Wednesday 20 September 2023
Global 200mm fabs to reach record high capacity by 2026, says SEMI
Semiconductor manufacturers worldwide are projected to increase 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm fabs as the industry reaches a record high of...
Friday 1 September 2023
Taiwan makers in chip supply chain form alliance to expand in US market
Ten Taiwan-based companies in the chipmaking supply chain have formed an alliance to expand their presence in the US market.
Monday 31 July 2023
Concern about chip supply vulnerability arises as China integrates AI into car technology
Generative AI is expected to gain more exposure in future cars. Tesla and some China-based car companies are trying to integrate AI into their technologies. While commercialization...
Thursday 1 June 2023
Global foundry revenue to drop 9% in 2023, says DIGITIMES Research
With the Ukraine war, global inflation, and geopolitical tensions, consumer electronics sales plunged, which further caused a decrease in semiconductor sales. Given the weakened demand...
Thursday 27 April 2023
Honda aims to make over 2 million EVs annually, tapping TSMC for stable chip supply
Honda Motor plans to grow EV market share in North America, China, and Japan with a goal of making more than 2 million vehicles annually by 2030. It has secured collaboration with...
Wednesday 26 April 2023
TSMC, GF strike new contracts with car vendors
TSMC and GlobalFoundries have both struck long-term contracts with car vendors.
Wednesday 29 March 2023
Automotive chip supply turns stable in 2023; Tesla SiC cut unlikely to hurt the market, says DIGITIMES Research
The shortages of automotive chips have been improving since the fourth quarter of 2022, while Tesla's plan to significantly cut its SiC consumption is unlikely to undermine the SiC...
Monday 13 February 2023
GF, GM strike long-term direct supply agreement
General Motors (GM) and GlobalFoundries (GF) have jointly announced a strategic, long-term agreement establishing a dedicated capacity corridor exclusively for GM's chip supply. Through...
Wednesday 1 February 2023
Crucial automotive chip supply remains tight
The supply of some crucial automotive chips, such as smart cockpit-related modules, sensors, advanced driver assistance systems (ADAS), and power semiconductors, is still tight, according...
Thursday 22 December 2022
Crucial automotive chip supply to remain tight in 2023
The supply of crucial automotive chips is expected to stay tight in 2023, which may bring foundries and car vendors closer together, according to industry sources.
Wednesday 14 December 2022
IDMs may ration supply to automotive clients in 2023 on capacity constraint
Automotive IDMs might find it hard to avoid a "rationing system" for their shipments to clients in 2023 due to limited additional capacity support from foundry partners, and they...
Wednesday 7 December 2022
Automotive chip supply likely to stay short before 2024
Automotive chip shortages, despite improving recently, are unlikely to be fully resolved before 2024 as supply growth is unable to catch up with the rapid increase in demand, according...
Wednesday 23 November 2022
TSMC caught in geopolitical shackles for overseas capacity expansions
TSMC reportedly has plans to build a 3nm fab in the US, adjacent to its 5nm fab under construction in Arizona, and also plans to set up a fab in Germany focusing on 28 nm automotive...
Tuesday 1 November 2022
Automotive IGBT supply stays tight
Automotive insulated-gate bipolar transistors (IGBT) and a few other power ICs are still in tight supply, according to sources at IC distributors.
Thursday 20 October 2022
Chip supply becomes ever more critical as US defense industry wakes up to new geopolitical challenge
WIth the passages of the Chips and Science Act, momentum is gaining traction in the United States to re-shore semiconductor manufacturing, as leading industry players like Intel and...
Global wafer foundry industry analysis and forecast, 2022
Global server shipment forecast and industry analysis, 2022
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research