Semiconductors
- Asian Himax and Nexchip team up to supply ICs to the EV market
- GlobalWafers looking to acquire SiC and GaN companies
- Infineon has closed the acquisition of GaN Systems
- Intel reports better 3Q results; sees PC as bottoming; server sales uptick on ASP; FPGAs weaker
- Taiwan OSAT reportedly seeing mild increase in fab utilization to start 4Q
- onsemi completes the expansion of its SiC wafer facility in Korea capable of +80k WSPM
- onsemi and Renesas collaborate to improve performance and safety of autonomous vehicles
- Microchip doubles its Detroit Automotive Technology Center
- Nvidia to make Arm-based PC chips in major new challenge to Intel
- US administration updates export restriction rules for AI chips impacting Nvidia A800/H800
- Japanese semi equipment sales continue to deteriorate in Sep, declining 20% Y/Y
- China SiC wafer share expected to reach 50% in 2024 according to Asian reports
- ST Micro sees continued strength in Auto demand but notes weakness in Industrials
- TI surprisingly cuts wafer starts as inventory piles and outlook projects continued weakness
- TSMC founder warns US China tensions could slow global semi markets
- TSMC considering a $2B 12-inch fab in Singapore for automotive customers
- UMC sees wafer shipments down 5% in 4Q as PC and Mobile customers remains conservative while automotive demand turns more challenging
- Western Digital and Kioxia brake off talks to merge according to Nikkei
- Global wafer shipments to decline 14% in 2023 says SEMI
