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NEWS TAGGED YOLE
Friday 14 July 2023
TSMC and Samsung to be less of a duopoly in open foundry market, says Yole Intelligence
As the US is spending tens of billions in attracting investments to solidify its leadership in the global semiconductor ecosystem, analysts forecast the US and its European allies...
Wednesday 12 July 2023
Impacts of China's gallium export control on the supply chain
The Chinese government has recently announced without prior warning that it will control exports of gallium and germanium metals. The announcement has received extensive media coverage,...
Monday 15 May 2023
Co-packaged optics market to grow sharply on AI/ML advancement
The overall data communication optics market is expected to grow sharply in the next decade, driven by the ever-larger dataset of AI and machine learning (ML) models, with co-packaged...
Wednesday 8 March 2023
China supply chain players see little impact of Tesla SiC cut
Though taken aback by Tesla announcing a 75% cut in SiC demand for its future vehicles, China's SiC substrate suppliers including SICC and Tony Electronic have indicated their production...
Thursday 2 March 2023
400G optical communication solutions entering growth period in 2023
Despite uncertain macro environments worldwide, 400G (Gbps) optical communications solutions will enter a growth period in 2023, which will enable many related players including LuxNet...
Friday 10 February 2023
Japanese SiC equipment makers are cautious to big orders from new clients. Why?
International vendors of SiC manufacturing equipment have seen their delivery lead times extended to 1.5-2 years due to supply falling short of demand, driving impressive financial...
Friday 10 February 2023
DRAM modules and DIMM chipsets boosted by DDR5 technology, says Yole
After an abrupt decline in 2019 followed by two positive years in 2020 and 2021, the DRAM market rapidly entered a new downward phase in the second half of 2022, according to France-based...
Tuesday 31 January 2023
China LiDAR startup plans US listing
Shanghai-based LiDAR startup Hesai Technology is looking to raise an estimated US$150 million via a US IPO, according to industry sources.
Wednesday 7 December 2022
Automotive chip supply likely to stay short before 2024
Automotive chip shortages, despite improving recently, are unlikely to be fully resolved before 2024 as supply growth is unable to catch up with the rapid increase in demand, according...
Tuesday 25 October 2022
SiC wafer industry status

Introduction

Wednesday 7 September 2022
China keenly developing homegrown IGBT power chips for vehicles
Chinese chipmakers are keen on developing homegrown automotive power semiconductors, particularly IGBT chips and modules long in shortage, looking to replace part of foreign supplies...
Friday 17 June 2022
Substrate-free FOPLP technology gaining ground in advanced packaging market
Chip demand for 5G, AI, and automotive applications continues to grow robustly, but substrates needed to process related chips will remain in short supply until at least 2025, which...
Friday 17 September 2021
AiP packaging demand set to be stimulated by new iPhone
With the new-generation iPhones equipped with more antenna-in-package (AiP) modules, AiP packaging demand will be rising along with the iPhone sales, according to industry sources.
Tuesday 3 December 2019
Market of RF components for telecom infrastructure to be shaken by active antenna systems, says Yole
The radio frequency (RF) front-end (FE) market for telecom infrastructure, estimated at US$1.47 billion in 2018, is forecast to reach US$2.52 billion in 2025, according to Yole Dev...
Friday 30 November 2018
SSL technologies integration transforming automotive lighting industry, says Yole
SSL technologies, which represented 57% of automotive lighting value in 2017, is likely to reach 85% by 2023, according to research firm Yole Developpement.
Global wafer foundry industry analysis and forecast, 2022
DIGITIMES Research Special Report Databases
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