October 25, 2016: China-based Semiconductor Manufacturing International Corp. is seeking to buy South Korea’s only foundry chipmaker Dongbu HiTek Co., industry sources said Monday, a move that is expected to bring changes to the intensely competitive market. “Dongbu HiTek has not held an open bidding (since December), and is seeking a private contract,” an official… Continue reading China’s SMIC eyes S. Korea’s Dongbu HiTek
Western Digital Corp. Chief Executive Steve Milligan warned that China’s burgeoning semiconductor industry may flood global markets if the rapid growth of domestic chipmaking capacity runs unchecked. The country’s ongoing effort to build a world-class microchip industry requires careful planning and consideration because a global glut — a persistent concern for a largely commoditized memory… Continue reading Western Digital Urges China to Tread Carefully on Chip Ambitions
Total pure-play foundry market expected to jump 9{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} this year, up from 6{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} growth in 2015. August 23, 2016 — IC Insights released its August Update to the 2016 McClean Report earlier this month. This Update included an update of the semiconductor industry capital spending forecast, a look at the top-25 semiconductor suppliers for 1H16, including a forecast for the full… Continue reading TowerJazz and SMIC’s Sales Forecast to Surge in 2016
The worldwide semiconductor capital equipment market declined 3{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} last year to $36.53 billion from 2014’s $37.5 billion, but inside China the story was significantly different. Capital equipment sales there increased by 12{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} in 2015, to $4.9 billion. In fact, only Japan showed a higher growth rate last year, of 31{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f}, according to figures from SEMI… Continue reading China’s Capital Equipment Market To Boom
SEOUL, KOREA 18 August 2016 – 10:45am Jung Suk-yee The Korea International Trade Association announced on August 17 that South Korea’s exports to China totaled US$10.129 billion in July this year, down 9.4{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} from a year ago, and showed a negative year-on-year growth for the 13th consecutive month. South Korea’s exports to China fell by… Continue reading South Korea’s Exports to China Fell for 13th Consecutive Month
CHUNLAN LI 01 AUGUST 2016 Although copper prices have fallen by over 50{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} since they reached a peak in 2011, Chinese copper smelters have not reduced the pace of capacity expansion, thanks to historically high treatment and refining charges (TC/RCs) over the same period. Despite excess smelting capacity and progressively tighter concentrate markets, we expect… Continue reading Chinese smelter capacity to continue growing despite a tightening copper concentrates market
China is critical to the electronic supply chain, especially for noble gases like NEON. Reduction in China steel production means reduced Neon supply, a by-product of the ASUs which support steel factories with oxygen. Recently, the U.S. Department of Commerce imposed even more duties on steel imports from China. The longer this tariff is in place the… Continue reading Anticipated Impact on NEON: US Tariffs on China Steel Increased Further