Jessie Chuang’s Post

BIIC Weekly Key EMS News Sharing / 17th June 1. On June 12, Intel, a US chipmaker, decided to stop expanding its $25 billion chip factory in Israel, and also notified suppliers to cancel the contract to provide equipment and materials for the new factory. 2. New energy vehicle companies are in trouble! 1.9 billion will be refunded within half a month, and the Tianjin factory will stop production and sales. Evergrande Auto's only qualified factory was ordered to stop production and sales. 3. On June 11, the World Semiconductor Trade Statistics Organization (WSTS) recently released the latest forecast for the global semiconductor market, which is expected to achieve strong growth in 2024 and 2025. WSTS: Semiconductor revenue increased by 16% this year, with a valuation of $611 billion. 4. The development of PCB for AI servers is accelerating, and the CAGR of 12% will be maintained until 2029! 5. On June 14, according to foreign media reports, automotive chip giant ON Semiconductor said on Thursday that it will carry out a new round of layoffs worldwide...ON Semiconductor will lay off 1,000 people worldwide. 6. It is estimated that the robot simulation software market will reach $1.4 billion in 2030. The robot simulation software market is expected to reach $1.4 billion in 2030 7. Japan's new law will restrict the monopoly of Internet giants, with a maximum fine of 30% of local turnover! 8. Following the United States, the European Union announced additional tariffs on Chinese electric vehicles. On June 12, the European Commission (EC) confirmed the expected increase in import tariffs on Chinese battery electric vehicles (BEVs), which will be implemented as early as July 4, 2024. #EMS #ic #biicelectronics

Overall #tool sales have seen a decline following the #US #ChipsAct, but there's a notable surge in tool purchases from #China. A remarkable 45% of tools from leading Western manufacturers are now being acquired by China. The impact of the Chips Act on tool sales has been significant, leading to decreased sales in the #USA, #Taiwan, and #Korea, while fueling a growing demand for #Western #Semiconductor tools in #China. Notably, approximately 75% of Capital Expenditures (#CapEx) for #fab construction are linked to #tool expenses, with #lithography tools constituting a substantial portion of these costs. Read more about the semiconductor tools market dynamics: https://lnkd.in/dXTBEjrC

📢📢📢HONENG DAILY NEWS OF SEMICONDUTOR (2024.03.21) 🔷TSMC will build two advanced IC packaging plants in Chiayi. 🔷TSMC will be the first to set up shop at the Chiayi Science Park, which is still under construction. Construction is expected to start in May this year, be completed by the end of 2026, and achieve mass production in 2028.  🔷Benefiting from the development of AI, advanced packaging is currently in short supply. CoWoS advanced packaging production capacity is showing a "clifflike gap". TSMC is actively expanding production capacity.  🔷It is worth mentioning that Reuters reported that TSMC is building a second semiconductor factory in Japan after announcing the construction of it and considers introducing its CoWoS packaging technology to Japan. 🔷TSMC is the world's leading chip manufacturer, supplying more than 90% of the world's advanced process chips. As of today, all TSMC's CoWoS production capacity is in Taiwan. 🔷 Please keep focus on our daily news ! Lets track the latest market news Contact us and get quotes for the components you need. sales@honengelec.com www.honengelec.com

Taiwan's TSMC has told its major suppliers to delay the delivery of high-end chipmaking equipment, as the world's top contract chipmaker grows increasingly nervous about customer demand, two sources familiar with the matter said. Shares in TSMC suppliers including Dutch-based ASML declined following the Reuters report. ◻️ If you find this content valuable please follow, like, comment and share. 🙏 ◻️ Follow Impedans Ltd for more great industry content. 👍 ◻️ Visit www.impedans.com to find solutions for your semiconductor/plasma processing problems: ◽️ Reduce power consumption ◽️ Improve tool performance ◽️ Enable area scaling ◽️ Reduce processing costs ◽️ Decrease time to market https://lnkd.in/eZYqJYXk

Has the Chinese appetite for Semiconductor tools led to constipation? The Chinese tool companies are still collectively less than half the size of the largest tool companies in the West, but they have been on an incredible growth journey of close to 50% CAGR over the last few years. A dip in the quarter of the Chinese New Year would be expected, but the Year of the Dragon started with a significant decline. The Chinese tool companies also suffer from high inventories. We may be at the end of the rapid (and rabbit) expansion of Chinese semiconductor manufacturing, although this has yet to be seen in the sales figures of Western tool companies. Dive into the Semiconductor supply chain with us. #China #Chipwars #Semiconductor #ChipsAct #ASML #AMAT https://lnkd.in/d4SCyBEb

