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Wednesday 20 September 2023
Vietnam sees closer US economic ties post-diplomatic upgrade
Vietnam's Prime Minister Pham Minh Chinh is pressing for closer economic and technological ties with the US during his trip to America a week after the two countries upgraded diplomatic ties.
Wednesday 20 September 2023
Space lab startups Axiom, Vellon Space, Yuri visiting Taiwan for partnerships, connected by TAcc+
To align with global space industry development trends and establish comprehensive solutions for Taiwan's space industry, Taiwan Accelerator Plus (TAcc+), a Taiwanese government-sponsored startup accelerator has formed cooperation with international accelerators and organizations to invite overseas SpaceTech startups to visit Taiwan for a whole month, starting August 15.
Wednesday 20 September 2023
Taiwan, US delegations explore cybersecurity, 5G, EV cooperation and investment opportunities at Taipei forum
A Taiwan-US supply chain partnership forum held in Taipei alongside the US Business Day on September 19 saw delegations of government and corporate representatives from both sides exploring investment and cooperation opportunities in the fields of cybersecurity, 5G communication and electric vehicles. Key American delegates included Laurie Locascio, director of the US National Institute of Standards and Technology (NIST) and concurrently the Under Secretary of Commerce for Standards and Technology, as well as Arizona governor Katie Hobbs and New Mexico governor Michelle Lujan Grisham.
Wednesday 20 September 2023
China strives to produce cell phone peripheral ICs locally
Huawei's Mate 60 Pro has been shown to be equipped with only locally-produced SoCs and no peripheral chips from US-based companies. This revelation is part of the greater trend in China to source materials locally.
Wednesday 20 September 2023
Chinese OSAT firms experience widespread financial downturn, anticipating rebound in 2024
Amid the downturn in the semiconductor industry, China-based major OSAT players are seeing a sharp drop in their growth, and some even witnessed net losses for the first half of the year. China-based OSAT companies expect recovery to arrive in 2024.
Wednesday 20 September 2023
Equipment suppliers upbeat about demand generated by AI wave
Chipmaking and PCB production equipment suppliers are bullish on advanced chip demand as a result of a surge in AI servers and related products, according to industry sources.
Wednesday 20 September 2023
TSMC enters agreement with Saxony to foster semiconductor talent
Taiwan Semiconductor Manufacturing Co. Ltd (TSMC) signed an agreement with the Saxon Science Liaison Office Taiwan and TU Dresden on September 19 in Taipei to address the semiconductor talent shortage problem in Europe and prepare for its future operations in Germany.
Wednesday 20 September 2023
Taiwan OSATs step up SiPh deployment
Taiwan-based OSATs, such as ASE Technology and Winstek Semiconductor, have stepped up their silicon photonics (SiPh) deployments and are evaluating its potential in furthering advanced packaging, according to industry sources.
Wednesday 20 September 2023
Global 200mm fabs to reach record high capacity by 2026, says SEMI
Semiconductor manufacturers worldwide are projected to increase 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm fabs as the industry reaches a record high of more than 7.7 million wafers per month, according to SEMI.
Tuesday 19 September 2023
Germany's Saxony to send interns to TSMC to foster chip talent
The German state of Saxony and Taiwan Semiconductor Manufacturing Co. are working together on an exchange program that will bring Dresden students to Taiwan for internships in a push to foster chip talent.
Tuesday 19 September 2023
TSMC and Arizona discussing advanced chip packaging investment
Taiwan Semiconductor Manufacturing Co. and Arizona authorities are talking about adding advanced chip packaging capacity to the chipmaker's plants in the state, Governor Katie Hobbs said in Taipei on Tuesday.
Tuesday 19 September 2023
AI boom sparks silicon photonics applications
Silicon photonics technology was hotly discussed during the SEMICON Taiwan 2023. At the Silicon Photonics Global Summit held September 5 alongside the exhibition, I was invited to join discussions with experts from TSMC, ASE, Industrial Technology Research Institute (ITRI), US-based Cisco Systems and Advantest of Japan, with ASE CEO Tien Wu serving as the moderator. Together, we delved into the role that Si photonics technology can play in the era of artificial intelligence (AI). The following are my views presented on this topic.
Tuesday 19 September 2023
Intel extends FPGA family to seize opportunities from cloud to edge
To strengthen its position in data centers, Intel invested US$16.7 billion in 2015 to acquire FPGA manufacturer Altera, actively integrating Xeon processors with FPGA technology, which has gradually paid off in recent years.
