Industry Trends
Micron to spend $150B on global R&D, production capacity expansion
Micron Technology, the world’s third-biggest DRAM manufacturer, plans to spend $150 billion over the next decade to expand its research and development and production capabilities. The firm is looking to build a new fab in Europe, Japan, Taiwan, or the United States.
Read MoreOppo designing 3nm smartphone chipsets in-house, TSMC handling production
Oppo, the world’s fourth-largest smartphone manufacturer, is reportedly designing 3nm processors for its premium handsets. The firm tapped TSMC to handle fabrication and intends to launch its new SoCs in 2023 or 2024.
Read MoreSMIC to nearly double production capacity with $11.28B expansion plans
Semiconductor Manufacturing International Corporation (SMIC), the world’s fifth-largest foundry service provider, will nearly double its overall production capacity by 2025. Notably, the company will significantly grow its revenue without advancing its technology.
Read MoreTSMC to build $8.8B chip plant in Japan with government support
Taiwan Semiconductor Manufacturing Company (TSMC) announced plans to build an $8.8 billion chip fab in Japan with financial support from its government. While the new factory will bolster the foundry’s production capacity, it will also likely increase component prices.
Read MoreChip lead times reach 22 weeks following Chinese power cutbacks
DigiTimes reported that the average lead time for integrated circuits had reached a record 22 weeks. In addition, industry leaders and market watchers expect the global chip shortage could persist past 2022.
Read MoreChina’s power crunch affects semiconductor companies with local facilities
China is dealing with an energy crunch due to constrained coal supplies and carbon emission-related power cuts. As a result, semiconductor companies with facilities in the region have dealt with operational disruptions.
Read MoreWayward balloon causes brief power outage affecting multiple European chipmakers
Last month, a foil balloon temporarily knocked out power across Dresden, Germany. As a result, facilities maintained by Infineon Technologies, Bosch, and GlobalFoundries in the area were affected.
Read MoreChipmakers ramp up development of SiC, GaN parts amid global EV push
Industry analysts expect the electric vehicle market to expand to $725 billion by 2026, up from $171 billion last year. Chipmakers are working to fuel the segment’s explosive growth by developing new silicon carbide (SiC) and gallium nitride (GaN) components.
Read MoreCOVID-19 outbreak in Southeast Asia exacerbates global chip shortage
A recent surge in coronavirus infections in Southeast Asia has exacerbated the global chip shortage, especially within the auto industry. As a result, the reconfiguration of the global electronic components supply chain has been affected.
Read MoreGoogle developing CPUs in-house for its 2023 Chromebook and tablets
Google is reportedly developing Arm-based custom processors to power the next generation of its Chromebooks and tablet computers, which are set for release in 2023. However, the Big Tech giant’s strategy might be affected by changing the electronic components industry.
Read More