Semiconductors


2023-10-17

[News] TSMC Expected to Lower Capital Expenditure, Potentially Falling Below $30 Billion for the Year

As TSMC's earnings call approaches, the market is abuzz with rumors that the company may revise down its capital expenditure target for this year. This potential adjustment is believed to be driven by delays in Intel's 3-nanometer outsourcing and the deferral of the production schedule for TSMC's 4-...

2023-10-17

[News] Updates: Kioxia and Western Digital’s NAND Flash Progress towards Merger

As reported by multiple Japanese media, including Kyodo News, Nikkei, and Asahi Shimbun on the 13th and 14th of this month, negotiations for the merger between NAND flash memory giants Kioxia and Western Digital have reportedly reached the final stages. There is a high likelihood that a merger agree...

2023-10-16

[News] Micron Opens Second Smart Manufacturing Fab in Malaysia

Micron has announced a significant expansion in Penang, Malaysia on October 13th. Micron had previously invested $1 billion in Penang and plans to invest another $1 billion over the coming years for the construction and equipping of a state-of-the-art assembly and testing facility. This expansion is...

2023-10-16

[News] Global Push for Semiconductor Supply Chains with TSMC Founder Morris Chang Favoring Japan

TSMC Founder Morris Chang, speaking at a press conference following the TSMC sports event on the 14th, noted that countries around the world are currently building their semiconductor supply chains. In his view, Japan is a more ideal location for this, given the evolving economic landscape, Taiwan's...

2023-10-16

[News] PSMC’s Japanese Venture in Mie Prefecture Awaits Local Support

According to UDN News, Taiwan's semiconductor foundry, Powerchip Semiconductor Manufacturing Corporation (PSMC), is planning to establish a 12-inch wafer plant in Japan, with Mie Prefecture emerging as a probable location. This facility will be part of a burgeoning semiconductor hub that links up wi...

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