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Friday 18 November 2022
Applied Materials forecast signals it is weathering slowdown
Applied Materials Inc., the biggest maker of chip-manufacturing equipment, gave a better-than-feared sales forecast for the current quarter as supply-chain improvements help offset...
Friday 18 November 2022
What if US and China come to stalemate
The US-China tensions have sent many wondering how they should run their businesses. On a few recent occasions when I delivered talks, I asked my audiences to vote on four possible...
Friday 18 November 2022
India's PC market declines by double digits, first time in eight quarters
Despite being a high-growth PC market for the past few years, India was not immune to the global PC slowdown and saw PC shipments down by double digits. Vendors are still busy clearing...
Thursday 17 November 2022
Alibaba mulls spinning off semiconductor arm T-Head
Alibaba Group may not rule out allowing its semiconductor arm T-Head Semiconductor to be spun off as an independent company to facilitate its financing operations, according to industry...
Thursday 17 November 2022
Smartphone AP shipments to China up in 3Q22 with MediaTek gaining share, says DIGITIMES Research
Shipments of application processors (APs) used in smartphones released by China-based brands went up 10.2% sequentially, but down 19.4% on year to reach 199.5 million units in the...
Thursday 17 November 2022
China has largest monthly decline in IC output in October
People argue that the effects of US new export control rules may have just surfaced – China's integrated circuits (IC) output declined by 26.7% year-on-year in October, to 22.5...
Thursday 17 November 2022
Chinese battery makers eyeing huge US IRA business opportunities
Despite US-China tensions remaining intense, Chinese lithium battery cell makers are still eager to set up manufacturing operations in the US, eyeing huge business opportunities brought...
Thursday 17 November 2022
Mobo and graphics card makers to see unit sales, ASPs fall rapidly in 2022
Motherboard and graphics card makers will see their unit sales and ASPs fall rapidly in 2022, and are conservative about their business prospects next year, according to industry...
Wednesday 16 November 2022
China battery cell makers adopt floating quoting schemes for 2023 supply contracts
Main China-based ternary and LFP (lithium iron phosphate) battery cell makers have adopted floating quoting schemes dynamically associated with fluctuations in material cost instead...
Wednesday 16 November 2022
BYD again terminates IPO plan for semiconductor business
As rapidly rising sales of new energy vehicle (NEV) keep driving demand for auto chips, BYD, the largest NEV seller and manufacturer in China, has decided to delay its IPO plan for...
Wednesday 16 November 2022
Taiwan IC substrate suppliers to ramp up capex in 2023
Taiwan-based IC substrate suppliers are expected to continue ramping up their capital expenditures (capex) next year to build additional production capacities for ABF substrates,...
Tuesday 15 November 2022
Biden's chip curbs outdo Trump in forcing world to align on China
President Joe Biden came to office pledging to abandon Donald Trump's with-us-or-against-us approach to China. Instead, he's forcing US partners to pick sides in a deepening global...
Tuesday 15 November 2022
AliCloud commercializes China's first homegrown cloud processor
China's top cloud service provider Alibaba Cloud (AliCloud) has recently announced that its self-developed cloud-native processor Yitian 710 has entered large-scale commercial applications...
Tuesday 15 November 2022
Cleanroom equipment maker Acter upbeat about sales prospects in 4Q22
Cleanroom and turnkey equipment provider Acter continued to enjoy strong demand from Taiwan's and China's chipmaking sectors in the third quarter, when revenue and net profit climbed...
Monday 14 November 2022
ASML is confident sales will grow more than 50% by 2025
Dutch semiconductor equipment maker ASML CEO Peter Wennink told its investors on Nov 11 that the impact of the US-China chip war will have a limited impact on the company and forecast...