Utilization rates for COF packaging rise
Backend houses' production utilization rates for COF packaging have increased, boosted by a recovery in display driver IC (DDI) demand, according to industry sources.
Source: digitimes.com
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Novatek expects modest sales growth in 2Q23
Display driver IC specialist Novatek Microelectronics expects its revenue to grow slightly in the second quarter of 2023 compared to the previous quarter, thanks to customer replenishment demand.
Source: digitimes.com
Will South Korea's semiconductor sector bounce back from its poor performance as scheduled in 2H23?
With the semiconductor market in a downturn, Samsung Electronics and SK Hynix have seen their 1Q23 performances seriously affected. Although both companies are positive about a semiconductor market recovery in the second half of 2023, South Korean industries have had differing views and are paying close attention to future developments.
Source: digitimes.com
Taiwan PMIC suppliers see increased competition from IDMs
Taiwan-based power management IC (PMIC) producers had previously expressed fear that Europe- and US-based IDMs would return to the consumer PMIC segment, and this appears to be the case.
Source: digitimes.com
TSMC reportedly mulls raising quotes for specific processes
TSMC reportedly is looking to raise pricing for specific orders and processes in the second half of this year or in 2024 in order to maintain stability and profitability, according to industry sources.
Source: digitimes.com