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2022-03-03
Morgan Stanley said shortages eased earlier than expected or earlier than expected
“Company-specific data points are skewed to the downside, with about 60 percent of chip companies seeing shorter lead times,” Susquehanna analyst Chris Rolland said in a research note on Tuesday.Rolland pointed out that the ongoing disruptions caused by t
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2022-03-03
Semiconductor market news from DPE- February 21 to February 27
1. Chipmakers Downplay Fears Ukraine Crisis Will Worsen ShortagesWith the semiconductor industry stretched thin by the pandemic and an unprecedented surge in demand, chipmakers had a reassuring message Thursday: The crisis in Ukraine is unlikely to make s
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2022-02-17
More Taiwan firms suspend production in China as COVID spreads
Around 30 Taiwanese companies, many making parts for electronics, said on Wednesday that government COVID-19 control measures in eastern China had led them to suspend production until next week, as disruption from the measures spreads.China has put Shangh
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2022-02-17
Semiconductor market news from DPE- February 7 to February 13
1、AMD: ‘All Necessary Approvals’ Received for Proposed Xilinx DealFeb. 10, 2022, AMDannounced it has received approval from all necessary authorities to proceed with the acquisition of Xilinx, a deal estimated at $35 billion.With the exception of the rema
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2022-02-08
The world’s top five silicon wafer fabs have secured demand from customers and set off a wave of factory expansion
With the successful expansion of new factories by semiconductor manufacturers, the production capacity of new fabs will be opened one after another. The production capacity of existing silicon fabs cannot keep up with the pace of semiconductor production
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2022-02-08
Semiconductor market news from DPE- January 31 to February 6
1、Toshiba to invest $1 bln to double power chip productionToshiba Corp said on Friday it will invest about 125 billion yen ($1.09 billion) to more than double the production of power management semiconductors, aiming to catch up with power chip giants suc
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