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2023-10-12

[News] TSMC’s 2nd Plant in Japan May Receive Up to 900 Billion JPY Subsidy

TSMC is in the process of constructing a semiconductor factory in Kikuyo-cho, Kumamoto Prefecture, Kyushu, Japan (referred to as Plant 1). Production is expected to commence in December 2024. Besides this facility, TSMC has shown interest in establishing a second plant in Japan (referred to as Plant...

2023-10-12

[News] Advanced Packaging in High Demand, TSMC and OAST Increasing Equipment Orders

As AI demand continues to surge, TSMC (Taiwan Semiconductor Manufacturing Company) has initiated an extensive expansion plan for its CoWoS (Chip-on-Wafer-on-Substrate) production. Within the industry, reports suggest that TSMC, a leading semiconductor foundry, placed a significant wave of orders wit...

2023-10-12

Continuous Rise in HBM Demand, Memory Giants Expecting HBM4 Delivery in 2025

Amidst the AI boom, HBM technology steps into the spotlight as market demand continues to surge. Global market research firm TrendForce anticipates a 58% year-on-year increase in HBM demand in 2023, with a potential additional growth of approximately 30% in 2024. Compared to traditional DRAM, HBM...

2023-10-12

[Insights] Protecting the EV Industry: France’s Latest Incentives May Exclude Chinese Electric Car

On September 20, 2023, France unveiled new incentives for purchasing electric vehicles, offering cash subsidies ranging from €5,000 to €7,000 for qualifying models. The subsidy criteria now take into account the carbon footprint during both the electric vehicle and battery manufacturing processe...

2023-10-11

Notebook Market Poised for 2024 Rebound with 2-5% Annual Shipment Growth

TrendForce reports that the second quarter revealed notebook inventory channels displaying healthy levels. Both North America and Asia-Pacific regions are demonstrating a healthy appetite for mid and low-tier consumer models. This isn’t just a race to restock; it’s a strategic move to gear up fo...

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