01. Market Reports Imply Supply Shortages and Extensive Lead Times Will PersistResearch indicates that while some of the supply chain bottlenecks have improved, supply shortages and long lead times will persist throughout 2023. In particular, automotive shortages will be widespread. Sensor lead times are at an average of 30-plus weeks; supply is available on an allocation basis only and not showing signs of improvement. Nevertheless, there are so…

01. UMC sales declined and TSMC sales growth slowedThe sales of TSMC, a semiconductor foundry enterprise, increased year on year in January, but the growth rate was lower than that of the previous few months, while the sales of UMC, a Taiwan foundry enterprise, declined in January both month on month and year on year.In January this year, TSMC achieved sales of NT $200.5 billion (about US $6.65 billion), up 16.2% year-on-year and 3.9% month-on-mo…

01. The chip industry is more optimistic that Singapore will become a production centerWestern large chip manufacturers and related suppliers are starting to increase their production in Singapore to meet the growth of medium and long-term demand and diversify supply chain risks.Soitec, a French substrate manufacturer, will invest 400 million euros (US $430 million) to double the capacity of its wafer factory in Singapore, while Applied Materials…

01. Toshiba is expected to expand the production capacity of automobile power chipsToshiba Electronics and Storage Co., Ltd. recently revealed that it plans to build a new automobile power semiconductor production line at its existing Jilu semiconductor manufacturing plant in Hyogo, western Japan. The construction of the new plant will start in June 2024 and is planned to be put into operation in the spring of 2025. The project will more than dou…