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Tuesday 22 October 2024
The real picture of SiC substrate oversupply according to Latentek
The silicon carbide (SiC) substrate market appears to be oversupplied, but it takes more than just comparing production capacity and actual demand to understand the real picture,...
Monday 21 October 2024
Oversupply of SiC substrates drives prices down, challenging GaN market
The significant expansion of Chinese manufacturers' SiC substrate production capacity in 2024 has led to oversupply and a sharp decline in prices, rapidly expanding the applicable...
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
Luxshare steps up capacity expansion in Vietnam
Luxshare Precision Industry, Apple's primary Chinese partner, has accelerated its capacity expansion in Vietnam by expanding its factory site in Nghe An, according to industry sour...
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
Prices for 6-inch SiC substrates freefalling in China
Prices of mainstream 6-inch SiC substrates have fallen since the beginning of this year and are expected to keep lowering as Chinese SiC substrate suppliers expand their production,...
Monday 14 October 2024
ASML CEO: Asia to lead global semiconductor manufacturing for years ahead
The US and European semiconductor industries are seeing major investments, yet ASML CEO Christophe Fouquet noted that Asia's semiconductor production capacity is expanding more rapidly...
Tuesday 8 October 2024
Power IC demand picking up; return of international IDMs a concern
The power semiconductor market is recovering from its downturn, with demand starting to pick up, according to industry sources from China and Taiwan.

The industry generally...
Monday 7 October 2024
ByteDance replaces Nvidia chips with Huawei due to government policy
TikTok's parent company ByteDance has reportedly ordered 100,000 of Huawei's Ascend 910B chips in 2024 to train an AI model, with 30,000 already delivered. ByteDance has not commented...
Friday 4 October 2024
TSEC's solar cell exports show success with steady rise over quarters
William Liao, Senior Vice President, and Henry Chiang, spokesperson of TSEC, stated on October 3 that the solar module and cell production capacity in the US is currently only half...
Thursday 3 October 2024
Chinese supply chains elect to take full National Day holiday to reduce overtime costs
As the second half of 2024 enters the peak sales season for consumer electronics, supply chains have gradually entered the peak season cycle starting from the third quarter. However,...
Tuesday 1 October 2024
Memory contract price rally to slow in 4Q24
Memory contract prices are expected to continue their rally in the fourth quarter of 2024, albeit at a slower pace, according to market sources.
Monday 30 September 2024
China's top OSATs invest big in advanced packaging to compete globally
China's leading outsourced semiconductor assembly and test (OSAT) companies, such as Jiangsu Changjiang Electronics Technology (JCET) and Tongfu Microelectronics, are intensifying...
Tuesday 24 September 2024
China's mature chip dominance looms, Taiwan IC designers urged to prioritize sub-7nm
China is poised to take the lead in the global market for mature semiconductor manufacturing processes as it continues to expand its production capacity. Industry experts warn that...
Tuesday 24 September 2024
TSMC SoIC fab capacity to reportedly boost through to 2026
The AI surge requires TSMC to swiftly expand its production capacity for chip-on-wafer-on-substrate (CoWoS) packaging. Simultaneously, the foundry's production capacity for 3D-stacked...