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Articles


2023-09-12

China’s Ascendant Apple Notebook Supply Chain: Taiwanese Firms Shift to Secure Orders

The Chinese supply chain, led by Luxshare Precision, has secured Apple AirPods and iPhone assembly orders, while another ODM manufacturer Wingtec Technology, is gradually taking a slice of Taiwan-based orders. This development is poised to impact orders from Apple's notebook computer between Taiwane...

2023-09-12

[News] Facing CoWoS Shortage, TSMC’s Taichung Plant Joins Capacity Support

According to a report by Taiwan's Commercial Times, TSMC is facing a tight supply of advanced packaging capacity, with its Taichung factory ramping up equipment support at a rapid pace. Industry insiders have disclosed that TSMC's annual production capacity for the backend CoWoS (Chip-on-Wafer-on-Su...

2023-09-11

After 5 Quarters of Decline, NAND Flash Contract Prices to Rebound in Q4

In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers. According to TrendForce's research, other suppliers are also expected to follow suit and increase their production cut...

2023-09-11

Huawei’s Smartphone Showcases China’s Semiconductor Self-Sufficiency: : Impact on Taiwan’s Supply Chain

On August 29, 2023, Huawei quietly launched its new smartphone, the Huawei Mate 60 Pro, on its official website without the usual fanfare associated with new product releases. Unlike previous events or those held by other brands, Huawei chose to communicate with consumers solely through a letter. Wh...

2023-09-11

[News] Recovery in Foundry Mature Node May Be Delayed Until Next Year

According to the news from ChinaTimes, the semiconductor market is experiencing a slowdown, with Taiwan's three major mature process wafer foundries UMC, VIS, and PSMC all reporting reduced revenues in August. VIS and UMC both posted lower revenues compared to the previous month, while PSMC managed ...

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