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Tuesday 25 October 2022
Chiplet mass adoption easier said than done
As the semiconductor industry once again frets over the future of Moore's Law, the notion of chiplets has gained traction, especially as the technology has come to be prominently...
Tuesday 25 October 2022
US new semiconductor export control to hit China AI and supercomputer R&D, says DIGITIMES Research
The US government launched a new series of control of semiconductor export to China earlier in October - the move is expected to limit the country in designing and obtaining high-performance...
Tuesday 25 October 2022
Cold War 2.0 is evolving more restrictively than US-Soviet era
The issue of export control restrictions on US nationals or green card holders working in/with China-listed "entity" companies is not new. Rules and regulations have existed governing...
Tuesday 25 October 2022
Leaders in semiconductor in 2030 (4): What GDP and populations mean for industries
The "Art of War" maintains that if you know the date and place of the battle, you can be well-prepared for it even if your troops have to march a thousand miles before engaging the...
Tuesday 25 October 2022
TV panel prices stop falling
LCD TV panel prices have stopped falling after sliding below suppliers' cash-cost levels, according to industry sources. Additionally, aggressive production cuts by panel makers also...
Tuesday 25 October 2022
IC design houses see inventory levels remain high
IC design houses will still be trapped by high inventory levels in the fourth quarter of 2022, as replenishment demand from customers remains slow, according to industry sources.
Monday 24 October 2022
Beware of zero-sum game in US-China chip war that could last a decade
The White House issued National Security Strategy on October 12, revealing plans for the "decisive decade" for competition between democracies and autocracies. Out-competing China...
Monday 24 October 2022
Leaders in semiconductor in 2030 (3): Who makes the rules?
Sun Tzu's "The Art of War" maintains that you "shape" the battle and your enemy will have to play along. By having competitors and even strategic partners play within a pre-determined...
Monday 24 October 2022
TSMC suspends work for Chinese chip startup amid US curbs
TSMC has suspended production of advanced silicon for Chinese startup Biren Technology to ensure compliance with US regulations, according to a person familiar with the matter.
Friday 21 October 2022
Global 200mm fab capacity to surge 20% through 2025, says SEMI
Semiconductor manufacturers worldwide are expected to see their combined 200mm fab capacity increase 20% from 2021 through 2025, adding 13 new 200mm lines as the industry reaches...
Friday 21 October 2022
Empyrean to acquire fellow China EDA firm
Empyrean Technology recently disclosed plans to acquire fellow China-based EDA software company XinDA Design Automation for US$10 million in cash.
Friday 21 October 2022
FPCB maker Complex Micro eyeing car applications as new growth driver
Taiwan-based Complex Micro Interconnection, specializing in flexible PCB (FPCB) for military and other niche market applications, is aggressively cutting into EV charging modules...
Friday 21 October 2022
Large-size DDI oversupply unlikely to ease in 2023
The market for large-size display driver ICs (DDI) will remain oversupplied in 2023, showing no signs of improvement, according to industry sources.
Friday 21 October 2022
South Korea's early exports sink in sign of weakening demand
South Korea's early exports dropped in October, suggesting a weakening of demand that reinforces signs of a slowdown in the global economy.
Friday 21 October 2022
PCB equipment makers remain upbeat about sales outlook
Taiwan's PCB equipment makers remain optimistic about demand prospects despite orders deferral at the request of some customers, with most of them ending the first months of the year...