specialty process


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...

2023-11-15

Oversupply or Blue Ocean Shift? China’s Next Step in Specialty Process

In the previous articles (China Strives to Break Through U.S. Restrictions in Mature Processes, Aiming for Over 30% Global Share by 2027 and China’s Wafer Fabs Hits 44 with Future Expansion 32, Mainly Targeting on The Mature Process) we explored the overall layout of Chinese wafer fab and develo...

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