Page 23 - Foundry News Today

Even though there seems to be quite a delay in Indias semiconductor manufacturing plans, local experts insist on its necessity for economic growth, technological development, and strategic autonomy. India is one of the largest consumers of semiconductors in the world, with applications ranging from smartphones and computers to automobiles and defense.

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With TSMC also reportedly to slow down capacity expansions in Taiwan, IC design houses will find it even more difficult to expect a downturn in their chips foundry costs, according to industry sources.

South Koreas March semiconductor exports slipped 34.5% on year amid sluggish market demand, and Taiwan also failed to stay unscathed but with a lower export decline of only 13.4% in the month, according to government statistics released by both countries.

Arm and Intel Foundry Services (IFS) have announced a multigeneration collaboration in which chip designers will be able to build low-power system-on-chips (SoC) using Intel 18A technology. The collaboration will first focus on mobile SoC designs, but will eventually allow for design extensions into automotive, IoT, data center, aerospace, and government applications.

FOUNDRY OF EXCELLENCE – KUHN SPECIAL STEEL

Chinas focus on the development of mature-node process technology for ICs may provide it with a bargaining advantage, according to industry observers.

Sharp increases in global demand for advanced and mature chip manufacturing processes continued to significantly bolster equipment purchases by TSMC and other Taiwanese foundry peers in the fourth quarter of 2022, according to statistics released by Taiwans Ministry of Economic Affairs (MOEA).

With TSMC customers cutting back on orders or delaying shipment pull-in in the first quarter of 2023, market doubts are emerging about whether the foundrys overall business operations could be turning weak, with its revenues widely believed to see a single-digit sequential fall in the second quarter. At its upcoming earnings call conference slated for April 20, TSMC CEO C. C. Wei is expected to address a spate of major market doubts and set the semiconductor development trend for the second half...

TSMC revenue for March 2023 fell over 10% on both sequential and on-year bases, according to the companys latest report.