Subject


SMIC


2023-10-04

8-Inch Production Capacity UTR Drop to 50-60% in 2H23, the Cool Demand will Last to 1Q24

TrendForce research indicates that in 1H23, the utilization rate of 8-inch production capacity primarily benefited from sporadic inventory restocking orders for Driver ICs in the second quarter. Additionally, wafer foundries initiated pricing strategies to encourage clients into early orders, offer...

2023-10-02

[News] SMIC Places Two Years’ Worth of Orders with Taiwanese Supply Chain, Urges Swift Delivery

According to Taiwan's Economic Daily, after disassembling Huawei's Mate 60 Pro smartphone, it has been revealed that the chips, including the Kirin 9000S, are produced by China's semiconductor foundry, SMIC, using their advanced 7-nanometer process. This development has brought attention to SMIC's m...

2023-09-18

[News] Huawei’s Ambition: Regardless of the Disparity, China’s Chips Must Be Utilized

According to the news from Taiwan media, CNA, Huawei has broken through the U.S. blockade and launched a 5G smartphone equipped with domestically produced Chinese chips, sparking discussions. Huawei stated that although Chinese-made chips lag behind foreign counterparts, if they are not used, stayin...

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...

2023-09-04

[News] Chiang Shang-yi, Former TSMC Co-COO, Shares China Experience and CoWoS Development

According to Taiwan's TechNews report, Chiang Shang-yi, former TSMC Co-COO and current Chief Semiconductor Strategist at Foxconn, shared insights during a Taiwan Television interview. He discussed his past role at TSMC, the potential impact of U.S. export restrictions on China's semiconductor develo...

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