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Wednesday 16 August 2023
Taiwanese PMIC suppliers cautious about demand prospects for 2H23
Global Mixed-Mode Technology (GMT), uPI Semi, and other Taiwan-based power management IC (PMIC) suppliers are conservative about their demand prospects for the second half of this...
Wednesday 16 August 2023
NAND flash prices may stay low longer than expected
NAND flash prices may remain at rock bottom for longer than anticipated, due to a lack of killer applications to clear stockpiles, according to industry sources.
Tuesday 15 August 2023
Will Samsung become strategic investor in Arm's upcoming IPO?
British silicon intellectual property (IP) supplier Arm reportedly has extended a wide invitation to semiconductor companies to become its strategic investors in its upcoming initial...
Tuesday 15 August 2023
US fosters local lithium battery production to offset China's dominance
Lithium battery cells made in China account for more than 50% of the global energy storage system and EV market share. Suppliers from other countries will encounter tremendous challenges...
Tuesday 15 August 2023
Samsung and SK Hynix memory inventory remains high and needs further output cuts
Although Samsung Electronics and SK Hynix are aggressively cutting their memory production, the inventory level of the two companies has reached KRW 50 trillion (US$37.4 billion)...
Tuesday 15 August 2023
TSMC's fab in Germany may only half address major concerns of European carmakers
TSMC has officially entered the European automotive supply chain with plans to establish a joint venture fab in Dresden, Germany, relieving European automakers' concerns about chip...
Tuesday 15 August 2023
Taiwan IC industry output value to fall over 10% in 2023
The Taiwan Semiconductor Industry Association (TSIA), citing data from the Industrial Technology Research Institute (ITRI), forecasts that the output value of Taiwan's integrated...
Tuesday 15 August 2023
Auto chip prices unlikely to drop in Europe
Automotive-grade IC prices are unlikely to drop in the short term, as production costs are rising and major European suppliers are increasing investments in expanding their manufacturing...
Tuesday 15 August 2023
TSMC should be able to keep its new overseas JV fabs profitable
Market observers view TSMC's overseas expansion strategy with skepticism, which also presents some opportunities for the pure-play foundry. Despite the fact that its wholly owned...
Monday 14 August 2023
Weekly news roundup: Another Huawei 5G chokepoint breakthrough and other top stories
China reportedly overcomes BAW filter chokepoint, sparking speculations of Huawei
Monday 14 August 2023
IDM said to offer fast-track services for automotive mmWave radar entrants
Millimeter wave radar sensors hold significant potential in future cars. Therefore, the competition between major IDMs has become more intense, even with chip shortages. Supply chain...
Monday 14 August 2023
Samsung reportedly to partially pause NAND production in Pyeongtaek facility
In order to overcome the sluggish memory market conditions, Samsung Electronics is planning to halt some of the NAND Flash production equipment at its P1 facility in Pyeongtaek, South...
Monday 14 August 2023
WPG sees profit exceed guidance in 2Q23
IC distributor WPG has reported operating profits increased 27% sequentially to NT$2.47 billion (US$77.2 million) in the second quarter, with net profits jumping over 200% on quarter...
Monday 14 August 2023
Taiwan's MCU firm adapts: prioritizing high gross margin product amidst challenging second-half outlook
Taiwan-based microcontroller (MCU) manufacturer, Padauk Technology, has acknowledged sluggish demand for consumer electronics terminals and reduced consumer drive in the Chinese market...
Monday 14 August 2023
US goes through with investment ban on China; South Korea concerned about potential supply chain crisis
With the signing of the executive order to restrict US investments in certain Chinese companies, South Korean semiconductor-related industries are feeling a sense of unease. While...