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Wednesday 20 October 2021
Samsung new NAND flash capacity coming online in 2H21 may worsen price falls
The gradual commercialization of Samsung Electronics's new production capacity for NAND flash memory in the second half of 2021 has sparked concerns among market observers about a...
Wednesday 20 October 2021
Taiwan IC substrate makers cut into supply chain for new-gen Mac chips
Taiwan-based IC substrate suppliers, such as Unimicron Technology, have reportedly cut into the supply chain for Apple's custom-built silicon powering the next generation Macs, and...
Wednesday 20 October 2021
Honor strengthens smartphone marketing in overseas channels
Honor, a spinoff from Huawei, has been re-establishing its partnerships with US-based vendors including Qualcomm, Microsoft and Intel since early 2020 and has risen to third place...
Tuesday 19 October 2021
Powin teams up with Leader for Taiwan energy storage market
American energy storage system integrator Powin Energy is partnering up with Taiwan's Leader Energy Storage Technologies, making Leader an exclusive agent in Taiwan. By signing a...
Friday 15 October 2021
Supply chain flexibility is crucial, says Cheney Wang, VP of supply chain and Taiwan GM of Latch
Latch was founded in 2014 by a group of former Apple employees and began trading on Nasdaq on June 7th, 2021 under LTCH. Through a SPAC listing, it raised $453 million and values...
Friday 15 October 2021
Will foundry expansions lead to capacity glut?
Many IDMs and pure-play foundries, including second-tier ones, are all poised to expand their fab capacities sparking concerns that the arrival of the additional capacities could...
Friday 15 October 2021
US sees battery shortages by 2025
South Korean battery suppliers are expected to be the main suppliers for the US electric vehicle market until at least 2025, indicated industry sources. The US has begun building...
Friday 15 October 2021
TSMC sees fab capacity stay tight, mulls new fab in Japan
TSMC will see its 12- and 8-inch fab capacities stay tight in 2021 and throughout 2022, and is gearing up for its next stage of growth, said company CEO CC Wei at an earnings earnings...
Thursday 14 October 2021
TSMC expects 4.5% revenue growth in 4Q21
TSMC expects to post revenues of between US$15.4 billion and US$15.7 billion in the fourth quarter of 2021, which is a 4.5% sequential increase at the midpoint. Gross margin and operating...
Thursday 14 October 2021
Top investment opportunities in Asia: Q&A with Christine Tsai CEO and founding partner at 500 Global
Having co-founded 500 Startups (later rebranded to 500 Global) in 2010, Christine Tsai (CT), CEO and founding partner of the company started out with a very different strategy from...
Thursday 14 October 2021
Global unicorns surge in 2021: Interview with Richard Koo, principal at DNX, and Casey Lau, head of Asia at RISE
The number of newborn unicorns has again hit record levels in 2021, following a strong year in 2020. There are more than 800 unicorns around the world as of September of 2021. By...
Thursday 14 October 2021
Power and compound fab capacity to top 10 million wafers monthly in 2023, says SEMI
Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions, worldwide installed capacity for power and compound semiconductor fabs is projected...
Wednesday 13 October 2021
Taiwan DDI suppliers poised to generate significant revenue increases in 2021
Despite uncertainty emerging over the demand outlook for the fourth quarter, Taiwan-based display driver IC (DDI) specialists are all poised to generate signifiant revenue increases...
Wednesday 13 October 2021
Taiwan backend houses gain shifted orders for MOSFETs from Southeast Asia
Taiwan-based backend houses continue to land shifted orders for MOSFET and other power ICs from Southeast Asia, where operations at fabs run by international IDMs are being disrupted...
Wednesday 13 October 2021
Taiwan IC design houses combat rising wafer foundry costs
TSMC's plans to raise its foundry service quotes have caused a stir among its customers. Wafer foundry and packing/testing production capacity prices have been going up. The price...