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The supply of semiconductor equipment has entered a vicious circle, and the delivery time of core components has been extended to more than half a year
Feb
As the demand for semiconductor equipment has increased significantly, there has been a bottleneck in the supply of components. The lead time for advanced components required for semiconductor manufacturing equipment has been more than 2 times longer than usual. Equipment supply has entered a vicious circle due to rising raw material prices and shortages of equipmen…
Korean media: Korean companies look forward to the US IPEF plan to solve the relationship with the Japanese supply chain
Feb
South Korean companies have high hopes for the imminent launch of a new U.S.-led economic plan, dubbed the "Indo-Pacific Economic Framework" (IPEF), to address supply chain disruptions and improve deteriorating relations with Japan. But they remain cautious about the anti-China tone of the new plan.
According to the "Korea Herald" report, the issue of South Korea…
Adding a semiconductor factory in Singapore? TSMC: No possibility is ruled out
Feb
On May 19, according to the Taiwanese media "Economic Daily", TSMC Singapore itself has an SSMC fab. Recently, it was reported that Singapore officials intend to invite TSMC to build a local semiconductor factory. In this regard, TSMC briefly pointed out this evening, "We do not Any possibility is ruled out, but TSMC currently does not have any concrete plans."
A…
Industry says TSMC will commercialize CoWoS-L technology within 2 years
Feb
According to industry sources, TSMC has determined that its latest CoWoS process variant, CoWoS-L, is the only solution for 4 times the full reticle size in a 2.5D package. It is working with HPC chip customers to jointly address the challenges on the substrate side. It is expected to be released in 2023-2024. Commercial production began in 2010.
According to Dig…
MLCC prices may rebound in the second half of the year, and the auto market will become a strong growth point
Feb
Since the second half of last year, affected by factors such as the continued epidemic and the shortage of chips, the consumer electronics industry has ushered in a wave of cutting orders, which has led to a further decline in the market demand for MLCCs, and the market price of MLCCs has returned to the price reduction model. Entering 2022, this situation will cont…
British Conservative MP: The British government should take action to avoid Arm's "drums and flowers"
Feb
The Financial Times recently published an article by Tom Tugendhat, a British Conservative MP and member of the British Foreign Affairs Select Committee. The article believes that the British government should act to save Arm.
The article believes that after the Brexit referendum, the British government was eager to show the world that it really wanted to go glob…
Building the next ASML? It is rumored that the Netherlands will invest 1.1 billion euros to cultivate silicon photonics technology companies
Feb
The Netherlands has decided to invest 1.1 billion euros to promote the development of a new generation of silicon photonics technology companies in preparation for the creation of the next ASML. This will mean intense competition between countries and companies around the commercialization of next-generation semiconductor technologies.
According to ETNews, of the…
Apple chip supplier ready to start producing 2nm chips as early as 2025
Feb
According to DigiTimes, Apple may adopt the 2-nanometer process for its iPhone and Mac chips as early as 2025, as the company's main chip supplier TSMC has launched a plan to enable the process in the early stages of that year. All of Apple's newest chips today use the 5nm process, including the A15 Bionic in the iPhone 13 series and the entire M1 chip family.
Ac…
The global mature process mask supply is in short supply, and supply chain pressure emerges
Feb
The global supply of photomasks with mature processes of 28nm and above continues to be tight, with higher prices and longer delivery times.
According to SEMI data, the overall size of the photomask market has grown from $4.4 billion in 2020 to $5 billion in 2021, and is expected to reach $5.2 billion this year.
The major independent reticle maker, Toppan, est…
The resumption application has been approved! ON Semiconductor Shanghai Global Distribution Center is preparing to resume work
Feb
Recently, the news that the American auto chip company ON Semiconductor plans to close the Shanghai distribution center has attracted much attention, and now things have turned around.
On April 25, an ON Semiconductor spokesperson told Jiemian News, "ON Semiconductor has applied to the Shanghai government for resumption of work, and it has been approved. At prese…
UMC Japan subsidiary will cooperate with Denso to manufacture automotive power semiconductors
Feb
UMC, a Taiwan-based wafer foundry, announced today (26) that UMC's Japanese subsidiary USJC will cooperate with Denso (DENSO) in the manufacture of automotive power semiconductors, and will build an IGBT production line for DENSO.
It is reported that DENSO will provide its system-oriented IGBT components and process technology, while USJC will provide 12-inch waf…
China's epidemic control causes shipments to slow down, Texas Instruments cuts Q2 revenue forecast by 10%
Feb
On the 26th local time, Texas Instruments released its second-quarter financial forecast, with revenue of US$4.2 billion to US$4.8 billion, lower than analysts' estimates of US$4.96 billion, and profit of US$1.84-2.26 per share, lower than the average estimate of 2.28 Dollar.
According to Bloomberg, Texas Instruments said it was forced to slash its revenue foreca…
Bloomberg: Diversified business has achieved remarkable results, and Qualcomm's new fiscal quarter revenue is higher than analysts' expectations
Feb
Qualcomm, the world's largest smartphone chip maker, has made a strong forecast for sales this quarter, Bloomberg reported on April 27.
Qualcomm said on Wednesday that fiscal third-quarter revenue would be between $10.5 billion and $11.3 billion, above the average analyst estimate of $9.97 billion.
The outlook helps dispel industry concerns about a slowdown in…
Intel's Q2 financial forecast was lower than expected, mainly due to weak PC demand and epidemic control
Feb
On Thursday (28th) local time, Intel released its second-quarter financial forecast, predicting revenue and earnings per share of $18 billion and $0.70, respectively, lower than analysts' average estimates of $18.38 billion and $0.83.
Rising inflation, a resurgence of the virus in China and uncertainty over the conflict between Russia and Ukraine have hurt Intel …
Nikkei: Toshiba will produce data center hard drives in China, plans to double production capacity in fiscal 2025
Feb
On May 5, Nikkei Asia reported that Toshiba will soon start producing hard disk drives for data centers in China, and plans to increase global nearline storage capacity from fiscal 2020 by fiscal 2025 as storage demand increases. The annual level has nearly doubled.
The company will ship out samples as early as June, and then start mass production in July.
Tos…