Page 11 - Chips Components News Today

Order visibility for the traditional peak season in the second half of this year is still unclear going into the second quarter, according to a number of IC design houses.

With TSMC revising its outlook for 2023 and voicing greater caution about inventory adjustments at its fabless customers, the prospect for Taiwan-based IC design houses to see a pick-up in demand momentum in the second half is dim.

I recently visited former ITRI president Chintay Shih in Hsinchu. Shih said he joined ITRI in 1973, and the next year he took part in the RCA semiconductor program. That was half a century ago. He said he worked his way up to become president of ITIR before retiring 20 years ago. And since then, he has been teaching at National Tsing Hua University (NTUH). Over the past five decades he has been focused on semiconductors in two different job positions. He must be very happy that the semiconductor...

Qualcomm intends to increase orders for III-V semiconductor foundries capable of providing much lower quotes, according to industry sources.

Since the South Korean government started gathering import and export data on the ICT sector in 1996, the export value in March 2022 reached US$23.26 billion, a record high. However, fast forward to March 2023, ICT exports have declined for nine consecutive months and have reported a 30% annual decrease compared to 2022.

SK Hynix has announced the development of its 12-layer HBM3 product with a 24GB memory capacity, the industrys largest, with customer performance evaluation of samples currently underway.

Himax CEO Jordan Wu noted at a forum concerning Taiwans IC design that many Taiwanese IC design houses have been able to achieve profitability. But despite the profits, they are still striving to secure government support or even trying to influence the governments policies. Why is that so? Wu pointed out that IC design is a knowledge-intensive sector that attracts global attention. Policies concerning IC design are unlike those for most other industry sectors and their making must take internat...

The German state of Saxony is expanding scientific cooperation with Taiwan.

Vedanta, the front-runner among applicants for Indias INR760 billion (US$92 billion) semiconductor and display fabs incentive scheme, is looking to begin chipmaking in 2027 and may establish an OSAT plant as well as a wafer fab.

As the US restricts beneficiaries under the CHIPS Act from greatly expanding or upgrading their investments in China, analysts believe that global memory production will tilt toward South Korea and the US, with Samsung and SK Hynix benefiting the most.