Subject


SMIC


2023-12-05

[News] Revival for Smartphone Panels! Surging Demand from Huawei’s New Models and Customer Stockpiling Propel AMOLED Prices

According to TechNews' report, after a prolonged period of price suppression in the mobile panel market, there has been an upswing in demand since the end of the second quarter, as customer inventories have reached a turning point. The report further quoted industry sources, stating that the incr...

2023-12-01

[News] Shortage in Global Semiconductor Photomasks! Prices Expected to Rise in 2024

According to South Korean media The Elec's report, due to strong demand from Chinese chip manufacturers and wafer foundries, the shortage of photomasks in the market has not eased, and it is anticipated that prices will rise in 2024. The report notes that most photomask manufacturers, including J...

2023-11-28

[News] China’s Strategic Chip Investments May Risk Global Domination in Two Years

China is actively investing in chips with a mature process of 20nm and above. According to Chosun Ilbo, some insiders signal a potential shift of over 50% of global mature-node chips production to China within the next 2 to 3 years. As semiconductors focusing on mature process account for 75% of ov...

2023-11-22

[News] Latest Financial Reports of the Global Seven Foundries – How Will the Next Stage Develop?

Recently, the seven major foundries —TSMC, GlobalFoundries, UMC, SMIC, Hua Hong Semiconductor, VIS, and PSMC—have successively released their third-quarter financial reports and held performance briefings to explain the semiconductor industry's business climate and the outlook for the next stage...

2023-10-18

China’s Share in Mature Processes will Speed up to 33% in 2027 under the Pressure of Geopolitics

TrendForce reports that from 2023 to 2027, the global ratio of mature (>28nm) to advanced (<16nm) processes is projected to hover around 7:3. Propelled by policies and incentives promoting local production and domestic IC development, China’s mature process capacity is anticipated to grow f...

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