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The off-season effect of semiconductor packaging and testing plants may be extended, and the prices of second and third tier plants have been adjusted
Feb
According to Taiwan media MoneyDJ, with the ebb of consumer electronics demand, the inventory of the semiconductor industry chain has been reduced and extended, and the off-season effect may be more significant than in previous years. The "volume and price drop" of sealed test OEM may be unavoidable, and the price has been adjusted by the second and third tier facto…
The gross profit margin of VIS Q4 is still maintained, and the capacity is adjusted to help customers balance inventory
Feb
VIS held a law conference today, and the released data showed that the revenue in the fourth quarter continued to decrease to less than NT $10 billion, but the gross profit margin of 39% - 41% was still maintained compared with 45% in the third quarter. Huang Huilan, Deputy General Manager and Chief Financial Officer of VIS, pointed out that the company was mainly w…
Sony exceeded its sales target of 18 million PS5 units this fiscal year and set it at 23 million units next fiscal year
Feb
Sony's share price recorded the largest intraday increase since 2017. Previously, the company said that the output of PlayStation 5 in the last quarter was better than expected, and now its goal is to exceed the sales target of this fiscal year.
Sony also raised its full year operating profit forecast by 5%, mainly due to the weak yen. The company reported that s…
The United States and the Netherlands will hold a new round of negotiations on restricting China's access to advanced chip technology this month
Feb
According to Bloomberg, the United States and the Netherlands are expected to hold a new round of negotiations this month to restrict China's access to advanced chip technology. During this period, the United States will increase pressure on its allies to prevent ASML from supplying to China.
According to insiders, Tarun Chhabra, a senior official of the National…
The terminal inventory level is much higher than expected, and the mobile phone chip duo MediaTek/Qualcomm may start a price war
Feb
MediaTek and Qualcomm, the world's top two mobile phone chip manufacturers, have successively released conservative outlook for the future market, highlighting the severe market situation. As the terminal inventory level is much higher than expected, a new wave of chip haggling between mobile phone chips is imminent in order to reduce inventory.
Industry insiders…
Powered by flagship chip Dimensity 9000 series, MediaTek accelerates its penetration in high-end SoC market
Feb
On November 4, the data released by Counterpoint Research, a research organization, showed that MediaTek has kept ahead in the global and Chinese smartphone chip market share for the past eight quarters, and its share in the global handset chip market climbed from 33% in the third quarter of 2020 to 39% in the second quarter of 2022, which means MediaTek is accelera…
China’s IC imports decreases in number in the first ten months of this year but increases in value
Feb
China’s IC imports numbered 458.02 billion, a decrease of 13.2%, and valued at RMB2.31 trillion($319.67 billion), an increase of 3%, in the first ten months of 2022, showed data from China’s General Administration of Customs(GAC), JW Insights reported.
China’s total import and export value was RMB34.62 trillion ($4.79 trillion), an increase of 9.5% over the…
Institution: There are two major trends in the global notebook computer market in 2023 that deserve special attention
Feb
It has been more than a year since the price of TV panel fell from a high level. Chromebook fell from the cloud for a year. The demand for other epidemics during the epidemic also declined significantly. After 10 years of growth, the number of Netflix users declined for the first time in the first quarter of 2022. Sony said that players were going outdoors, which af…
Intel lost the lawsuit! The court rejected the accusation that Fortress was suspected of monopoly
Feb
An appeals court in the United States said on Tuesday that Intel had failed to prove that Fortress was suspected of hoarding patents and threatening technology companies.
According to Reuters, the Ninth Circuit Court of Appeals upheld the decision of the California Federal Court to dismiss Intel's lawsuit, and did not find that Fortress, a subsidiary of Softbank …
Intel's stub based disadvantage makes it impossible to regroup due to layoffs and division
Feb
Due to the weak PC market, Intel plans to cut thousands of employees to cut costs, which may be announced together with the third quarter financial report on October 27 as soon as possible. There is also news in the market that Intel will split chip design and chip manufacturing.
Vivek Arya, an analyst at Bank of America, was worried about Intel's core strategy I…
US "Chip Sanctions Rules" teleconference: export control aims to help the US maintain its technological advantages
Feb
According to Bloomberg, the US Department of Commerce held a teleconference on "Chip Sanctions Rules" yesterday (13). An official announced that the Biden government restricted the export of semiconductor technology to China, aiming to help the US maintain the largest technological advantage possible.
At the meeting, officials also mentioned the national security…
The PC market is cold, and the days of processors are tough
Feb
Under the economic recession caused by multiple factors, the PC market continues to suffer a "cold wave", and both processors are also experiencing new pain.
According to US media quoting insiders, Intel is planning large-scale layoffs, or thousands of people. AMD's third quarter financial report is expected to be about $5.6 billion, much lower than the previous …
TrendForce: It is estimated that the market output value of virtual shooting LED display in 2022 will be 431 million dollars, an increase of 52% over the previous year
Feb
According to the latest report of TrendForce (Jibang Consulting), "2023 Global LED Display Market Outlook and Price Cost Analysis", the global LED display market for virtual photography applications will be about 283 million dollars in 2021. It is estimated that the market output value of virtual photography LED display will steadily increase to 431 million dollars …
TrendForce: The total server shipment will increase by 3.7% in 2003
Feb
TrendForce, a research institute, recently predicted that in 2023, the global total server shipment will increase by about 3.7%, down from the forecast level of 5.1% this year.
The agency said that the slowdown was affected by three factors: first, the supply bottleneck was loosened, and the buyer adjusted the early excess orders. Second, under the influence of i…
Agency: It is estimated that the 8-inch production capacity of Chinese Mainland will account for 21% of the world's total this year
Feb
According to the latest data from the International Semiconductor Industry Association (SEMI), by 2025, the production capacity of 8-inch silicon wafers dominated by cars and power devices in Chinese Mainland will increase by 20%.
The International Semiconductor Industry Association said in its latest "2025 8-inch Wafer Factory Outlook" report that global semicon…