The CHIPS Act could expand to restrict certain manufacturing gear from China and similar nations, aiming to bolster US semiconductor production. While this supports the US industrial base, manufacturers may face short-term challenges with increased material costs. It's a critical step toward enhancing production capacity, but preparation is key. Stay informed on how this legislation shapes the future of semiconductor manufacturing! #CHIPSAct #Manufacturing #SupplyChainSecurity

Looking at TSMC Japan recent comments makes me think. If you remember, especially those of us who were part of the beginning, SemaTECH was originally formed to make USA more competitive against Japanese's Semiconductor companies , equipment suppliers and other suppliers. This came about in the mid 80's. If you look now neither USA nor Japan dominate many areas in the semiconductor manufacturing segments. The equipment suppliers have purchased or merged with global companies. AMAT and TEL being probably the largest and with ASML controlling lithography. With announcements where Japan is wanting to build up their semiconductor sector utilizing all levels sourced mostly in Japan could lead to high investment and growth. This is something the USA should look at also. Where USA could in the 70's and 80's source over 80% of everything needed in the semiconductor manufacturing world from USA based companies now it might be less than 50% if everything is looked at. Taking a look at equipment, chemistry and wafers plus others could bring manufacturing back to US soil. Right now there are not enough wafer nor chemistries made in US to support US based FAB operations. Over 90% of all lithography is supported from offshore as are many other critical items needed to operate or even build new FABs. I can understand the goals to ensure that FAB operations and technology needs to be looked at onshore to have abilities to not be interrupted by unforeseen issues which the future could maybe hold. We don't want to start un healthy competition but at same time we should not be left behind. We should look at every level from raw materials to finished goods to see where the US should make sure there are onshore resources and invest as needed. Korea, Taiwan, China and other countries are heavily investing to have on shore suppliers.

Outside of the cutting edge semiconductor tech, we're starting to see more and more of the localization of the semiconductor supply chain (first by region, then by country): https://lnkd.in/geRfvKyv

Exciting news in the world of chipmaking tools! Tokyo Electron, a leading Japanese company, has achieved an impressive milestone, becoming Japan's fourth-most valuable company with its soaring market value. This success is part of a larger trend, as the top chipmaking tool companies in Japan have experienced remarkable growth over the past year. The increasing demand for advanced chips, particularly those powering artificial intelligence, is fueling this expansion. While there are potential challenges on the horizon, such as export controls and intensifying competition, it's an exciting time to be a part of this dynamic industry. #ChipmakingTools #JapaneseManufacturers #aiapplications #semiconductors #electronic #merckgroup #merckdarmstadt

Weekly Key EMS News Sharing 1.20 News According to foreign media reports, Samsung Electronics is currently considering acquiring part of the automotive electronics business from Continental AG, a global automotive electronics company headquartered in Germany. If the acquisition is finalized, it will be Samsung's first major acquisition in seven years since it acquired Harman in 2017. 2. The total number of Chinese patent applications at the European Patent Office in 2023 increased by 8.8% compared with the previous year. Huawei has submitted more than 5,000 European patent applications, ranking first among companies. 3. Nvidia’s “most powerful” AI chip sells for US$30,000-40,000 4. It was learned on March 20 that Odyssey Semiconductor Technologies Inc., a semiconductor device design and foundry company, recently announced that it has agreed to package and sell most of its assets to a "mysterious" large semiconductor company for US$9.52 million. Dissolve the company. 5. The focus shifts and SK Hynix reorganizes its Chinese business. March 18 News The latest news shows that SK Hynix, one of South Korea’s largest semiconductor companies, is reorganizing its business in China. 6. Due to shortage of funds, it is rumored that Fisker, an American electric vehicle startup, is preparing to file for bankruptcy. March 15th: Foreign media reported that Fisker, a new American car-making force, is suffering from a shortage of funds and is preparing to file for bankruptcy... 7.21 News On the 20th local time, the U.S. government announced a $19.5 billion subsidy for the U.S. chip company Intel. The funds will be used for the renovation and expansion of these chip factories. 8. Spend more than 2 billion yuan! GAC Aian takes over GAC Mitsubishi. On March 20, the board of directors of GAC Group passed a resolution agreeing to transfer 100% of the equity of Hunan Zhixiang Automobile Management Co., Ltd. (hereinafter referred to as Zhixiang Company) to its subsidiary GAC Aian, with the transfer price determined to be 191.43 million yuan (based on the The evaluation results filed shall prevail) #EMS #COMPONENTS #Semiconductor #IC