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Taiwan's chemical renaissance: fuelling semiconductor and foldable phone innovations

Taiwan makers continue to advance microLED tech development, says TDUA vice chair

Tomorrow's Headlines

APR

18

2024

ASML enters transition year with declining performance across the board

US to become 2nm GAA process battleground for Intel, Samsung, and TSMC

Lite-On upbeat about shipments for AI servers; Progress in its energy storage biz

Panel industry cycle changed by production control: Peak season may not take place in 4Q24

Taiwan IC design firms seek overseas talent

Server PCB specialist ACCL optimistic about 2Q24

New business models keeping Foxconn on track for 2025 EV targets, says chairman Young Liu

Automotive IDM competition intensifies

Chinese EDA company attracts investment from Big Fund

Foxconn confirms rotating CEO system in place since April

Will potential vulnerability of new NXP SDV platform shake up global car market?

First batch of system manufacturers for Nvidia's next-gen AI GPU emerges

US border states grow enticing as EV cluster forms in Southwest

IC backend firms to embrace strong 2H24

APR

17

2024

Taiwan moves to boost its global standing with chip diplomacy

Tim Cook says Apple considers making gadgets in Indonesia in pivot From China

Wargaming Taiwan's chip industry, who's the winner?

China saw growing production in ICs and semiconductor equipment in 1Q24

TSMC No.1 and Nvidia posts triple-digit growth in TechInsights 2023 top-25 chip suppliers rankings

Former pitcher rises as new NSTC minister: Taiwan awaits his winning pitch

How did Ubiqconn shift from IPC to skyward innovations?

Can Samsung's 2nm process reduce the gap with TSMC?

Edge AI and mobility trends stoking demand for rugged computers

UAE's G42 chooses US over China for Nvidia chips and US$1.5 billion investment from Microsoft

US may see 58% of new semiconductor jobs unfilled by 2030, says SIA

LG affiliates engage with Hyundai, aiming further automotive collaboration

OpenAI dominates B2B AI market with over 600K ChatGPT Enterprise users

Research Insights: Taiwan-based IPC suppliers expand in Southeast and South Asia

Samsung Foundry plans to provide 'one-stop-service' to compete with TSMC

Electricity resilience challenges Taiwan's tech industry

Next-gen vehicle components welcome arrival of AI connectivity business opportunities

LG boosts R&D muscle in bid for smart solutions transition and AI dominance

Apple reportedly looking for India-based partner for locally-made camera modules for iPhones

Winbond on track for growth as PC application demand resumes

Huawei vs. Samsung: who leads the global communication equipment race?

E-Lead aims for improved driving experience with enhanced smart cockpits

HD Renewable Energy partners with Shihlin Electric to scale charging business in Taiwan, Japan

EIH to present at Touch Taiwan 2024 advanced solutions developed with its strategic alliances

Samsung at crossroads, seeking ties with Taiwanese peers?

AUO to demo land, marine, aerial MicroLED displays at 2024 Touch Taiwan

Indian imports of monocrystalline silicon wafers from China have surged, why?

PCB firms see promising demand for automotive PCBs

IC design houses bullish about ASPs driven by AI PCs

HPE begins to ship made-in-India servers on large scale

Baidu launches ERNIE 4.0 Tool and AI toolkits, amid speculation of cooperation with Apple

Samsung Device Solution head reportedly seeking closer ties with Taiwan server ODMs

Rapidus outlook dimmed by TSMC, Samsung 2nm fab projects in US

APR

16

2024

Apple's Tim Cook says he seeks to boost Vietnam investment, state media reports

UK starts drafting AI regulations for most powerful models

South Korea's Kakao joins AI Alliance

PlayNitride to triple wafer capacity in 2024, projects MicroLEDs to cost less than OLEDs by 2030

Tesla cuts FSD subscription fees in half in North America

OLED market for tablets to grow 6-7 times by 2024 due to Apple's entry, says UBI Research

Xiaomi SU7 launch lies in China's EV proficiency

Apple teams up with Shutterstock in multi-million dollar AI data deal

Topco Group Chairman nominated as Taiwan's new Minister of Economic Affairs

Top Japanese carmakers solidify EV battery recycling plans as Toyota partners with Minmetals

Samsung ready to mass produce industry-leading 290-layer V-NAND for AI apps

South Korea invests US$22 million in next-gen aerospace chip tech by 2028

China's two ways of building AI GPU ecosystems to compete with Nvidia

Former Microsoft Research Asia VP spotlights global AI regulation and regional developments

Lam Research to train chipmaking engineers in India under US-India semiconductor partnership

Computex 2024 to showcase leading GenAI hardware providers

Taiwan-based Global PMX joins Xiaomi's EV supply chain

Japan's semiconductor subsidies eclipse global peers as percentage of GDP

Huawei set to challenge top spot in Chinese PC market with AI PCs, followed by foldable notebooks

BHTC to make debut after acquisition by AUO at Touch Taiwan 2024

HKGAI offers localized GenAI for Hong Kong, homegrown GPT to launch in summer

Tesla will reduce over 10% global headcount as it awaits the next growth driver

InnoEX 2024: China-based exhibitors nearly double, aerospace and robots gain prominence

