies repatriate US$46.3 billion back from China in 2023
Taiwan's Financial Supervisory Commission (FSC) released data showing that as of December 2023, 1,209 Taiwanese companies had invested NT$2,735.6 billion (US$84.2 billion) in China,...
Thursday 18 April 2024
Taiwanese MicroLED makers carry on as Apple aborts MicroLED smartwatch project; Three industry expos you should watch out for this month
VP of Taiwan Display Union Association (TDUA) James Yang says he is optimistic about Taiwan's MicroLED industry and the technology's potential, despite Apple's recent decision to...
Wednesday 17 April 2024
China saw growing production in ICs and semiconductor equipment in 1Q24
China's production of ICs and semiconductor equipment continued to grow in the first quarter of 2024, fueled by the recovery in the economy and efforts to achieve self-reliance despite...
Wednesday 17 April 2024
Huawei vs. Samsung: who leads the global communication equipment race?
In a market landscape fraught with geopolitical tensions, Huawei has managed to retain its top position globally in the communication equipment sector for 2023.
Monday 15 April 2024
Hanmi won HBM equipment orders from Micron, Samsung next?
In recent years, due to the development of the High Bandwidth Memory (HBM) market, the thermal compression (TC) bonder equipment produced by Hanmi Semiconductor has attracted attention...
Monday 15 April 2024
China's chip equipment industry gains momentum in import substitution, alarming foreign suppliers
China currently relies heavily on imports for over 85% of its semiconductor equipment needs, showcasing a self-supply rate of only about 14%.
Holtek
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