Subject


Applied Materials


2024-07-16

[News] China Contributes Over 40% of U.S. Chip Equipment Makers’ Revenue despite Export Controls

Though the U.S. keeps tightening the export controls on the semiconductor sector, major chip equipment makers seem to become increasingly dependent on the Chinese market. According to a report by Nikkei, citing financial data such as Applied Materials and Lam Research, China’s share of sales have ...

2024-07-15

[News] Equipment Manufacturers’ Global Race for Hybrid Bonding Opportunities

Global semiconductor giants are concentrating their R&D efforts on advanced packaging technologies to drive performance enhancements. According to a report from Commercial Times, as packaging technology progresses from 2.5D to 3D, chip stacking technologies have become a showcase for the competi...

2024-07-01

[News] TSMC’s Capital Expenditure to Surge Next Year, Driven by Rising 2nm Demand

TSMC's capital expenditure is set to surge again in 2025 due to strong demand. According to a report from Economic Daily News citing sources, due to continued investment in the most advanced 2nm process and strong demand for 2nm technology, production capacity will be allocated to the Southern Taiwa...

2024-05-27

[News] US Reportedly Expands Investigation into Applied Materials, Possibly due to Concerns of Shipments to SMIC

Applied Materials, the largest US semiconductor equipment manufacturer, has received subpoenas from the US Securities and Exchange Commission as well as the US Attorney’s Office of the District of Massachusetts in February, according to the latest report by Reuters. Citing sources familiar wit...

2024-02-16

[News] Overview of the Latest Financial Reports from the Top Five Equipment Giants Amid the Intense US-China Tech War

The world's top five semiconductor equipment manufacturers have released their latest financial reports, signaling a surge in demand for advanced manufacturing equipment and positive signs of industry recovery. The US has continuously thwarted efforts by equipment suppliers to export advanced mac...

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