Chinese companies account for only 4% of global semiconductor revenue (according to IC Insights), but the country is increasing investments in new fabs and is projected to account for about 20% of global chip fabrication capacity this year. Since it is not easy to procure new equipment these days, especially for companies like SMIC, China-based semiconductor…
As the semiconductor industry heads towards another inflection point, Intel, with its deep pockets, is letting other companies know that it is a willing buyer. Only time will tell what the company will buy, though. As the semiconductor industry becomes more capital intensive it should enter another round of consolidation, according to Pat Gelsinger, chief…
Chinese semiconductor manufacturers increased their shipments of chips in July compared to June and set a new all-time record. Every day, the semiconductor industry in China produced over a billion integrated circuits (ICs), but it is going to take a lot of time before the country’s production of semiconductors outpace imports. Chinese semiconductor producers (including makers of 3D…