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UMC: Semiconductor production capacity in short supply may continue to 2023
Feb
The global semiconductor supply chain capacity continues to be in short supply. Wang Shi, the co-general manager of the foundry UMC, said in an exclusive interview with the Business Times that semiconductor demand continues to be strong, and the production capacity of the mature process of the 8-inch and 12-inch fabs is more obvious, and the capacity shortage has al…
TSMC's board of directors approves Japan's plan to build a factory, and will invest US$186 million to establish a wholly-owned subsidiary
Feb
According to reports, TSMC today announced that at a board meeting held on Tuesday, the company's board of directors approved the plan to establish a wholly-owned subsidiary in Japan.
TSMC said last month that it is evaluating the possibility of establishing a material research and development center in Japan. It is reported that in the context of a pandemic, the…
Chip shortages continue, car manufacturers may usher in new opportunities for core manufacturing
Feb
For automobiles, semiconductor chips are no different from neural networks extending in all directions, which affect the whole body. Especially with the development of automobiles in the direction of electrification, intelligence, networking, and sharing, the demand for massive data processing has rapidly increased the amount of chips, and the proportion of automoti…
Israeli chip manufacturer TowerSEMI will invest an additional US$150 million to increase production capacity
Feb
Tower Semiconductor, an Israeli foundry, announced on Wednesday that it plans to invest another $150 million to increase production capacity. Driven by demand growth, the company predicts that this year's revenue will hit a record high.
Since it was reported that the 8-inch wafer production capacity was tight in mid-2020, news about the shortage of chips has been…
Semiconductor demand continues to rise! Applied Materials' first quarter revenue reached 5.16 billion US dollars
Feb
According to the financial report released by Applied Materials, a semiconductor production equipment manufacturer, on February 18, local time, revenue for the first quarter (previous quarter) of the year ended at the end of January was US$5.16 billion, a year-on-year increase of 24%, which is better than the analysis. Division expected.
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SIA: Excessive unilateral export controls may harm the US semiconductor industry
Feb
Recently, in order to assess the impact of Sino-US trade friction and "decoupling" on major industries in the United States, SIA (American Semiconductor Industry Association) commissioned and sponsored an independent study by the American Chamber of Commerce and Rhodium Group. The report publicly expressed concerns about "the United States' excessive export controls…
According to reports that mainland agents raise prices to solicit MLCCs from Murata, Yageo says it will continue to pay attention to market conditions
Feb
Supply chain sources revealed to the Taiwan Media Central News Agency that the supply and demand of passive components is tight, coupled with the extended delivery period of major Japanese manufacturers, some mainland agents have increased their prices on their own, and solicited multilayer ceramic capacitors from the passive component manufacturer Murata ( MLCC) pr…
TSMC's capital expenditures surged by more than 45%. Can 2021 surpass Zhang Zhongmou's prosperity?
Feb
TSMC’s first legal meeting in 2021 will shock the world. President Wei Zhejia announced that this year’s capital expenditure will be between US$25 billion and US$28 billion, an increase of 45% to 62% over last year, and much higher than the 21 billion originally expected by foreign investment. Around the dollar.
The shocked legal people kept asking questions …
There is a severe shortage of semiconductors, the German automotive industry seeks help from the government
Feb
According to FT reports, German automakers have sought help from the government to alleviate the serious shortage of semiconductors. A semiconductor shortage could paralyze German production.
At the end of last year, the global automobile demand recovered beyond that, leading to a sudden increase in demand for key chips, and semiconductor manufacturers were unabl…
Microsoft's self-developed chip: the end of the "Wintel" myth?
Feb
The myth of the Wintel alliance created by Microsoft and Intel seems to be coming to an end.
Not long ago, Reuters reported that Microsoft is independently developing and designing Arm-based processor chips for its Azure cloud computing servers and Surface series personal computers to reduce dependence on Intel.
As soon as the news came out, Intel's stock pric…
Increase the price by 10%-20%! Renesas, NXP and other chip makers raise prices due to soaring demand for cars
Feb
According to the Nikkei Asian Review, Renesas Electronics, NXP and other chip makers are increasing semiconductor prices for automobiles and telecommunications equipment, mainly to get rid of the impact of soaring demand and limited manufacturing capacity.
Some observers expect the chip shortage will continue for six months and may affect the earnings of automake…
The auto industry is in desperation, the German government seeks Chinese Taiwanese companies to ease the chip shortage
Feb
According to Reuters, Germany has asked relevant departments in Taiwan to help persuade Taiwanese manufacturers to help alleviate the core shortage in the automotive industry.
Due to semiconductor delivery problems, automakers around the world are closing assembly lines. In some cases, the sanctions imposed by former US President Trump on China have exacerbated t…
SEMI calls on the Biden administration to review the Trump administration’s export control policies, and to control exports to China must cooperate with allies
Feb
According to Reuters, SEMI on Monday called for a review of the Trump administration’s export control policies and urged the incoming US Secretary of Commerce to cooperate with allies when selling US technology to China based on national security restrictions.
SEMI, the International Semiconductor Industry Association, stated that the unilateral rules of the pr…
TSMC advanced process assists, AMD's 2020 operating performance exceeds market expectations
Feb
The processor manufacturer AMD announced the fourth quarter of 2020 and the full-year 2020 financial report on the early morning of January 27. Benefited from the strong market demand, AMD’s net profit in the fourth quarter of 2020 reached an astonishing US$1.781 billion, a 948% increase from the US$170 million in the same period in 2019, and an increase from the …
TrendForce Consulting: In 2021, auto market sales will recover, 12-inch automotive semiconductor plants are most in short supply
Feb
TrendForce said that the gradual weakness of the auto market since 2018, coupled with the severe impact of the epidemic in 2020, has made the stocking momentum of major module factories significantly insufficient. However, the global automotive market is recovering in 2021. It is estimated that vehicle sales will rebound from 77 million vehicles last year to 84 mill…