Tuesday 19 September 2023
Packaging material distributors see stable demand for automotive, advanced packaging
Semiconductor material distributors, such as Niching Industrial, Chang Wah Technology (CWTC), Topco Scientific, and Wahlee Industrial, continue to observe relatively stable demand for automotive chips and advanced packaging, while demand for mass-market consumer devices remains slow, according to industry sources.
Tuesday 19 September 2023
EPC optimistic about GaN sector
Efficient Power Conversion (EPC) is optimistic about GaN despite geopolitical challenges and the changing landscape in the compound semiconductor sector.
Tuesday 19 September 2023
Intel gearing up for glass substrate production for advanced packaging
Intel has announced that its first glass substrate for next-generation advanced packaging will enter mass production between 2026 and 2030.
Tuesday 19 September 2023
GaN power components will be cheaper than silicon ones, says EPC
Gallium Nitride (GaN) semiconductor company Efficient Power Conversion (EPC) is taking a fresh stab at the power component landscape, challenging the longstanding silicon hegemony. The US-based firm recently made headlines due to its ongoing patent battle with China-based GaN leader, Innoscience.
Monday 18 September 2023
MediaTek investment in Arm reflects strategy in diversifying IPs and architecture
Arm successfully launched its IPO on Nasdaq on September 14, and Taiwan's leading IC design company, MediaTek, has also announced a US$25 million investment (approximately NT$800 million) to acquire about 0.05% of Arm's shares.
Monday 18 September 2023
Can generative AI shorten China's IC design learning curve? Q&A with UC Berkeley Prof. Alberto Sangiovanni-Vincentelli (Part 1)
Alberto Sangiovanni-Vincentelli, professor and Edgar L. and Harold H. Buttner Chair of Electrical Engineering and Computer Science Department at the University of California, Berkeley, sat down to an exclusive interview with DIGITIMES Asia at the sidelines of SEMICON Taiwan 2023 on September 8. As a legend who created two of the world's most prominent electronic design automation (EDA) companies and who has accumulated decades of knowledge and experience in the semiconductor industry, Professor Sangiovanni-Vincentelli shed light on how far generative AI can go as a tool to advance the semiconductor industry. He also shared his thoughts on the solution of geopolitical tensions surrounding the semiconductor supply chain. Here is part one of the interview:
Monday 18 September 2023
Chinese home appliance makers aim for vertical applications through self-developed chips
As the smart home ecosystem continues to expand and the AI application trend rages on, many traditional Chinese home appliance makers like TCL, Hisense, Midea, and Gree are observing the massive business opportunity in the vertical application market. Thus, they are deepening their involvement in smart home application scenarios like edge computing AI chips and MCUs.
Monday 18 September 2023
Flash supply chain sees inventory restocking; Macronix and Phison expect growth in the second half of the year
With NAND flash spot prices seeing a recent bounce back, the market expected that the atmosphere of industry-wide price increases will help customers restart procurement, which can lead to an improvement in NOR Flash demand. Macronix president Chih-Yuan Lu stated that Macronix's average utilization rate has converged and capacity has recovered to around 80%. Macronix's NOR prices are 30–40% higher than its peers. If customer orders meet expectations, the company's fourth-quarter performance is expected to be better than the third quarter.
Monday 18 September 2023
India approves Tata's ATMP project
Following iPhone case manufacturing, Tata Group plans to set up an ATMP facility in southern India, which may be the first such facility set up by an Indian conglomerate.
Monday 18 September 2023
Foxconn to double employment in india
V. Lee, the Foxconn representative in India, said in a LinkedIn post that the group aims for another doubling of employment, FDI, and business size in India. Lee did not elaborate on the timeline of Foxconn's expansion plan in India. According to Reuters, Foxconn employs 40,000 people in India.
Monday 18 September 2023
Fujitsu combines quantum-inspired technology and AI in business applications
In a recent interview with DIGITIMES Asia, Fujitsu Executive Director of Strategic Alliance Unit Taisuke Iwai finds digital annealing is the game changer in the field of quantum computing.
Monday 18 September 2023
Favite AI AOI equipment able to inspect 100 million LEDs in 6 minutes
Taiwan-based Favite, dedicated to supplying AOI (automatic optical inspection) equipment, has newly incorporated AI into its products, while also applying them to microLED and microOLED production processes, able to inspect 100 million LEDs in just six minutes, according to Minnie Wang, company vice president and spokesperson.
2023 Supply Chain Summit
DIGITIMES Research Special Report Databases
Geopolitics may bring dramatic shifts in semiconductor industry
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