Woodstock Wire: Semiconductor News

February 25, 2024

SEMI: Global semiconductor manufacturing industry expected to recover in 2024

Media -- SemiMedia - According to the latest report from SEMI, the global semiconductor manufacturing industry is recovering, with electronic products and IC sales growing in the last quarter of 2023, and more growth is expected...

February 25, 2024 07:19 AM

China's chip imports and exports fell in 2023

Media -- DIGITIMES - According to data from the General Administration of Customs of the People's Republic of China (GACC), semiconductor imports and exports fell in 2023 for the second consecutive year.

February 25, 2024 07:17 AM

Analog Devices Raises Quarterly Dividend By 7%

Business Wire -- Analog Devices, Inc. (NASDAQ: ADI), a global semiconductor leader, today announced that its Board of Directors has voted to increase its quarterly dividend from $0.86 per outstanding share of common stock to $0.92, which represents an increase of 7% and...

February 25, 2024 07:17 AM

GlobalFoundries bags a $1.5bn government grant

Media -- Evertiq - The US government has awarded USD 1.5 billion to contract chipmaker GlobalFoundries. The firm will use the funds to build a new site in New York and expand existing operations in Vermont.

February 25, 2024 07:00 AM

TSMC expects strong rebound in 2024 driven by dominance in AI chip manufacturing

Media -- DIGITIMES - Amid sluggish demand, order cuts, price reduction, soaring costs, and intensifying geopolitical tension, TSMC reported declining performances in 2023. The chip giant foresees rebounding sales of over 20% in dollar terms in the current year.

February 25, 2024 06:57 AM

IC design market is expected to see significant growth

Media -- SemiMedia - According to reports, the market size of Asian IC design is expected to increase significantly, from US$641 million in 2023 to US$1.349 billion this year.

February 25, 2024 03:56 AM

UMC Reports Sales for January 2024

Business Wire -- United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) ("UMC"), today reported unaudited net sales for the month of January 2024. Revenues for January 2024 Period 2024 2023 Y/Y Change Y/Y (%) January 19,013,697 19,589,515 -575,818 -2.94% Jan.-Jan....

February 25, 2024 03:34 AM

Semiconductor Revenue Declines by 8.8%, Intel Back on Top

Media -- ElectronicsB2B - A potential rebound is expected in the memory sector attributed to normalised oversupply and demand recovery. The global semiconductor industry revenue declined by 8.8% in 2023, primarily due to reduced spending in enterprise and consumer...

February 25, 2024 02:24 AM

Compound semiconductor substrate market growing at 17% CAGR to $3.3bn in 2029

Media -- Semiconductor Today - The compound semiconductor substrate market is growing at a compound annual growth rate (CAGR) of 17% to $3.3bn in 2029, according to the report 'Status of Compound Semiconductors Industry 2024' by market analyst firm Yole Group...

February 25, 2024 02:15 AM

Former CEO and Chairman of Arrow Electronics Michael J. Long Joins Mobix Labs' Board of Directors

Business Wire -- Mobix Labs (Nasdaq: MOBX), a fabless semiconductor company developing disruptive next-generation connectivity technologies for 5G infrastructure, satellite communications and defense industries, today announced the appointment of electronics industry veteran Michael J. "Mike" Long to its board of directors.

February 25, 2024 01:52 AM

Views on automotive chip demand in 2024 mixed

Media -- DIGITIMES - Forecasts on demand for auto chips are mixed among the industry's players since some believe a wave of inventory corrections for automotive chips has arrived. However, some still have faith in automotive chip performance in 2024.

February 25, 2024 01:43 AM

February 24, 2024

The renaissance of Japan's semiconductor industry (1)

Media -- DIGITIMES - In the second half of the 1990s, Samsung Electronics came to the forefront of Dataquest's DRAM manufacturer rankings. NEC and Toshiba were in second and third place, and other Japanese companies were ranked in the top 10.

