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iPhone lacks chip, reduce production million? Parts manufacturers are skeptical
Feb
Recently, foreign media reported that due to the shortage of chip, the iPhone 13 will reduce production this year, with total capacity below expectations. However, according to industry sources revealed that the orders of Apple's new iPhone suppliers have not decreased.
According to Digitimes, Apple is expected to produce 90 million new iPhone models at the end o…
TSMC is developing to enhance 3 nano-wafer process is expected to be larger mass production in the second half of 2023
Feb
In a paid article in Foreign Media Digitimes, not only TSMC has a large-scale production of 3 nano-chip, but also talked about the reinforced 3 nano-wafer called N3E, but the actual name is not yet determined. The enhanced 5 nano-process currently used in large-scale production Apple A15 Bionic is called N5P, so it will be interesting if TSMC adheres to N3E or seeks…
North Korea News: Half of total investment, Japan will subsidize 500 billion yen for Taixiao Construction Plant
Feb
TSMC plans to set up a factory in Japan, and the market is highlighted by the Japanese government to subsidize half cost. Daily reports reminded that the Japanese government must grab the balance of economic security and fair competition, otherwise it may violate the WTO (WTO) provisions.
When the Japanese Prime Minister San Tian Xiong on the evening of the 14th,…
Samsung Electro-Mechanics confirms termination of RFPCB business. Who will take over Apple's order?
Feb
"Samsung Electro-Mechanics has officially confirmed that it will end its RFPCB (Rigid-flex PCB) business. As one of its RFPCB customers, who will take over Apple's orders has attracted attention in the industry.
According to a Korean media theElec report, RFPCB is used to connect the OLED panel and the motherboard. Its soft and hard combination characteristics ma…
The slowdown in terminal demand is not necessarily a bad thing for IC design houses?
Feb
"According to industry sources, despite the recent slowdown in demand for consumer electronic equipment in the terminal market, IC design companies still intend to continue to increase inventory levels of specific chips. For second-tier design houses, the slowdown in terminal demand may help their product portfolio tilt toward new products.
The “Electronic Time…
ASML Q3 net profit has an increase of nearly 70%, which plans to cancel the remaining stock repurchase plan
Feb
On the 20th of the local time, ASML announced the third quarter of 2021, net profit of 1.7 billion euros, an increase of 67.6% from the previous quarter, net sales 5.241 billion euros, an increase of 30.4% from the previous quarter. The company intends to cancel the remaining repurchase plan. According to the previous announcement, ASML plans to repurchase 9 billion…
Customer resistance! According to industry sources, it is more difficult for IC design companies to raise quotations
Feb
According to industry sources, as customers are increasingly reluctant to accept further price increases, IC design companies in Taiwan, especially companies engaged in consumer IC design, are facing pressure to pass on costs.
The digitimes report pointed out that the source said that IC design companies have increased their quotations for the third and fourth qu…
Intel's third-quarter revenue was $19.192 billion, net profit increased by 60% year-on-year
Feb
According to reports, Intel today announced the company's 2021 fiscal third quarter earnings report. The report shows that Intel’s third-quarter revenue was US$19.192 billion, an increase of 5% compared to US$18.333 billion in the same period last year; net profit was US$6.823 billion, an increase of 60% compared to US$4.276 billion in the same period last year. E…
Intel's European chip factory may settle in Italy: negotiations are now in the late stages
Feb
Three people familiar with the matter said today that the Italian government is drafting an offer to try to persuade Intel to invest billions of euros in Italy to build a semiconductor factory. Intel CEO Pat Gelsinger (Pat Gelsinger) said at the end of April this year that Intel is seeking 8 billion euros (about 9.7 billion US dollars) in public subsidies to build a…
Industry: TSMC’s capital expenditure next year is expected to reach US$35 billion, an annual increase of 16.7%
Feb
With the accelerated installation of TSMC’s new plant and the expansion of investment in Japan, the United States, and the new plant in Nanjing, China, the equipment factory estimates that TSMC’s capital expenditure in 2022 is US$33-35 billion, an increase of 10% from the US$30 billion in 2021. -16.7%, hitting a record high.
According to Taiwanese media "Busi…
The European Automobile Manufacturers Association calls for reducing dependence on Asia, otherwise the lack of chip crisis or repeats
Feb
The fierce competition for chips in the entire industry has caused automakers to switch back and forth between production cuts and shutdowns this year. Due to the lack of sufficient chips, car sales in Europe fell by 23% last month to the lowest level since 1995. In response, Oliver Zipse, Chairman of the European Automobile Manufacturers Association (ACEA) and CEO …
The chip crisis has prevented a large number of cars from being produced by India's top automakers, and orders cannot be delivered
Feb
Due to the shortage of semiconductor chips and soaring raw material costs disrupting the production of India's largest automaker, Maruti Suzuki said it will not achieve double-digit sales growth this year.
Maruti Suzuki Chairman Bhargava said on Wednesday’s earnings conference call: “We did not expect to lose so much production in the second quarter due to th…
Semiconductor companies lack chips, lack of personnel, or push parts and materials prices
Feb
According to TechRadar, an industry survey shows that there is no mitigation of the shortage of semiconductor shortage, and it is expected to continue until the second half of 2022.
According to the report released by the IPC, only 10% of the enterprise accepting the survey, the company said that its supplier's inventory is increasing, about five-fifth companies …
Institution: It is expected that SK Hynix Q3 profit is increased, and the memory market will follow Q2 recovery next year.
Feb
The New Korean Financial Investment Company (Shinhan Investment Corp. issued a report, said SK HYNIX is expected to operate in the third quarter of this year, 4.1 trillion won, an increase of 52.2% from the previous month. Strong growth may be pushed by the ASP of DRAM and NAND, both of which increased by 8% from the quarter.
The report pointed out that the marke…
Rumored Mediatek is required to lead the Taiwan millimeter wave 5G chip supply chain
Feb
According to industry sources, the manufacturers of RF and PA equipment in Taiwan, China hopes that Mediatek can lead the local supply chain to deal with Qualcomm in the development of millimeters of 5G market competition.
Digitimes reported that the sources said that Qualcomm currently produces millimeters of 5G Pa products in the 12-inch CMOS in the 12-inch waf…