Articles


2023-12-05

[News] TSMC May Reduce Next Year’s Capital Expenditure, Affecting Orders for Equipment & Testing-Related Companies

Market speculations rumored that TSMC might cut its capital expenditure for next year to USD 28-30 billion. This potential reduction, ranging from 6.3% to 12.5% compared to this year, is attributed to the shared use of certain process equipment and the utilization of deferred budgets from the curren...

2023-12-05

[News] Revival for Smartphone Panels! Surging Demand from Huawei’s New Models and Customer Stockpiling Propel AMOLED Prices

According to TechNews' report, after a prolonged period of price suppression in the mobile panel market, there has been an upswing in demand since the end of the second quarter, as customer inventories have reached a turning point. The report further quoted industry sources, stating that the incr...

2023-12-05

[News] Global Chip Equipment Sales Plummet by 11%, Taiwan Nearly Halves, China Breaks Records

In the Q3 of 2023 (July-September), global sales of semiconductor manufacturing equipment faced a substantial 11% decline, marking the most significant drop in four years and the second consecutive quarter of contraction. Notably, Taiwan's market saw a nearly 50% reduction in sales, while the Chines...

2023-12-04

[News] Chinese panel makers cut production to shield TV panel prices, opening opportunities for Taiwanese firms

China's top panel makers, including BOE, TCL CSOT, HKC, and CEC-CHOT, are cutting production to support TV panel prices. Speculations indicate a capacity utilization drop below 60% in the first quarter, benefiting Taiwanese panel companies like Innolux and AUO. Despite these efforts, industry source...

2023-12-04

[News] Silicon Photonics Reshapes the Future; TSMC, ASE Ready to Seize Market Share

According to a report from Taiwan's Commercial Times, industry experts assert that Silicon Photonics (SiPh) is poised to revolutionize the cloud industry as communication transmission speeds surge beyond 1.6 Tbps. Utilizing Co-Packaged Optics (CPO) for integration, SiPh combines optical components a...

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