Articles


2023-11-13

[News] UMC, VIS, PSMC Cut Prices for Mature Process Wafers to Boost Production

Mature process foundries are locked in a battle to uphold a 60% capacity utilization rate. Reports indicate that major players, including UMC, Vanguard International Semiconductor (VIS), and PSMC, are slashing prices significantly for the first quarter of the coming year to salvage their capacity ut...

2023-11-13

[News] YMTC Files Lawsuit Against Micron Alleging Patent Infringement Over 3D NAND Technology Battle

Mainland China's 3D NAND flash memory manufacturer, Yangtze Memory Technologies Co. (YMTC), filed a lawsuit against the U.S. memory chip leader, Micron Technology, on November 9th in the Northern District Court of California. The lawsuit accuses Micron of infringing upon eight of YMTC's U.S. patents...

2023-11-13

[News] TSMC’s CoWoS Demand Surges from NVIDIA, Apple, AMD, Broadcom, Marvell, Monthly Capacity Up 120% in 2024

The demand for TSMC's CoWoS advanced packaging is skyrocketing. Following NVIDIA's expansion confirmation in October, there are reports in the industry that major clients like Apple, AMD, Broadcom, Marvell, and others are also placing additional orders with TSMC. To meet the demands of these five...

2023-11-13

[Report Highlights] Huawei Kirin Chip Renaissance and New Smartphone Surges

Huawei sticks to a low-key strategy, opting for understated smartphone launches. Contrary to expectations, the recent Huawei Autumn 2023 Launch Conference took an unexpectedly subdued tone. The much-anticipated Mate 60 Pro, believed to be the star of the show, received only a brief mention, leavi...

2023-11-13

[In-Depth Analyses] Can Smartphone Brands Succeed as They Swarm into In-House Chip Development?

As the global semiconductor supply chain based on specialization, the design and development of Application Processors (AP) or System on Chip (SoC) for smartphones primarily fall under the responsibility of IC design houses. In the wake of Apple's notable success in pioneering in-house chips, other ...

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