Highlights of the day: NOR flash provide may very well be disrupted by US commerce sanctions
DIGITIMES employees
The US is reportedly mulling imposing sanctions on China’s largest pure-play foundry home, SMIC. Such a transfer might severely disrupt provide of NOR flash, as one of many the world’s largest suppliers for the reminiscence, GigaDevice, depends closely on the Chinese foundry home. SMIC might endure on account of US sanctions, however Taiwanese foundries see brilliant prospects, with their utilization charges anticipated to remain excessive by year-end 2020. Taiwanese IC designers are additionally queueing up for capability help from the foundry homes.
US ban on SMIC might lead to extreme shortages of NOR flash: A US ban on China’s pure-play foundry SMIC, a provider to GigaDevice, would possibly result in extreme shortages of NOR flash reminiscence, in response to Macronix International chairman Miin Wu.
Taiwan foundries see brilliant prospects forward: Pure-play foundries together with TSMC, UMC and VIS are poised to see their fab capacities proceed being totally utilized by the tip of 2020, in response to business sources.
Taiwan IC design homes striving for foundry help: Taiwan-based IC design homes are striving for capability at foundry companions whose help will probably be essential for his or her gross sales efficiency in fourth-quarter 2020 and first-half 2021, in response to business sources.
