Supply chain restructuring and resilience

In “The New Critical Era of Supply Chains Restructuring and Resilience Strengthening” forum hosted recently by DIGITIMES Asia, experts from IC distributors – WPG Holdings’ chief marketing and sales officer IJ Hsu and WT Microelectronics’ CMO James Wen – discussed with DIGITIMES Asia president Colley Hwang key issues such as semiconductor supply and demand, China lockdowns, geopolitics and decentralized production system.

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SEMI: Semiconductor material market to increase nearly 9% to US$69.8 billion in 2022

In a press release promoting the Strategic Material Summit scheduled to be held in September during the week of SEMICON Taiwan 2022, Terry Tsao, President of SEMI Taiwan and the association’s global chief marketing officer, cited a SEMI report indicating that the overall semiconductor material market size is likely to grow 8.6% in 2022 and reach US$69.8 billion, a new record high.

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Chinese foundries brace for further sanctions, but EDA industry remains unprepared

Former US president Donald Trump successfully prevented ASML from shipping its EUV lithography machines to China in 2019, and talks of further extending the ban to DUV machines have never stopped since Joe Biden was elected to office in 2021. ASML previously confirmed that it had discussed relevant matters with the Biden administration, but nothing concrete has come out of it: A DUV ban is never in sight. Nevertheless, Chinese foundries like SMIC have been procuring lithography machines from the second-hand market in preparation for such a scenario.

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