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Thursday 7 November 2024
Huawei reportedly offers triple salaries to poach TSMC engineers
Amid US export curbs, Chinese tech giant Huawei is allegedly offering triple salaries to entice Taiwanese semiconductor engineers, particularly those from TSMC, to join its ranks.
Thursday 7 November 2024
Observing Germany's top industry player Zeiss
I recently attended Zeiss's Quality Innovation Summit in Berlin, where I delivered a one-hour presentation titled "Reshaping Global ICT Supply Chain." Through arrangements made by...
Thursday 7 November 2024
Win Semi sees compound materials gaining ground in AI, communications markets
Win Semiconductors forecasts a larger role for compound semiconductors in wireless and optical communications as well as silicon photonics, driven by advancements in AI. The company...
Thursday 7 November 2024
ASML expects China revenue to drop to 20% in 2025
The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since...
Thursday 7 November 2024
Trump's economic revival sparks uncertainty in tech sector
As Donald Trump secures a second term as US president, market observers are closely monitoring the potential impact of his economic policies on the technology sector. With Republican...
Thursday 7 November 2024
Semiconductor industry applauds Trump's win and TSMC's future prospects
The semiconductor sector is reviewing the outcome of the US presidential election, with industry experts suggesting that a Trump victory will result in benefits that outweigh the...
Thursday 7 November 2024
Trump comeback likely to raise trade barrier against China in 2025
Donald Trump's potential return to the White House has done little to dispel Beijing's anxiety about the direction of US policies concerning China. The next Trump administration's...
Wednesday 6 November 2024
Applied Materials, Lam Research reportedly urge suppliers to phase out China-sourced components
Under alleged pressure from the US government, sources reveal that Applied Materials and other major US semiconductor equipment manufacturers are instructing suppliers—both...
Wednesday 6 November 2024
GlobalWafers' profit slumps through 3Q24; CEO expects 90%+ utilization for 12-inch wafers
High client inventory levels and slower clearance rates contributed to a slowdown in GlobalWafers' silicon wafer shipments for 2024, resulting in a 38.9% drop in after-tax profit...
Wednesday 6 November 2024
HBM and beyond: SK Hynix deepens strategic partnership with TSMC
SK Hynix has strengthened its collaboration with TSMC, designating the foundry to manufacture its next-generation HBM4 logic die. The company's development of high-capacity Compute...
Wednesday 6 November 2024
Kyocera faces challenges in entering AI chip supply chain amid organic packaging substrate slump
Japan's component manufacturer Kyocera Corporation is experiencing a downturn in its semiconductor organic packaging materials business. Current demand has not met previous forecasts,...
Wednesday 6 November 2024
GF faces penalties for shipments to SJS despite SMIC, JCET divesting stakes
The US Department of Commerce's Bureau of Industry and Security (BIS) announced on November 1 that GlobalFoundries (GF), a US semiconductor foundry, has been fined US$500,000 for...
Wednesday 6 November 2024
NexChip and Samsung Foundry lead 3Q24 LCD/OLED driver IC markets
NexChip and Samsung Foundry have emerged as the dominant players in the display driver IC (DDIC) market for the third quarter of 2024, according to the latest insights from Omdia's...
Wednesday 6 November 2024
GlobalFoundries' 3Q24 earnings: 7% revenue growth driven by design wins despite YoY decline
GlobalFoundries (GF) posted earnings results for the third quarter of 2024 that ended September 30, 2024, achieving 7% sequential revenue growth to US$1.739 billion, primarily driven...
Wednesday 6 November 2024
Mature process fab capacity stays oversupplied; VIS sees price war ease but pressure remains
Vanguard International Semiconductor (VIS) reports that while price competition has diminished, market competition pressure persists due to continued mature process fabrication capacity...
Research Report Database
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