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With an investment of more than 7 billion dollars, the United States actively builds a battery supply chain

Feb 02 128

According to the White House press release, Biden said recently that he would bring back two major industries for the United States: manufacturing and industry, mainly semiconductor and clean energy. He also announced the launch of the American Battery Materials Initiative, which will coordinate the close cooperation between the federal government and the private se…
Following Intel and TSMC, Samsung and SK Hynix placed orders for ASML's next generation 2nm EUV devices

Feb 02 96

According to the Korean media, ASML Financial News said that in the EUV High NA business, the company received additional orders from TWINSCAN EXE: 5200. All current EUV customers have placed orders for the next generation of semiconductor equipment "High NA", including Samsung and SK Hynix. It is reported that the High NA EUV device is a device that increases th…
Russia said that its self-developed lithography machine will come out in 2028, which can produce 7nm chips

Feb 02 123

According to Taiwan media, the Russian Academy of Sciences announced that in 2028, a photolithography machine developed by itself will be available, which can produce 7nm chips. It is reported that after the international sanctions cut off the supply to Russia, Russian chips were in short supply. In addition, the United States, the United Kingdom and the European…
Counterpoint: TSMC's 7/6 nanometer capacity will fall by 10%~20%

Feb 02 95

Counterpoint, a market research organization, estimated that TSMC's capacity utilization of 7nm and 6nm would fall by 10%~20% to 80%~90% in the first half of next year. Before the third quarter of 2022, TSMC's 7/6nm nodes will be its largest revenue component. TSMC pointed out in the recent legal conference that since the fourth quarter, the utilization rate of 7…
It is reported that the automobile manufacturer plans to use advanced technology to produce chips

Feb 02 93

According to industry sources, due to the shortage of mature automotive chips, some global automotive manufacturers are turning to advanced process nodes to manufacture their chips, especially for new models and electric vehicles. According to the Taiwan media Electronic Times, the source pointed out that auto supply chain participants are integrating advanced pr…
LG Display lost more than expected in the third quarter, and plans to cut the investment budget

Feb 02 131

According to Reuters, Korean panel manufacturer LG Display Co Ltd. (LGD for short) lost money for the second consecutive quarter and cut its investment budget due to weak demand for tablets, TVs and smartphones due to inflation and the negative economic outlook. LGD said that due to the war between Russia and Ukraine and the energy crunch, technology product manu…
Qualcomm: The total value of the car business orders increased to 30 billion US dollars

Feb 02 99

On September 22, local time, U.S. chip designer Qualcomm said that its automotive business “pipeline” increased to $30 billion, an increase of more than $10 billion since it announced third-quarter results at the end of July. Qualcomm said at its automotive investor day that future business growth will benefit from Snapdragon digital chassis products used by …
Agency: Apple’s MacBook shipments will reach 22.18 million units in 2022, with market share breaking double digits for the first time

Feb 02 119

On September 23, according to DIGITIMES, industry insiders revealed that compared with Wintel notebooks, Apple’s MacBook sales were relatively stable. With the new MacBook Pro lineup scheduled for the fourth quarter, Apple's notebook market share could hit a nearly five-year high in 2022. The source pointed out that Wintel notebooks are actively clearing invent…
The silicon wafer market has taken a turn for the worse, and the second- and third-tier factories may be the most affected

Feb 02 94

The semiconductor boom has spread to the most upstream silicon wafer material field. According to a report by Digitimes, people familiar with the matter revealed that the market for 8-inch silicon wafers has deteriorated sharply recently, and 12-inch silicon wafer products cannot escape the impact. May be larger than the first-tier factory. Recently, the 8-inch s…
$44 billion new storage enters the fast lane of development

Feb 02 97

New types of memory have already begun to grow and should climb to about $44 billion by 2032, according to a new report from Objective Analysis and Coughlin Associates. Current memory technologies, including flash memory (NAND and NOR), DRAM, and SRAM, although occupying the largest market share today, face potential technical limitations in continuous improvemen…
Industry insiders: IC design firms conservative on demand outlook for Q1 2023

Feb 02 98

According to industry sources, IC design firms are conservative about the demand outlook for the first half of 2023, as inventory adjustments for their downstream customers in the PC and mobile phone markets took longer than expected, Digitimes reported. Sales of laptops, other PCs, mobile phones and other consumer electronics have so far been disappointing in th…
Organization: H1 About 85.81 million front mounted vehicle mounted display panels were shipped worldwide, up 5.6% year on year

Feb 02 123

On September 29, the statistical data of Sigmantell showed that in the first half of 2022, the global total vehicle sales volume was about 37.66 million, down about 10.7% year on year. The global shipment of front mounted vehicle mounted display panels was about 85.81 million pieces (only front mounted), up about 5.6% year on year. The agency estimates that the g…
Memory industry production reduction affects the momentum of silicon wafer manufacturers to pull goods

Feb 02 129

According to Taiwan's Economic Daily, the global memory industry has witnessed a surge of production reduction and a sharp cut in capital expenditure, which has helped reverse the oversupply of memory in the market. The demand for upstream silicon wafers will also be greatly reduced, which is unfavorable to the future market of silicon wafer suppliers such as Huanqi…
Demand for rigid OLED panels drops sharply. Samsung Display will face challenges in rigid capacity digestion next year

Feb 02 92

Recently, DSCC predicted that the OLED panel revenue in 2022 will decrease by 4% year on year to USD 40.3 billion. The main reason is that the growth of IT applications has slowed down, while the smartphone as a mainstream application has declined rapidly. Due to the persistent concern about the macro-economic downturn, while balancing the possible economic reces…