Wednesday 20 September 2023
India's oldest discrete semiconductor provider sets up ATMP lines
India-based Continental Device India (CDIL Semiconductors) announced a comeback in the semiconductor manufacturing business, with two ATMP lines expected on board. The oldest discrete semiconductor provider in India is looking to capitalize on the rising demand for electronics and a growing ecosystem in India.
Wednesday 20 September 2023
Equipment suppliers upbeat about demand generated by AI wave
Chipmaking and PCB production equipment suppliers are bullish on advanced chip demand as a result of a surge in AI servers and related products, according to industry sources.
Tuesday 19 September 2023
PCB maker TPT expects new Vietnam plant to start production in 4Q23
Taiwan PCB Techvest (TPT) is constructing a new plant in Vietnam that will manufacture PCBs for primarily automotive and network device applications, and expects it to be fully operational and ready for production in the fourth quarter of 2023.
Tuesday 19 September 2023
Packaging material distributors see stable demand for automotive, advanced packaging
Semiconductor material distributors, such as Niching Industrial, Chang Wah Technology (CWTC), Topco Scientific, and Wahlee Industrial, continue to observe relatively stable demand for automotive chips and advanced packaging, while demand for mass-market consumer devices remains slow, according to industry sources.
Tuesday 19 September 2023
EPC optimistic about GaN sector
Efficient Power Conversion (EPC) is optimistic about GaN despite geopolitical challenges and the changing landscape in the compound semiconductor sector.
Tuesday 19 September 2023
GaN power components will be cheaper than silicon ones, says EPC
Gallium Nitride (GaN) semiconductor company Efficient Power Conversion (EPC) is taking a fresh stab at the power component landscape, challenging the longstanding silicon hegemony. The US-based firm recently made headlines due to its ongoing patent battle with China-based GaN leader, Innoscience.
Monday 18 September 2023
Thai student talent matchmaking platform formed to help Taiwanese PCB makers operating in Thailand
The Taiwan Printed Circuit Association (TPCA) and the Thailand Trade and Economic Office (TTEO) recently jointly held the inaugural "Thai Student PCB Job Fair" aiming to help Taiwanese PCB makers address the urgent need for Thai talent to serve at their newly expanded manufacturing facilities in Thailand.
Monday 18 September 2023
Motherboard makers raise shipment targets as AI server demands soar
The semiconductor industry's correction period has already exceeded one year due to weak demand for smartphones and notebook computers. Nevertheless, there is a light at the end of the tunnel – applications created by generative AI are propelling robust growth for AI servers, but what comes as a surprise is the strong shipment growth seen by motherboard manufacturers.
Monday 18 September 2023
Can generative AI shorten China's IC design learning curve? Q&A with UC Berkeley Prof. Alberto Sangiovanni-Vincentelli (Part 1)
Alberto Sangiovanni-Vincentelli, professor and Edgar L. and Harold H. Buttner Chair of Electrical Engineering and Computer Science Department at the University of California, Berkeley, sat down to an exclusive interview with DIGITIMES Asia at the sidelines of SEMICON Taiwan 2023 on September 8. As a legend who created two of the world's most prominent electronic design automation (EDA) companies and who has accumulated decades of knowledge and experience in the semiconductor industry, Professor Sangiovanni-Vincentelli shed light on how far generative AI can go as a tool to advance the semiconductor industry. He also shared his thoughts on the solution of geopolitical tensions surrounding the semiconductor supply chain. Here is part one of the interview:
Monday 18 September 2023
Flash supply chain sees inventory restocking; Macronix and Phison expect growth in the second half of the year
With NAND flash spot prices seeing a recent bounce back, the market expected that the atmosphere of industry-wide price increases will help customers restart procurement, which can lead to an improvement in NOR Flash demand. Macronix president Chih-Yuan Lu stated that Macronix's average utilization rate has converged and capacity has recovered to around 80%. Macronix's NOR prices are 30–40% higher than its peers. If customer orders meet expectations, the company's fourth-quarter performance is expected to be better than the third quarter.
Monday 18 September 2023
India-based PCB manufacturer plans to launch first made-in-India PC motherboard
Noida-based Sahasra Electronic Solutions, an affiliate with Sahasra Group, intends to launch the first made-in-India computer motherboard in November.
Monday 18 September 2023
Fujitsu combines quantum-inspired technology and AI in business applications
In a recent interview with DIGITIMES Asia, Fujitsu Executive Director of Strategic Alliance Unit Taisuke Iwai finds digital annealing is the game changer in the field of quantum computing.
