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Friday 17 January 2025
CoWoS-L production capacity gradually increasing, confirms Nvidia CEO
During the inauguration ceremony of SPIL on January 16, Nvidia founder and CEO Jensen Huang stated that the Blackwell system has now fully entered production, which will gradually...
Wednesday 15 January 2025
Taiwan polarizer suppliers take different transformation paths
China continues to expand its production capacity for polarizers, resulting in a market oversupply and making it hard for polarizer prices to rise. To cope, Taiwanese manufacturers...
Tuesday 14 January 2025
Oversized TVs dominate CES 2025 amid panel supply concerns
Oversized televisions took center stage at CES 2025, with both Micro LED and Mini LED backlit TVs making a significant impact at the annual technology showcase.
Monday 13 January 2025
Taiwanese IC testing firms ride AI wave for record revenues in 2024
Taiwanese semiconductor testing solution providers such as MPI, WinWay, and Keystone Microtech achieved record-high revenues in 2024, driven by surging demand for AI and HPC.
Monday 13 January 2025
LG Display may convert iPad OLED lines to iPhone panel production amid weak tablet demand
LG Display is reportedly planning to adjust its production line configuration by converting its iPad OLED panel production lines to manufacture iPhone OLED panels. This decision comes...
Thursday 9 January 2025
Taisic Materials navigates SiC oversupply by focusing on larger eight-inch wafers, eyeing growth in US and Japan
In 2024, the silicon carbide (SiC) semiconductor industry faces challenges as increased crystal growth production capacity in China results in oversupply and significant price drops,...
Tuesday 7 January 2025
US govt boosts Micron's automotive and defense DRAM production as major players exit niche market
While the US semiconductor revival extends beyond Intel's prominent efforts, it critically depends on Micron, the country's sole memory chip manufacturer, expanding its domestic production...
Monday 6 January 2025
CXMT begins DDR5 mass production, reportedly validated by key Chinese server makers
ChangXin Memory Technologies (CXMT) is leveraging China's aggressive localization policies to advance toward mass production of DDR5 chips. Despite lingering concerns over production...
Monday 30 December 2024
China's crystalline makers scale back to avoid cutthroat competition
China's two major crystalline silicon suppliers for solar cells announced production cuts in response to the current market downturn, where the industry is trying to cope with oversupply,...
Friday 27 December 2024
China SiC capacity expansions continue despite mounting supply-chain losses
A prominent Chinese silicon carbide (SiC) manufacturer has filed for bankruptcy amid intense market competition, yet numerous competitors continue expanding production capacity despite...
Wednesday 25 December 2024
Is US banning Chinese SiC components to save Wolfspeed?
The US has initiated a Section 301 investigation into China's mature manufacturing processes, specifically targeting silicon carbide (SiC) semiconductor production.
Friday 20 December 2024
Brace for lengthy inventory correction: Chinese solar giants halt expansion plans amid market glut
Leading Chinese solar manufacturers, including Longi Green Energy Technology, Trina Solar, and JA Solar, have been forced to delay their production capacity expansions as they grapple...
Thursday 19 December 2024
China, US policies drive rush orders, lifting TV panel makers' utilization rates
The Chinese government's subsidy program for energy-efficient appliances, combined with anticipated US tariff hikes, has triggered a sudden surge in TV demand in China and the US...
Monday 16 December 2024
Jarllytech to expand production capacities in SEA in response to Trump 2.0
With Donald Trump poised to take office in January 2025, the acceleration of supply chain relocation is becoming increasingly evident. Tai-yuan Chang, chairman of Jarllytech, a Taiwan-based...
Tuesday 10 December 2024
Japan launches US$670 million semiconductor subsidy scheme
In a bid to enhance economic security and strengthen supply chains, the Japanese government is providing subsidies for domestic production in sectors such as semiconductors, advanced...