February 24, 2024 08:05 AM

SK Hynix returns to profit on GenAI boom, expects momentum from general server market in 2024

Media -- DIGITIMES - In 2023, the rapid growth of the generative AI market brought a turning point for SK Hynix's memory business. Following the AI server market taking off, the memory industry is now expecting an accelerated recovery of the general server market.

February 24, 2024 08:04 AM

Quantum material-based spintronic devices operate at ultra-low power

Life -- Phys.org - As artificial intelligence technologies such as Chat-GPT are utilized in various industries, the role of high-performance semiconductor devices for processing large amounts of information is becoming increasingly important. Among them, spin...

February 24, 2024 07:51 AM

Several new wafer fabs in Japan to come online in 2024

Media -- DIGITIMES - In 2024, numerous Japanese and foreign semiconductor manufacturers will commence mass production at newly constructed wafer fabrication facilities in Japan. Industry sources claim that this will stimulate the growth and development of domestic...

February 24, 2024 07:15 AM

Apple to obtain initial 2nm capacity from TSMC, sources say

Media -- DIGITIMES - TSMC, which only increases production capacity in response to significant customer orders, has recently established a production expansion strategy aimed at attaining 2nm GAA. Apple is widely believed to be the initial client to utilize the...

February 24, 2024 05:55 AM

Intel and UMC Announce New Foundry Collaboration

Business Wire -- Intel and United Microelectronics Corp. announce a collaboration on the development of a 12-nanometer semiconductor process platform.

February 24, 2024 05:52 AM

Analog Devices Appoints Richard C. Puccio, Jr. as Executive Vice President and Chief Financial Officer

Business Wire -- Analog Devices, Inc. (Nasdaq: ADI) today announced that Richard C. Puccio, Jr. will join the company on February 5, 2024 as Executive Vice President and Chief Financial Officer. In this role, Mr. Puccio will set ADI's financial strategy and lead the company's...

February 24, 2024 05:51 AM

TSMC Expansion Augurs Well for Chip Industry

Aspencore -- EPS News - Demand for high-performance AI chips will fuel the overall semiconductor market. And TSMC could be the biggest winner, expecting to grow up to 20 percent in 2024.

While the company said 2023 was challenging, it forecasts solid growth for this...

February 24, 2024 05:43 AM

AMD harnesses the AI boom for growth in 2024

Media -- DIGITIMES - According to data compiled by DIGITIMES Asia, AMD saw its market capitalization more than doubled from US$104.4 billion in 2022 to US$238.1 billion in 2023. The rising demands for and investments in AI will continue to benefit AMD in 2024.

February 24, 2024 05:27 AM

Intel Opens Fab 9 in New Mexico

Business Wire -- Intel opens Fab 9 in New Mexico, marking a milestone for high-volume manufacturing of 3D advanced packaging technologies.

February 24, 2024 05:20 AM

Edge AI could catapult growth for chip manufacturers in 2024

Media -- DIGITIMES - With the potential surge of Edge AI on the horizon, many are wondering if it can catalyze significant market value growth for the top global semiconductor companies going forward.

February 24, 2024 03:17 AM

Chinese memory makers step up development pace

Media -- DIGITIMES - ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC), the former specializing in DRAM memory and the latter in NAND flash chips, have accelerated their development using distinct strategies.

February 24, 2024 03:09 AM

February 22, 2024

Extending semiconductor component life

Media -- Electronics Sourcing - With electronics purchasing professionals facing increasing component obsolescence, Rochester Electronics outlines three options to extend lifecycles

Semiconductor-driven substantial growth in the global markets have significantly...

February 22, 2024 11:58 PM

Japan chip gear sales to grow 25% in FY 2024, says SEAJ

Media -- DIGITIMES - Sales of Japan-made semiconductor and flat-panel display (FPD) equipment are expected to reach JPY4.39 trillion (US$29.7 billion) in fiscal year 2024, growing 25.4% year-on-year, according to the Semiconductor Equipment Association of Japan...

