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Suffering from a shortage of chips, Sony refuses to accept orders for digital cameras
Feb
"According to Nikkei Asia, the Sony Group has taken unusual measures, that is, not accepting orders for some digital cameras. This reflects the impact of semiconductor shortages on the entire industry.
Before the key year-end shopping festival comes, digital camera shipments usually climb in October and November. The lack of stock during peak seasons may further …
Reuters: Samsung spends $17 billion to build a 5nm plant in Texas, USA
Feb
According to a Reuters report on November 24, Samsung Electronics chose Taylor, Texas as the location of the new plant, which cost $17 billion.
Samsung said in a statement that the plant will create 2,000 high-tech jobs, construction will begin in the first half of next year, and mass production is expected to begin in the second half of 2024. Texas Governor Greg…
New cooperation model? TSMC outsources part of the CoWoS process to OSAT
Feb
According to industry sources, TSMC has outsourced part of the CoWoS packaging business process to OSATs such as ASE, Sipin, and Amkor, especially for small-volume customized products.
CoWoS (Chip On Wafer On Substrate) is a 2.5D packaging technology that first connects the chip to the silicon wafer through the Chip on Wafer (CoW) packaging process, and then conn…
Infineon calls on automakers to reconsider the "just in time" supply chain strategy
Feb
As the global component shortage continues, German chip giant Infineon urges automakers to reconsider their "just-in-time" supply chain strategy and start building semiconductor inventories instead.
According to the Nikkei Asian Review, Helmut Gassel, Infineon’s chief marketing officer and member of the management committee, said that the company is a leading a…
Sino-US semiconductor competition, can Mexico become the back garden of the US supply chain?
Feb
The Peterson Institute for International Economics (PIIE) and the Center for Strategic and International Studies (CSIS) in the United States released a collection of research briefings in October 2021 to discuss the opportunities and challenges of transferring the US supply chain to Mexico. Some scholars expressed their views on the impact of the restart of the dial…
Apple has lost $6 billion in revenue from chip shortages! Lack of materials may be until next season
Feb
Apple’s revenue jumped 29% last quarter, and iPhone revenue jumped 47% to $38.9 billion, but the amount was not as good as analysts expected. The reason was that the “chip shortage” caused a loss of $6 billion in revenue last quarter. Apple also warned , The impact of the chip shortage this season may be even greater, causing investors to worry about Apple’s…
Semiconductor demand may decline quarter by quarter in 2022, weak consumer demand hits design houses
Feb
Market sources said that after nearly two years, as the epidemic in many countries continues to recede, the global semiconductor shortage is expected to ease, and demand will decline quarter by quarter in 2022, especially in the second half of the year.
According to the "Electronic Times" quoting the above-mentioned person, although semiconductors will still be t…
Samsung plans to substantially increase production capacity, the market is worried about insufficient customer support leading to overcapacity
Feb
The global chip shortage has disrupted the production of key industries from automobiles to smartphones. Samsung Electronics recently disclosed plans to triple its foundry capacity by 2026, but the market is concerned that this bold move may be due to insufficient customer support. This leads to a high risk of overcapacity.
According to digitimes, in the latest e…
The United States attempts to reshape the global supply chain, South Korea’s EV battery industry may face a severe blow
Feb
For some time, the U.S. government has successively announced a package of policies aimed at addressing the vulnerabilities of the supply chain in key areas and encouraging manufacturing to return to the United States to ensure national economic security. In this regard, the Korea Economic Research Institute (Korea Economic Research Institute) pointed out in the lat…
Reuters: Lenovo's Q2 profit increased by 65%, but the challenge of chip shortage still exists
Feb
According to Reuters, Lenovo, the world's largest personal computer manufacturer, said that although the group announced a 65% profit growth in the second quarter on Thursday, the global chip shortage remains a challenge.
The company said it was able to achieve greater growth than the market by ensuring more component supplies than its peers, but it also acknowle…
The network chip supply gap in the first half of next year may reach 20%, and manufacturers have already stocked up in advance
Feb
Recently, network equipment manufacturers have delivered brilliant third-quarter financial reports, achieving continuous growth in gross profit margins. Many manufacturers are optimistic that demand will continue to pull goods next year, but pointed out that the shortage of chips and components will continue, coupled with the port plug problem , Which will bring unc…
Amkor announced plans to initially invest 200-250 million US dollars to build an assembly plant in Bac Ninh, Vietnam
Feb
Semiconductor packaging and testing service provider Amkor announced today that it plans to build a smart factory in Bac Ninh, Vietnam. The first phase of the new plant will focus on providing SiP assembly and testing solutions for the world's leading semiconductor and electronics manufacturing companies.
Giel Rutten, President and CEO of Amkor, said, “This is …
Supply chain news said that the shortage of server parts will continue until the middle of next year
Feb
"Supply chain sources said that due to strong server market demand, the shortage of server production parts will continue until mid-2022. It remains to be seen whether the industry can achieve a balance between supply and demand in the second half of next year.
According to digitimes, sources pointed out that server manufacturers, especially those without the sup…
South Korean organization: U.S., Japan, and European semiconductor equipment manufacturers monopolize AI patents, dragging down local competitiveness
Feb
"An investigation in the South Korean industry shows that American, Japanese, and European companies actually monopolize the AI patents of South Korean semiconductor equipment. The key to improving semiconductor production efficiency is AI technology, and the industry is worried that the competitiveness of South Korean semiconductor equipment will be affected.…
The shortage of automotive chips is alleviated! Toyota, Nissan and other automakers plan to increase production
Feb
"Toyota, Nissan and other automakers plan to increase production, which has greatly reversed the recent trend of production cuts caused by chip shortages.
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