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Monday 28 March 2011
TSMC more concerned about influence on global IC supply chain by Japan crisis
Taiwan Semiconductor Manufacturing Company (TSMC) does not recognize itself as a beneficiary of increased outsourcing by Japan-based IDMs, which have seen production at their domestic...
Friday 25 March 2011
Taiwan DRAM makers see supply constraints after July
Taiwan-based DRAM chipmakers have notified their PC clients to be prepared for a possible 50% reduction in their output after July, due to issues relating to upstream material supplies,...
Wednesday 23 March 2011
DRAM contract prices up 3% in 2H March
Contract prices for DRAM memory received a boost in the second half of March 2011, amid concerns about a potential wafer shortage stemming from Japan's recent earthquake.
Wednesday 23 March 2011
Silicon wafer and NAND flash supply could determine smartphone and tablet PC markets in 2011
A cloud is looming over the semiconductor industry due to a possible supply shortage of silicon wafers, and the market for popular consumer electronics products such as tablet PCs...
Tuesday 22 March 2011
Japan earthquake suspends supply of raw materials used in 25% of global chip production, says IHS iSuppli
The Japan earthquake has resulted in the suspension of one-quarter of the global production of silicon wafers used to make semiconductors, according to IHS iSuppli. The 25% reduction...
Thursday 17 March 2011
Powerchip considers using epi wafers if Japan supply squeezes
Taiwan-based DRAM maker Powerchip Technology reportedly is considering adopting epitaxial wafers if supplies of wafers by major producers such as Shin-Etsu Handotai remain disrupted...
Thursday 17 March 2011
PC supply chain still has up to 3 months of inventory, says Acer Taiwan president
Acer Taiwan president Scott Lin has pointed out that the PC industry's upstream supply chain still has an inventory level of about 2.5-3 months, and therefore will only see limited...
Thursday 17 March 2011
TSMC reiterates 2011 sales growth target
Taiwan Semiconductor Manufacturing Company's (TSMC) target of 20% growth in 2011 sales remains unchanged, chairman and CEO Morris Chang said on March 16. TSMC expects no material...
Wednesday 16 March 2011
DRAM makers hold 1-2 months of wafer inventory
DRAM chipmakers currently have one to two months of wafer inventory, industry sources estimate, adding that there should be no interruptions in their supplies between March and April...
Tuesday 15 March 2011
Japan earthquake to impact component supply and pricing, says IHS iSuppli
The Japan earthquake and tsunami could result in significant shortages of certain electronic components, potentially causing pricing for these devices to increase dramatically, according...
Tuesday 15 March 2011
Supply of polysilicon facing shortage as Japan implements power brownout
With the Japan government implementing power brownout policy on March 14, Japan-based polycrystalline silicon (poly-Si) and silicon wafer makers may be forced to stop their production...
Monday 14 March 2011
Digitimes Insight: SEH plant suspension may hit global wafer supply chain
While the massive tremor that ravaged the northeastern part of Japan did not cause damage to Japan's major production sites for DRAM and flash memory products, it may disrupt the...
Thursday 10 March 2011
Wafer Works Optronics see revenues more than double in February 2011
Wafer Works Optronics, a sapphire substrate subsidiary of silicon wafer maker Wafer Works, saw its revenues surge 123% sequentially to a record high of NT$73.1 million (US$2.5 million...
Thursday 10 February 2011
Silicon wafer shipments reach record levels in 2010, says SEMI
Worldwide silicon wafer area shipments in 2010 increased 40% from 2009, while revenues grew by 45% over the same period, according to SEMI.
Wednesday 9 February 2011
VIS projects 40-50% sequential increase in 1Q11 profit
Vanguard International Semiconductor (VIS) expects a 40-50% sequential increase in first quarter profit. Silicon wafer shipments for the first quarter of 2011 will increase 30% sequentially,...