February 22, 2024 11:56 PM

Just 9 of the top 25 chip makers boosted revenue in 2023

Media -- Evertiq - The underwhelming performance of the world's biggest semiconductor firms meant that industry revenue fell by 11% in 2023, says Gartner.

February 22, 2024 11:28 PM

Who missed out on golden timing to capture AI opportunities with TSMC?

Media -- DIGITIMES - With TSMC's Kumamoto fab progressing more smoothly than expected and market rumors even speculating about TSMC's second and third fabs in Japan, people wonder whether TSMC will shift part of the Arizona fab investment to Japan. The unspoken...

February 22, 2024 11:22 PM

TSMC beats profit and revenue expectations in the fourth quarter

Media -- CNBC - Tech - The world's largest contract chipmaker TSMC on Thursday posted better-than-expected profit and revenue for the fourth quarter of 2023.

February 22, 2024 11:11 PM

Is Localized Chip Production Doomed to Fail?

Electronics -- The Ojo-Yoshida Report - Governments are pushing local production hubs on receptive chipmakers but the business dynamics may not support such a system.

February 22, 2024 11:06 PM

TSMC expects about 6% revenue decrease in 1Q24

Media -- DIGITIMES - TSMC expects to post revenues of between US$18 billion and US$18.8 billion in the first quarter of 2024, a 6.2% sequential increase at the midpoint. Gross margin and operating margin for the first quarter of 2024 are estimated at 52-54% and...

February 22, 2024 10:56 PM

Retiring and incoming ASML CEOs visit TSMC

Media -- DIGITIMES - According to industry sources, ASML's retiring CEO Peter Wennink and his designated successor Christophe Fouquet have met with TSMC chairman Mark Liu and CEO CC Wei in Taiwan this week to discuss both companies' roadmaps and future fab tool...

February 22, 2024 10:56 PM

Samsung and SK Hynix reportedly requested price reductions from South Korean memory component suppliers

Media -- DIGITIMES - As memory prices begin to rebound, the South Korean industry is optimistic about the business performance of Samsung Electronics and SK Hynix in 2024. However, the upstream memory component suppliers hardly feel the optimism as they face the...

February 22, 2024 10:55 PM

Market: Six factors driving global semiconductor market

Media -- SemiMedia - According to a report from Market.us, the global semiconductor market is expected to grow significantly, reaching US$673.1 billion in 2024, and the compound annual growth rate between 2023 and 2032 will reach...

February 22, 2024 10:00 PM

Automakers want direct chip manufacturer ties to hedge shortage risk

Media -- DIGITIMES - Automakers are hedging against chip shortages by strengthening direct connections with semiconductor manufacturers.

February 22, 2024 09:53 PM

TSMC to see all fab capacity utilization improve in 1Q24

Media -- DIGITIMES - TSMC's fab capacity utilization rates will increase across the board in the first quarter of 2024, according to sources at semiconductor equipment companies.

February 22, 2024 09:49 PM

The chips are down in China as imports see largest ever drop

Enterprise -- The Register - Makes sense since the global market fell 11% in 2023

China's imports of semiconductors and integrated circuits were hit by their largest ever drop last year, although chips are said to remain the country's biggest import item....

February 22, 2024 09:40 PM

NAND Flash Contract Prices Forecast to Rise 15-20% in 1Q24

Enterprise -- Storage Newsletter - This market report was written by TrendForce Corp. on January 9, 2025. NAND Flash Contract Prices Forecast to Rise 15-20% in 1Q24 Thanks to Supplier-Led Pricing This research indicates that despite facing a traditional low-demand...

February 22, 2024 09:40 PM

Gartner Says Worldwide Semiconductor Revenue Declined 11% in 2023

Think -- Gartner - Worldwide semiconductor revenue in 2023 totaled $533 billion, a decrease of 11.1% from 2022, according to preliminary results by Gartner, Inc.

