Even though the Indian government has yet to announce the final list eligible for the US$10 billion incentive scheme for the semiconductor and display fabs, applicants have started looking for customers.

Display driver IC (DDI) specialist Himax Technologies expects to post a 16-20% sequential decline in second-quarter revenue, with gross margin ranging from 43% to 45%.

TDK has announced plans to construct a new factory building at its manufacturing site in Kitakami, Japan’s Iwate Prefecture, for automotive MLCCs. Construction of the factory is scheduled to begin at the end of the company’s fiscal year (March 2023), and will be completed in June 2024.

When the memory industry can no longer leverage Moore’s Law to create new value, it has to find new technologies to establish a new business model that can create new economic value.