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South Korea’s semiconductor industry growth plan is drafted, and tax reduction or exemption may increase to 40%
Feb
South Korea’s Ministry of Trade, Industry and Energy recently announced a draft plan for the growth of the semiconductor industry. The plan includes large-scale tax cuts and assistance for infrastructure expansion. In addition, industrial clusters of semiconductor equipment, materials and component suppliers will be established in the metropolitan area. It is repo…
Responding to the "battery shortage" GM and LG spent US$2.3 billion to build a second electric car battery factory in the United States
Feb
At a time when global supply chain problems frequently arise, "battery shortage" has become a risk that car companies cannot ignore. According to Reuters, General Motors and South Korean joint venture partner LG Energy Solutions recently stated that it plans to spend US$2.3 billion to build a second electric vehicle battery plant in Spring Hill, Tennessee.
The fa…
Lack of core continues! The Korean auto industry will only be able to produce less than 120,000 cars
Feb
According to the Korea Times, the shortage of chips has affected the world's major automakers, and the Korean auto industry is also deeply threatened by the domino effect caused by this. At present, major local automakers such as Hyundai, Kia and General Motors (Korea) have closed plants one after another.
It is reported that the suspension of production by car f…
Renesas fire follow-up: suspension of production for one month, fear of expanding supply of MCUs for impact vehicles
Feb
Japanese car chip manufacturer Renesas (Renesas) has a fire in its factory in Ibaraki Prefecture, Japan. Renesas CEO Hideri Shibata said in a subsequent press conference that it will take about a month to reproduce products after the factory fire.
Subsequently, Renesas Electronics also issued a statement stating that the cause of the fire in the initial investiga…
Applied Materials’ US$3.5 billion acquisition of International Electric Corporation faces termination due to China
Feb
According to the Nikkei Asian Review, Applied Materials' acquisition of Kokusai Electric from investment company KKR for US$3.5 billion failed to obtain approval from Chinese regulators. As the deadline for the transaction is approaching, this jeopardizes the transaction.
Applied stated that the purchase agreement may have been terminated on March 19, 2021 in acc…
Taiwan Media: Increasing prices and grabbing wafer foundry capacity will become a new normal
Feb
Recently, a fire on a 12-inch chip production line in Renesas Electronics has further added to the shortage of automotive chips. Industry insiders pointed out that it will become a new normal for chip suppliers to provide higher prices to win more capacity support from wafer foundries.
digitimes reported that industry sources revealed that this year TSMC’s matu…
Taiwan issued a water limit order for 5 stops and 2 TSMC: Will not affect production in the short term
Feb
A few days ago, China’s Taiwan region officially issued a water restriction order: Miaoli and Taichung will use a 5-day stop for 2-day water supply from April 6th, while the Science Park will use a 15% water-saving method. However, the Zhunan Science Park and Guangyuan Science Park in Miaoli will cooperate with the implementation of 5 stop 2.
In this regard, TS…
Countries are racing to support the construction of fabs analysts warn of possible over-construction
Feb
The shortage of production capacity highlights the global dependence on chip supply in Taiwan, and governments around the world are promoting the construction of their own semiconductor factories. However, in addition to the consensus that measures must be taken to ensure the security of the supply chain, disagreements between countries on related strategies are eme…
Smith Group: The semiconductor supply chain is too concentrated in Asia
Feb
According to "Financial Times" news, British industrial giant Smith Group CEO Andy Reynolds Smith (Andy Reynolds Smith) criticized the semiconductor supply chain is too concentrated in Asia. He warned that the supply chain may be disrupted due to the shortage of key semiconductor components worldwide.
"Asia has too much production." He said, "demand is growing no…
Nikkei: Sino-US semiconductor dispute makes global chip manufacturing more dependent on China's Taiwan region
Feb
To what extent has the global chip shortage affected the supply chain? The Nikkei Asian Review wrote an analysis on March 28 that the semiconductor technology dispute between China and the United States has made the world more dependent on advanced chip manufacturing in Taiwan.
From the beginning of the article, a "secret" was revealed: On the morning of March 5,…
TSMC increases foundry prices for driver chips, increasing the risk of shortages in panel makers and terminal makers
Feb
Recently, it is reported that after UMC, World Advanced, Power Semiconductor Manufacturing Co., Ltd., the unbearable TSMC will increase its driver chip foundry quotation from April, and the driver chip price increase will further upgrade, and panel manufacturers and terminal manufacturers will Understand greater operating pressure.
Isaiah’s survey pointed out t…
Optical Lens Subsidiary Falsified Accounts, Sharp's Mid-term Operational Plan Is Delayed
Feb
According to MoneyDJ reports, due to factors such as fraudulent accounting by its optical lens subsidiary Kantatsu, Sharp once again postponed the announcement of its mid-term operating plan.
Sharp President and CEO Dai Zhengwu stated in a letter to employees that the mid-term operation plan scheduled to be announced before the end of March 2021 will be postponed…
Micron’s second-quarter revenue increased by 30% year-on-year, and multiple factors stabilized memory chip market demand
Feb
According to news on April 1, on March 31, local time, Micron Technology announced the financial report for the second fiscal quarter of 2021.
According to the financial report, Micron Technology’s revenue for the second fiscal quarter of 2021 was US$6.24 billion (approximately RMB 40.88 billion), a year-on-year increase of 30%; net profit was US$ 1.1 billion (…
Samsung Electronics confirmed to attend the White House meeting to discuss the global chip shortage problem
Feb
High-level officials from the United States, Japan and South Korea will hold tripartite talks in Maryland on the 2nd. The White House said that the three parties will discuss the security of the chip supply chain. South Korean chip maker Samsung Electronics has also confirmed that it will attend a White House meeting later to discuss solutions with other companies i…
Incomplete material preparation will exacerbate the shortage of chips, which may be difficult to alleviate this year
Feb
According to the Economic Daily News, semiconductor production capacity is in short supply. The industry believes that the problem of long and short materials due to uneven stocking may aggravate the shortage of chips. Semiconductor manufacturers generally expect that this year's shortage will be difficult to alleviate.
The long-term expectation means that the ma…