According to TrendForce consulting research, the revenue of the world's top ten wafer foundries in the first quarter decreased by 18.6%, approximately $27.3 billion, due to the continued weakness of terminal demand and the multiplier effect of off-season. The biggest change in this ranking is that GlobalFoundries surpassed UMC to third place, and Tower Semiconductor surpassed PSMC and VIS to seventh place this season.   The utilization rate of production capacity and shipment volume have decreased simultaneously, and the decline in revenue has expanded   The production capacity utilization and shipments of the top ten wafer foundry manufacturers in the first quarter both decreased. TSMC's revenue in the first quarter was 16.74 billion US dollars, a decrease of 16.2% compared to the previous quarter. Due to weak demand for mainstream applications such ...

According to research firm Counterpoint, the overall sales of China's smartphone market decreased by 5% in the first quarter of 2023. However, entry-level smartphones below $150 (approximately 1074 yuan) saw a year-on-year increase of 22% in sales and a market share of 12%. The agency stated that for many years, domestic mobile phone manufacturers have been actively promoting high-end products, hoping to seize Apple's market share in a higher price range. Nevertheless, the market share of Apple's iPhone continues to grow and reaches new highs.   Statistics show that in the first quarter of 2023, the share of mobile phones in the price range of $150-399 (RMB 1074-2858) was the highest, reaching 52%; 11% of mobile phones in the price range of $400-599 (RMB 2865-4290); Mobile phones account for 16% of the price range of 600~999 US dollars (RMB 4297~7155); The mar...

On June 14th, the International Semiconductor Industry Association (SEMI) pointed out in its latest "Semiconductor Materials Market Report" that the global semiconductor materials market had an annual growth rate of 8.9% in 2022, with revenue reaching $72.7 billion, surpassing the market record of $66.8 billion set in 2021.   From a segmented perspective, in 2022, the revenue of wafer manufacturing materials and packaging materials reached $44.7 billion and $28 billion, respectively, with growth of 10.5% and 6.3%. The growth performance of silicon wafers, electronic gases, and masks is the most robust in the wafer manufacturing material market, while the organic substrate field has significantly driven the growth of the packaging material market.   From the perspective of national and regional performance, Taiwan, China has become the world's largest semicond...

According to a report from Taiwan Media Economic Daily, Chen Jianyu, Chief Analyst of research and research firm Omdia, the semiconductor industry is still in the inventory correction stage, and it is expected that the capacity utilization rate of wafer foundries will bottom out in the first half of the year and slowly recover in the second half. TSMC is expected to increase revenue by 22.5% next year due to the price increase of advanced manufacturing processes.   Chen Jianyu stated that the current inventory correction situation of IC design factories is different. Some manufacturers have already corrected the time for 3 quarters, while others have not yet corrected, and inventory continues to climb. Due to the continuous inventory adjustment in the industrial chain, it is expected that the revenue of wafer foundries in the second quarter may further decline, b...

At the 13th Promotion Conference of Electronic Information Industry Standards, Ni Guangnan, an academician of the CAE Member, issued a theme report, believing that the HDD market is currently monopolized by foreign enterprises, and it is extremely difficult to seek a breakthrough in the HDD field. With the gradual improvement of the production capacity of domestically produced storage machines and flash drives in China, the time has come for SSD (Solid State Hard Disk) to replace HDD (Mechanical Hard Disk).   Ni Guangnan stated that in the upstream of the industrial chain, the lithography process for producing SSD master chips and DRAM in China's semiconductor storage is 12-28nm, and there is no need to use EUV lithography machines. Therefore, China can achieve independent control in the field of chips and equipment.   In the mi...