[Core Information] TSMC’s advanced technology plans to increase prices, ON Semiconductor and GlobalFoundries successively acquire and strengthen technology1. TSMC will adjust prices for advanced processes next year, and...

[Core Information] The peak season market in the third quarter is expected, and Murata and TDK inductor materials are planning to increase prices.First-line passive component manufacturers such as Murata and TDK plan to...

库存修正与产能规划，IC 原厂传递一手信息四家主流 IC 原厂陆续发布 2024 年第二季度财报，覆盖模拟、数字各大领域，从营收利润、库存水位、库存修正进度及中长期产能规划，可清晰观察消费、汽车、工业等终端市场冷暖，为行业需求走势提供一手参考。一、德州仪器（TI）24Q2 营收 38.22 亿美元，同比下滑 15.6%、环比增长 4.4%；净利润 11.27 亿美元，同比下滑 34.6%、环比小幅上行；毛利率 57.85%，同比回落 6...

[Core Information] AI and localization promote the recovery of semiconductors, Samsung HBM production capacity plan is reduced1. Industry cycle: Semiconductors recover moderately, driven by AI + domestic substitution.Bro...

[Core News] Major MCU manufacturers are accelerating software-defined cars, Renesas and NXP have their own plans1. Renesas: Deeply integrated with Japanese car companies, 3nm+Chiplet attacks high computing power AI car c...

As AI chips have increasingly higher requirements for performance and integration, advanced packaging and substrate technologies have become crucial in semiconductor competition.Samsung Electro-Mechanics is reportedly bu...

Global leading IC distributorWenye Technology has made it clear that if the United States imposes additional chip tariffs, 100% of the new costs will be passed on to customers.This seemingly tough stance is essentially a...

Core tip: According to the Nikkei Asia Review, Apple suppliers, Japanese electronic part manufacturing factory Murata Muradas Thai factory has been established, and will be put into production in November. It is expected...

According to industry sources, the IC seal testing plant is urging the increase in production capacity in Southeast Asia, especially BGA packaging.According to the Taiwan Media Electronics Times, sources said that many i...

东微半导拟共设创投基金投资半导体等领域East Micro Semi -Director (688261.SH) issued an announcement to better implement the companys strategic planning, the company intends to jointly initiate the establishment of an entrepreneurial investm...