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Tuesday 14 November 2023
How SMIC takes advantage of the semiconductor industry business downcycle for capacity expansion
The most notable point from China's leading foundry SMIC's Q3 conference recently was its counter-trend upward revision of the 2023 capital expenditure to a substantial $7.5 billion...
Tuesday 14 November 2023
IC design houses expect lower foundry prices in 1Q24
Pure-play foundries such as United Microelectronics (UMC), Vanguard International Semiconductor (VIS), and Powerchip Semiconductor Manufacturing (PSMC) may lower their quotations...
Tuesday 14 November 2023
Chinese CPU developer planning shift to 7nm process manufacturing
China government-supported chipmaker Loongson has begun research on its CPU product line entering the next-generation 7nm technology, with development beginning in 2024, according...
Tuesday 14 November 2023
IC design houses see disappointing end-market demand in China
China's Double 11 online shopping festival has failed to generate end-market demand, with only a few brands like Xiaomi reporting decent sales, indicating that China's consumer market...
Monday 13 November 2023
US chip giants reduce chip specs for China to circumvent ban, TSMC to benefit
Amid increased US restrictions on chip exports, major players like Nvidia and Intel are navigating challenges by offering lower-spec products to maintain their dominance in China.
Monday 13 November 2023
Smartphone and PC market rebound only transient? IC designers say consumer demand momentum may not fully recover until 2H24
The landscape of the IC design industry presents a mixed picture regarding the recent upturn in the mobile phone and PC markets. While some IC design companies have delivered promising...
Monday 13 November 2023
China chip industry expert warns against blind pursuit of import substitution
In a keynote speech at the 2023 International Conference on Computer-Aided Design (ICCAD) in Guangzhou, China, Wei Shaojun, who is Vice President of the China Semiconductor Industry...
Monday 13 November 2023
Government incentives for developing semiconductor industry (3): Subsidies for R&D activities
Cash subsidies targeting research and development (R&D) investments and R&D consortiums are conducive to the development of semiconductor technologies, so governments can...
Monday 13 November 2023
Taiwan's Vactronics eyes explosive growth in semiconductor and metaverse sectors following IPO
Vactronics Technologies Inc (VTI), a leading company specializing in optical and semiconductor coatings, is gearing up for a mid-December initial public offering.
Monday 13 November 2023
Can Nvidia and Intel's new China-only GPU versions circumvent US government scrutiny?
Despite the heightened chip ban on China imposed by the US in October 2023 making it more difficult for American chipmakers to find ways to evade export controls, recent news reports...
Monday 13 November 2023
Weekly news roundup: Huawei breaks speed records with Wi-Fi 7 and other top stories
These are the most-read stories during the week of November 6-10:
Monday 13 November 2023
Taiwanese equipment makers venture into OHT market to serve thriving backend houses
As the material handling in each production process of semiconductor factories is moving toward intelligent transportation, Taiwanese equipment manufacturers have evolved from mature...
Friday 10 November 2023
TSMC October revenue hits new high, up 34.8% MoM
Taiwan Semiconductor Manufacturing Company (TSMC) reported robust performance for its October revenue, totaling NT$243.23 billion (US$7.52 billion), up 34.8% from September, thanks...
Friday 10 November 2023
India-based Kaynes Technology ventures into semiconductor manufacturing with new OSAT subsidiary
India-based EMS provider Kaynes Technology plans to set up a subsidiary for outsourced semiconductor assembly and testing (OSAT) business, another Indian company venturing into semiconductor...
Friday 10 November 2023
Japan allocates US$13b for semiconductor and generative AI, including TSMC's Kumamoto plant
In the revised budget for the fiscal year 2023 (April 2023 to March 2024) proposed by the Japanese Ministry of Economy, Trade, and Industry (METI), approximately US$13 billion (JPY2...