Key iPhone supplier warns smartphone demand will continue to fall
Murata Manufacturing expects this year’s drop in smartphone sales to keep going well into 2023, led by a sharp downturn in China.
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Oct
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Oct
Taiwan wafer foundry industry, 3Q22
The four leading Taiwan-based foundries – TSMC, UMC, PSMC and VIS – together are on course to generate revenues exceeding US$90 billion in 2022, soaring 31.8% from a year ago.
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Oct
China still capable of developing edge AI chips
Despite the US’ latest restrictions on exports of advanced-node chips and related manufacturing equipment to China, China will still be capable of developing its homegrown AI chips for edge computing applications, according to industry sources.
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Oct
Chip supply becomes ever more critical as US defense industry wakes up to new geopolitical challenge
WIth the passages of the Chips and Science Act, momentum is gaining traction in the United States to re-shore semiconductor manufacturing, as leading industry players like Intel and Micron announce new investments on domestic manufacturing capabilities one after another. For the US, experiences from the chip shortage crisis from the past two years have elevated supply chain to become a critical national security issue, in the sense that not only automotive and consumer electronics industries were hurt – the US defense industry felt the pinch as well.
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Oct
AUO conservative about investment in PV production in US
While US Inflation Reduction Act (IRA) offers 30% investment tax credit to encourage establishment of PV power-generating facilities and subsidies for manufacturing of PV products in the US, AU Optronics (AUO) keeps looking on, and will not invest to set up a PV module factory in the US for the time being, said company Energy Business vice president Lin Tien-yu.
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Oct
India’s L&T Tech partners with Qualcomm for Industry 4.0
Indian telecommunications companies have begun rolling out 5G services across the country, beginning with a grand announcement from the prime minister himself. Promising unprecedented speed and efficiency, telecoms are wooing their customers to the next generation of mobile technology.
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Oct
Leaders in semiconductor in 2030 (1): No more peace and prosperity
Sun Tzu’s” Art of War” maintains that a good warrior relies on his or her ability to take advantage of the situation to win the war rather than on the efforts of others. A small country cannot control the game, but it can still take advantage of the situation and find a way to respond to it.
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Oct
TSMC’s Mark Liu wants TSIA members to ‘rest assured and focus on Taiwan’
Chairman of TSMC Mark Liu, also the chairman of Taiwan Semiconductor Industry Association (TSIA), said in the association’s 2022 annual conference on October 19 that “people should focus on developing Taiwan’s semiconductor industry and rest assured”, while acknowledging the fact that external pressure from the US-China trade war and the tension across the Taiwan strait has brought severe challenges to all industries, including the semiconductor industry itself.
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Oct
CWTC expects 12-16% sales decline in 4Q22
IC packaging leadframe specialist Chang Wah Technology (CWTC) expects to post a revenue decline of 12-16% sequentially in the fourth quarter of 2022.
20
Oct
AIC puts more focus on niche-market servers
Taiwan-based server maker AIC is putting more focus on niche-market servers and is cautiously optimistic about overall shipments in 2023, mainly driven by the easing of server chip shortages.