Subject


Semiconductors


2023-04-26

Chiplet Design: A Real Game-Changer for Substrates

In the post-Moore's Law era, chiplet design has been burgeoning as the mainstream architecture. With the widespread adoption of EUV technology by foundries on process nodes of 5nm and below, the cost of semiconductor fabrication has skyrocketed. The cost of the 5nm process has grown by almost 1x ...

2023-04-25

China’s Semiconductor Equipment booms: A New Gold Rush?

From the Entity List in 2020 to the Chips and Science Act of 2022, the US government has been tightening its grip on China's semiconductor industry by blocking the export of advanced semiconductor manufacturing equipment. The pressing question on everyone's mind is: Will China's semiconductor indust...

2023-04-21

The M&A battle for SiC: Who’s the Top Acquirers?

The compound semiconductor market has been flourishing in recent years thanks to the strong demand from markets such as electric vehicles and renewable energy. This has led to an increase in M&A as companies race to establish their position in the industry. The market has seen a significant s...

2023-04-18

Self-driving Cars to Fuel Demand for CIS

According to a recent report by TrendForce, automotive applications are expected to become the main growth driver of the CIS market, with its share of terminal applications projected to increase from around 9% in 2023 to approximately 15% in 2026. As self-driving systems become more widespread, t...

2023-04-17

Display driver IC: Growing Demand but Lingering Concerns

The latest study by TrendForce shows that demand for large-size and mobile driver ICs will steadily grow as various applications recover. However, the speed of capacity supply adjustment and competition among different technologies will remain the key focus in the next few quarters. Another thing...

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