Supply Chain Related to Driver ICs Shows Signs of Decoupling in Response to Potential Risks from Tightening US Semiconductor Trade Restrictions, Says TrendForce

Recent observations by market intelligence firm TrendForce suggests that the ongoing expansion of the US semiconductor trade restrictions against China could eventually spread to the display panel industry. Agencies within the US government are taking notice of China’s certain advantages in the development of display technologies and build-up of panel production capacity. However, the US will […]

Morris Chang confirms future 3nm TSMC capacity in US

SOURCE: Taipei Times ‘NEWEST’: The company’s Arizona plant is to produce 5-nanometer chips in the initial stage and would later manufacture 3-nanometer chips, Morris Chang said Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) founder Morris Chang (張忠謀) yesterday confirmed that the company plans to produce its most advanced 3-nanometer chips in the US as part of the […]

Tale of Two Halves for DRAM Market

SOURCE: IC Insights Inflation, recession concerns stunt demand for PCs, smartphones, other consumer goods leading to -40% decline in 2H22 DRAM sales.The DRAM market often enjoys robust sales in the second half of the year when system makers place orders for memory to use in their new generation of products that they plan to release […]

EMSNOW On Tour with Dieter Weiss, in4ma – BDT, Katek, and the German EMS Industry

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On their last podcast from the EMSNOW Tour 2022, Eric and Dieter discuss visits to BDT and Katek in Southern Germany, and the overall German EMS industry. At  BDT (Bavaria Digital Technik), they met with Managing Director Manuel Stelzer and CFO Josef Ober. Dieter explains his history with this company that he has tracked through […]