Novatek may enter iPhone OLED DDI supply chain

Lenovo, JD.com join hands to promote AI device sales

Samsung reportedly set to return to M&A market with trillion KRW deal in the works

AI server liquid cooling receives attention; 4 big challenges remain

Taiwan's satellite business opportunities rise, but post-inauguration variables remain

Intel urges collaboration between partners from Taiwan and India

CCL makers optimistic about demand for AI applications

Tesla reportedly in talks with Tata for chip supply, prioritizes local partners over international giants

Arm capitalizes on ASIC opportunities as demand for customized chips grows

Memory chipmakers keep raising prices but some module houses refuse to buy

Despite US subsidies, challenges just about to begin for TSMC and Samsung

APR

15

2024

Samsung gets US$6.4 billion from CHIPS Act, promises to bring HBM and advanced packaging to Texas

OpenAI taps ex-Amazon executive to head enterprise push in Japan

Apple faces worst iPhone slump since COVID-19 as China rivals rise

CSP giants' AI capital spending fuels ASIC market growth

Chinese telecom bidding market rebounds, stoking replenishment demand for network ICs

Amkor, Infineon collaborate to fortify European semi supply chain

Mapping the future: Samsung's pursuit of location tech

PCB and optical manufacturers look to high-end models to revitalize smartphone market

UK antitrust watchdog sirens market monopoly amid tech giants' AI investments

TSMC unveils BOD nominees, including vice chair of US DOC advisory council

Samsung and SK Hynix reportedly to resume memory capacity expansion plans

Indian retailers threaten to stop selling OnePlus smartphones in May

Low-profile nFore penetrates global vehicles with leading communication modules

Norway's floating wind expertise propels Taiwan towards renewable energy goals

Samsung executives visited Taiwan and TSMC in secret for HBM collaboration

Global PC market saw recovery in 1Q24, but AI PC impact yet to materialize

Young Fast Optoelectronics advances vertical integration in Vietnam, eyeing positive revenue surge

Aisin plans to sell lighter, more durable PSC in 2030

Renesas revamps old plant, powers up semiconductor production for EVs

Apple's potential slowdown in 2024 prompts optical component suppliers to diversify

SDC reportedly transferring 500 R&D personnel to mid-to-small-sized OLEDs

Veolia offers solutions to meet semiconductor industry's needs for sustainability

Manufacturers integrate new technologies to boost smart manufacturing and digital transformation

China-based SICC becomes second-largest SiC wafer provider globally

Japanese auto, semiconductor players developing chiplet-based SoCs for cars

Rapidus announces US subsidiary, California office, and GM

Hanmi won HBM equipment orders from Micron, Samsung next?

Investment surge into AI startups reshapes manufacturing landscape

SMIC-backed chipmaker plays catchup as China formulates silicon IP strategy

SK Hynix and Samsung forge path to sustainable neon gas usage

Arm explains why it's excited about India

Weekly news roundup: JCET has offered advanced packaging services for chips below 5nm, the company says

Apple services to account for 25% of revenue by 2025

China's chip equipment industry gains momentum in import substitution, alarming foreign suppliers

India roundup: Elon Musk visit to India may entail an EV plant

APR

12

2024

Chipmaking push makes US attractive AI hub, Celesta Capital says

India's Tamil Nadu state to pull out all stops to attract Musk

China-based suppliers expected to flood the ultra-large-sized LCD panel market, threatening South Korean makers

CATL unveils revolutionary energy storage system amid market volatility

EV parts driving revenue growth for Taiwanese suppliers

Acer's revenue saw year-on-year growth for ninth consecutive month

Samsung faces first large-scale strike in history amid intensifying global competition

Cadence and Arm come together to drive automotive chiplet ecosystem

Taiwan's March export data show robust demand for AI servers from 4 major markets

US and Japan forge clean energy alliance amid global summit

Micron solutions qualify for Qualcomm automotive platforms to power vehicle AI

Hon Hai developing management talent, possibly establish rotating CEO system

Chinese storage startup targets enterprise server apps

No substitute for silicon over next decade, says TSMC SVP

SK Siltron obtains further US support to accelerate SiC wafer investment

South Korean researchers put the solid in solid-state batteries

Gudeng to set up new plant in Japan

China's JCET confirms advanced packaging capability for chips below 5nm

South Korea accelerates semiconductor strategy post-Taiwan quake

Foxtron breaks ground for new electric bus plant in southern Taiwan

Network equipment makers await market recovery, as high inflation impacts consumer spending

Volkswagen invests EUR2.5 billion in China to boost innovation, jointly-built EVs with Xpeng

MiniLED TV shipments may beat OLED in 2024

IC distributors see industrial and automotive chip inventory adjustments continue

Tokyo Electron to nearly double R&D expenditures over five years

Intel goal to have half of global advanced chip production in the US and Europe...depends on Asia

Taiwanese manufacturers have strong presence at world's largest IPC conference; second behind only Germany

Panasonic, Indian Oil to storm Indian EV market with battery joint venture

Samsung Display continues to dominate the OLED market for foldable phones, says UBI Research

Are Taiwan firms mulling headquarters overseas?

