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Monday 7 August 2023
Taiwan supply chain partners cautious about new iPhone sales outlook
All the new iPhone series for 2023 are very likely to feature Dynamic Island display technology, but Taiwanese partners in the supply chain, such as camera modules...
Monday 31 July 2023
TSMC reportedly invited to set up CoWoS packaging capacity in US, Japan
In light of the severe shortage of CoWoS (chip-on-wafer-on-substrate) packaging capacity for AI GPUs now in hot demand, the US and Japan reportedly are aggressively re-inviting TSMC...
Friday 14 July 2023
With protectionism intensifying in China, how should Taiwan's semiconductor supply chain respond?
Amid the ongoing US-China trade war, Chinese communication system giants such as Huawei and ZTE have taken a low-key approach on the international stage, but back in their home country,...
Thursday 29 June 2023
IC backend industry supply chains in Eastern Europe, Southeast Asia expanding
As semiconductor firms such as IDM Intel and OSAT ASE Technology increase their local investments, packaging and testing supply chains are expanding in Eastern Europe and Southeast...
Wednesday 3 May 2023
OSATs remain cautious about handset IC demand
OSATs remain cautious about handset IC demand despite the emergence of short lead-time orders, according to industry sources.
Wednesday 26 April 2023
OSATs continue to cut prices to maintain utilization rates
Leading Taiwan-based OSATs including Powertech Technology (PTI) and ASE Group are reducing prices amid ongoing cost pressures, according to industry sources.
Tuesday 18 April 2023
3D fabric business pushes TSMC into top 3 largest OSATs
TSMC came in as the world's third-largest OSAT when including its advanced packaging 3D fabric platform in 2022, according to market research quoted by China-based OSATs.
Wednesday 12 April 2023
Mobile phone AP supply chain expects recovery in 3Q23
Semiconductor backend packaging and testing and mobile phone power amplifier (PA) companies agree that visibility for large-scale orders is still unclear going into the second quarter...
Tuesday 11 April 2023
Taiwan-based OSATs post better-than-expected sales for March
Taiwan-based OSATs, including ASE Technology Holding (ASEH), Powertech Technology and King Yuan Electronics (KYEC), have reported better-than-expected sales for March, indicating...
Thursday 30 March 2023
ASE steps up deployment in automotive electronics sector
Taiwanese OSAT ASE Technology Holding (ASE) continues to enhance its solutions for automotive ICs including sensors, electronic control units (ECU), and power devices, stepping up...
Monday 27 March 2023
AMD's AI strategy to drive OSAT sales in China and Taiwan
As Nvidia founder Jensen Huang observed the "iPhone moment for AI", AMD has also strengthened its role in artificial intelligence (AI). The GPU/CPU provider has reportedly set up...
Friday 17 March 2023
Taiwan OSATs consider Mexico as regional operations base to help partners expand in US
Taiwan-based OSATs, many of which are involved with TSMC and other chipmakers, are considering Mexico as their regional base of operations to assist partners looking to expand into...
Tuesday 14 March 2023
ASE subsidiary USI targets RFID and industrial control SHD; sees promise of smart storage in Amazon, Alibaba
In an era where e-commerce continues to penetrate all levels of corporations and an AI wave is sweeping across the globe, smart systems have been pushing traditional storage management...
Wednesday 8 February 2023
IC test interface solution providers to start seeing HPC chip demand recovery in 2H23
High-performance computing (HPC) chip demand has been difficult for IC test interface solution vendors to predict, but they anticipate recovery could start in the second half of 20...
Wednesday 21 December 2022
Government subsidies may allow China IC backend houses to cut prices
With China stepping up the subsidizing of its IC industry, China-based IC backend houses would be able to initiate effective price cuts to attract orders in 2023, according to industry...
2023 Supply Chain Summit
Global server shipment forecast and industry analysis, 2022
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research