Semiconductors


2024-01-16

[News] China’s ICs Imports Decrease in 2023, Chinese Manufacturers Focus on Mature Processes

According to a report by China's financial media outlet Yicai, in 2023, China's import quantity and value of integrated circuits experienced a significant decline, influenced by factors such as the overall downturn in the global chip market and the U.S. ban on the sale of chips to China. The late...

2024-01-15

[News] TSMC’s Earnings Conference on the 18th, Market Focuses on Eight Key Points

According to Commercial Times, TSMC, the leading semiconductor foundry, will hold its investor conference on the 18th. Market attention will be focused on eight key questions, including the 2024 full-year revenue forecast, advanced process development, and progress in overseas facility expansion. ...

2024-01-15

[News] China’s Chip Production Capacity Reportedly Set to Grow 60% in 3 Years, Doubling in 5 Years

According to a report from IJIWEI, research by Barclays analysts indicates that China's chip manufacturing capacity is expected to more than double within the next 5 to 7 years, surpassing market expectations significantly. The analysis of 48 chip manufacturers with production facilities in China su...

2024-01-12

[News] TSMC and PSMC Face Dilemma as Overseas Foundry Costs Skyrocket 2.5 to 4 Times

Various countries are actively developing their semiconductor industries, with Taiwan's semiconductor foundries, including TSMC, UMC, and PSMC, becoming prime targets for local manufacturing facilities. TSMC has established plants in the United States, Germany, and Japan, while PSMC, in addition to ...

2024-01-12

[News] Memory Giants Plan DDR5, HBM Expansion; No Immediate Impact on Taiwanese DDR4 Pricing

The recovery of the memory industry is evident, with Taiwanese companies such as Macronix, Nanya Technology, and Transcend all showing month-on-month revenue growth in December last year. Additionally, contract prices for DRAM and NAND Flash are expected to continue rising in the first quarter of 20...

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