Chinese budget smartphone brands compete in AI

Key takeaways from Largan's 1Q24 earnings call

SK Hynix said to mass produce 10nm 1c DRAM in 3Q24, ahead of Samsung

MediaTek posts over 30% revenue surge in March

Brand handset vendors reportedly cut 2024 shipment outlook

APR

11

2024

Biden and Kishida enlist Amazon, Nvidia to fund AI research

OpenAI's Altman pitches global AI coalition on trip to Middle East

How a 'young' Berlin became a model city for smart healthcare

GenAI industry shifts: Apple and Google's rumored alliance and OpenAI's Asian entry sparks buzz

Global semiconductor equipment billings slip in 2023, says SEMI

China-based mobile phone brands scale back in India amid intensified scrutiny

China's home appliance giant scales EV capabilities as agreement with Nio secured

Choosing the lesser of two evils: EU's probes on Chinese EV, solar panels

Research Insight: TSMC's investment in US will bear fruits

MediaTek unveils DaVinci GenAI platform to help enterprises boost productivity

What are former top smartphone brands doing now?

The power of data in the AI age: the challenges of copyright and differentiating application

Industry sounds alarm over Indonesia's tightening import controls

Foxconn considering rotating CEO system

Win Win Precision harnesses new energy and semiconductor innovations as growth driver

Tata to host roadshow in Taiwan for talent hiring to accelerate semiconductor ambitions

Nearly 70% of Taiwan's IC output originates from 12-inch foundries

Confirmed: Apple is about to OLED and that's not all

Taiwan's satellite industry poised for breakthrough with OneWeb collaboration

PC and console gaming market stagnates as playtime reduces and consolidates on a few older titles

Notebook brands feel even tighter squeeze

AUO, Innolux see 1Q24 panel shipments exceed forecasts; Small and medium-sized panel makers see decline

ASML to turn a new page as Co-Presidents pass the baton

India reportedly made one in seven iPhones worldwide in FY24

What is behind SK Group's reported decision to merge its battery, lubricant arms?

Nanya posts smaller loss in 1Q24

PCB market to boom later this year, says TPCA chair

Taiwan DDI firms post mixed 1Q24 results

Prime Minister Kishida sees US-Japan chip synergy on horizon at bilateral summit

Price competition a concern in 2H24, as IPC companies see orders return

Tesla CEO plans second meeting with Indian PM, potentially announcing EV plant amidst rising global EV trade tensions

Tesla's FSD endeavor faces obstacles in China

IC test interface specialists look to AI for 2024 growth

Intel can expand foundry market share

APR

10

2024

SpaceX contract to supply Starlink in Ukraine worth US$23 million

Microsoft to invest US$2.9 billion to boost AI, Cloud in Japan

TSMC sees 1Q24 revenue top guidance

GIS expects bounce back as new Apple product shipments start to contribute in 2Q24

Taiwan's perpetual futures newbie Quantrend Technology ranks in global top ten

H&M-backed UK start-up Alchemie debuts digital textile dyeing in Taiwan, aims to revolutionize industry

Japanese firms witness highest equipment investment surge in 35 years, fueled by AI semiconductor boom

Bloomberg data suggests China's EV overcapacity is modest

Taiwan's semiconductor supply chain weathers magnitude 7.2 quake on robust power grid resilience

Taiwan ODMs expect sales growth in 2Q24

Starlink connects Southeast Asia's skies

Xiaomi SU7 car storage providers include Micron, Silicon Motion

Global PC shipments return to growth and pre-pandemic volumes in 1Q24, says IDC

How will AI reshape the telecom industry landscape?

Taiwanese suppliers reduce deliveries to Chinese carmakers as auto market reshuffles

'Old for new' policy from China is good news for home appliance MCU market

India attracts 30% of global capability centers in semiconductor industry in 4Q23

TSMC to expand collaboration with Japanese academia to nurture more talents

Apple-Baidu AI pact: who wins big in the US-Sino tech tango?

Google unveils first Arm-based data center CPU to reduce its reliance on AI chipmakers amid surging Capex

Force-MOS sees growth in MOSFET wafer shipments, driven by China-based smartphone brands

Canadian AI startup Tenstorrent teaming up with Samsung, Hyundai, and LG

China pushes for OLED material self-sufficiency

Intel introduces Gaudi 3 made by TSMC to mount counterstrike in data center market

Hiroca to expand production in Mexico as profits rise

Optics giants GSEO, Largan see March revenues surge

IC backend houses post revenue increases in 1Q24

Taiwan PA suppliers see demand strengthening

Research Insight: TSMC remains competitive despite less Chips Act funding than Intel

Innolux reportedly plans to close its Nanjing plant

GPU lead times shortened, says Dell Taiwan

TSMC to enter 2nm, A14 process generations on schedule