Friday 15 September 2023
GaAs makers eyeing aerospace, military and satellite communications opportunities
Taiwanese gallium arsenide (GaAs) manufacturers are looking to capitalize on prospects in aerospace, defense, and satellite communications, according to industry sources.
Friday 15 September 2023
IC leadframe suppliers brace for profit decrease in 2023
IC packaging leadframe suppliers are bracing for on-year profit decreases in 2023, as demand for automotive chips cannot offset the impact of diminishing consumer chip demand, according to industry sources.
Thursday 14 September 2023
Taiwanese MCU and diode suppliers eyeing Indian market potential
As India emerges as a global electronics manufacturing hub, Taiwan-based electronics suppliers are participating in Electronica India 2023, looking to expand their presence in the large market.
Wednesday 13 September 2023
Passive component makers look to automotive for 2H23 growth
Taiwan-based passive component makers continue to experience sluggish demand for consumer electronics, placing their hopes on demand for automotive applications to fuel second-half revenue growth, according to industry sources.
Wednesday 13 September 2023
Taiwan FPCB output value estimated to resume growth in 2024 after falling 12.6% in 2023
Taiwan's flexible PCB (FPCB) production value is estimated to slip 12.6% on year to US$17.2 billion in 2023, primarily due to high inventory and sluggish demand for consumer electronics, but is expected to return to a growth track in 2024, according to a global FPCB market outlook report jointly released by the Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center under the government-funded Industrial Technology Research Institute (ITRI).
Wednesday 13 September 2023
Lithuanian firms, ITRI to co-build femtosecond laser tech R&D center in Taiwan
Lithuania, now dominating over 80% of global supply of femtosecond laser resources, has seen 14 local enterprises in the sector collaborate with Taiwan's government-funded Industrial Technology Research Institute (ITRI) to set up the Ultrafast Laser Technology Research and Innovation Center in southern Taiwan for the joint development of next-generation femtosecond laser processing equipment targeting both medical and industrial-grade applications. Both parties will each contribute EUR1.5 million to the new facility.
Wednesday 13 September 2023
Innovation at 355: three aspects of innovation at Merck
In the words of John Lee, chairman of Merck Group Taiwan, innovation is a key factor behind human progress. As a German company with a 355-year history, Merck has been able to weather challenges not just because of its commitment to sustainability management, but also its capacity to drive innovation.
Wednesday 13 September 2023
China +1: Four regions emerge as new manufacturing hubs
As the trade and tech conflicts between China and the US escalate, there's a burgeoning trend among international businesses to hedge their bets despite the large local market in China. Many companies are implementing a "China+1" risk diversification plan, looking beyond China for new regional manufacturing bases.
Wednesday 13 September 2023
Sustained rise in chip inventories amid sluggish smartphone and PC demands
Partly attributable to the influence of generative AI, the semiconductor sector has stabilized after its decline. Nonetheless, the industry continues to anticipate a complete rebound as both the smartphone and PC industries remain in their downturns.
Tuesday 12 September 2023
AI and HPC chips boost the verification and analysis business
Driven by the AI frenzy, high-performance computing (HPC) chips are becoming pivotal in the semiconductor landscape, spotlighting advanced packaging technologies like CoWoS. Heat dissipation characteristics in HPC chips packaged through advanced techniques are now a focal point, and this trend has bolstered the operational performance of semiconductor verification and reliability analysis (RA) labs.
Tuesday 12 September 2023
Samsung, SK Hynix to catch up with TSMC in IC packaging with government help
According to Korean media Money S, the South Korean government and major semiconductor firms have signed a "Semiconductor Advanced Packaging Technology Cooperation Development Agreement" to collaborate in advanced IC packaging technology research and development (R&D), so to secure South Korea's competitiveness in next-generation technologies.
Tuesday 12 September 2023
Thermalytica sees potential of high-end insulation materials for corporate ESG and consumer products
Thermalytica, a spin-off startup from Japan's National Institute of Materials Science (NIMS), has developed an ultra-low density and lightweight silica-based thermal insulation material. The material, TIISA, is revolutionary in its structure; its volume can expand up to ten times larger than traditional aerogel when compared at the same weight.
Tuesday 12 September 2023
ABF substrate shortage may return in 2024
ABF substrates may experience a reversal from a 5% oversupply in 2023 to a 5–8% shortage in 2024-2025, according to industry sources.
Global wafer foundry industry analysis and forecast, 2022
Global server shipment forecast and industry analysis, 2022
The rise of top 10 IC design houses in China
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