February 22, 2024 09:30 PM

Tower Semiconductor Collaborates with Renesas to Manufacture SiGe-based Beamforming ICs for Tier-1 Customers in Satcom, 5G, and Aerospace & Defense Applications

Globe Newswire -- Semiconductors - The Satcom terrestrial market is expected to grow to 150M users by 2031 according to Euroconsult with the expansion of global satellite-based internet services

February 22, 2024 08:08 AM

Worldwide semiconductor revenue dropped 11% in 2023

Media -- Evertiq - Research firm Gartner says that worldwide semiconductor revenue in 2023 totalled USD 533 billion in 2023, which spells a decrease of 11.1% from 2022.

February 22, 2024 08:06 AM

Amkor and GlobalFoundries kickstart European partnership

Media -- Evertiq - Amkor Technology and GlobalFoundries have officially kicked off their strategic partnership in Europe with a ribbon-cutting ceremony at Amkor's Porto, Portugal, facility today January 16, 2024.

February 22, 2024 08:05 AM

SemiLEDs' quarterly revenue rebounds to $1.65m

Media -- Semiconductor Today - For its fiscal first-quarter 2024 (to end-November 2023), LED chip and component maker SemiLEDs Corp of Hsinchu, Taiwan has reported revenue of $1.65m, down slightly on $1.695m a year ago but up on $1.453m last quarter...

February 22, 2024 08:04 AM

Intel, AMD, and Nvidia flex cutting-edge AI hardware at CES 2024

Media -- DIGITIMES - In a race to capitalize on the soaring growth and momentum of AI, three global tech giants showcased their latest developments at CES 2024.

February 22, 2024 08:02 AM

OLED DDI demand for smartphones to continue growth in 2024

Media -- DIGITIMES - OLED display driver IC (DDI) demand for mobile phones is expected to continue rising in 2024, thanks to the increasing adoption of OLED panels by Chinese mobile phone brands and the general expansion of midrange and high-end smartphone models,...

February 22, 2024 08:01 AM

Five Minutes 'On the Road' with Intel's Gelsinger

Electronics -- The Ojo-Yoshida Report - Intel has a poor track record moving into non-PC segments. And now it's taking to the road, pedal to the metal, with an automotive plan.

February 22, 2024 07:54 AM

January 17, 2024

Imec's CEO Luc Van den hove: 40 Years of Microelectronics

Aspencore -- EETimes Europe - In an exclusive video interview with EE Times Europe, Luc Van den hove, president and CEO of imec, discussed the founding of imec in 1984 and its growth to a team of 5,500 people. He highlighted the difficulties of predicting technological...

January 17, 2024 02:36 AM

Chiplet Makers Expect to Disrupt Incumbents

Aspencore -- EETimes - Executives at chip startups Tenstorrent and Alphawave foresee a day when their firms' sales of chiplets and IP erodes the business of incumbent chip vendors like Qualcomm.

An SoC customer must buy

January 17, 2024 02:36 AM

January 16, 2024

Desktop, Mobile, and Edge: Intel Expands Its Computing Portfolio

Media -- All About Circuits - From mobile gaming to desktop productivity, Intel is broadly expanding its processor offerings for a range of computing applications.

January 16, 2024 02:09 AM

January 15, 2024

Microchip plans to suspend production for 2 weeks at the Gresham factory

Media -- SemiMedia - According to reports, Microchip Technology plans to provide a two -week vacation for employees of its Gresham factory in March, which means that the factory will suspend production for two weeks. In addition,...

January 15, 2024 11:05 PM

Global semiconductor sales increased 5.3% YoY in November

Media -- Evertiq - The Semiconductor Industry Association (SIA) reports that global semiconductor industry sales totalled USD 48.0 billion during the month of November 2023

January 15, 2024 11:01 PM