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Tuesday 22 October 2024
Utilization rate drops sharply for Chinese solar wafer leader
TCL Zhonghuan, a leading Chinese manufacturer of solar silicon wafers, has reportedly reduced its factory utilization rates, sharply cutting the working hours for its workers, according to industry sources
Tuesday 22 October 2024
JASM's first fab to run on 100% renewable energy upon launch; second fab construction to begin by end of 2024
In mid-October, Yuichi Horita, president of JASM, TSMC's subsidiary in Japan, announced that the fab will operate on 100% renewable energy upon its launch, setting a precedent ahead of TSMC's headquarters in Taiwan. Additionally, construction for the second wafer fab will begin by the end of 2024
Tuesday 22 October 2024
Rapidus estimates economic impact of JPY19 trillion in Hokkaido
Rapidus, the Japanese semiconductor manufacturer aiming for mass production of 2-nanometer (nm) chips, is making significant progress on its first factory located in Chitose, Hokkaido. According to a report by Nikkei, the Agency for New Industry Cluster of Hokkaido (ANIC) estimates that by fiscal year 2036 (ending March 2037), the presence of Rapidus will generate an economic impact totaling around JPY18.8 trillion (approx. US$120 billion)
Tuesday 22 October 2024
China's auto sector profit squeeze: CR Micro chief warns against reckless expansion
The Chinese automotive supply chain is facing intense competition, with the industry's profitability continuing to decline. Profit margins have dropped below 5%, prompting Hong Li, president of leading power semiconductor manufacturer CR Micro, to call for an end to blind investments in new factories to escape this relentless cycle of competition
Tuesday 22 October 2024
Xiaomi-developed 3nm SoC speculation persists
At a public event in China, Jianguo Tang, the chief economist at the Beijing Municipal Bureau of Economy and Information Technology, inadvertently declared that Xiaomi's self-developed 3nm SoC has successfully undergone tape out, which has garnered significant international attention
Monday 21 October 2024
Current and former ministers of South Korea's MOTIE warn of semiconductor industry crisis in 5 years
Former South Korean ministers recently gathered to assess the challenges facing the country's semiconductor industry. They cautioned that while South Korea currently leads globally in the memory sector, the nation could lose its fundamental competitiveness within five years if issues such as technological limitations in the AI era, competition from China, and insufficient power supply are not addressed
Monday 21 October 2024
Samsung's repeated HBM3E certification delays spark Nvidia tension rumors
Samsung Electronics has been unable to obtain Nvidia's certification for its fifth-generation high-bandwidth memory, the HBM3E, for almost a year. This has led to speculation about the reasons behind this, with some attributing it to the history of tensions between the two giants
Monday 21 October 2024
China's new capital stimulus for chip and tech sectors sparks overcapacity concerns
China's latest stimulus measures have injected new momentum into its semiconductor industry, particularly benefiting companies focused on "domestic substitution" across the supply chain. However, industry experts warn that this influx of capital may lead to a familiar problem of excessive capacity expansion, potentially damaging the sector rather than strengthening it
Monday 21 October 2024
India's semiconductor story: how does it compare to China's?
As India attempts to become a key player in the global semiconductor industry, comparisons with China's well-established sector are inevitable. While China has dominated semiconductor manufacturing for decades, India is now shaping its path with ambitious policies and investments to build domestic capacity
Monday 21 October 2024
Hong Kong Autumn Electronics Fair reveals key trends: Wearables and robotics set to boom in India and Middle East
The 2024 Hong Kong Electronics Fair (Autumn Edition) and electronicAsia, key indicators for China's consumer electronics supply chain, showcased promising growth in wearable electronics and robotics over the next two years. Emerging markets such as India and the Middle East demonstrated the most potential
Monday 21 October 2024
iPhone 16 sales soar 20% in China debut as demand returns
Sales of Apple Inc.'s newest iPhones in China are up 20% in their first three weeks compared with 2023's model, a positive sign for a device that struggled this year to gain traction in the world's largest smartphone market
Monday 21 October 2024
Rebellions partners with Samsung; Arm to develop AI CPU chiplet
South Korean AI chip startup Rebellions has announced a collaboration with Samsung Foundry, UK-based intellectual property core (IP) provider Arm, and IC design firm ADTechnology to develop an AI CPU chiplet platform
Monday 21 October 2024
Analog Devices highlights India's role in R&D
US-based firm Analog Devices says they consider India a crucial center for its R&D efforts, acknowledging the country as a source of engineering talent and a growing market opportunity
Monday 21 October 2024
Samsung and SK Hynix pivots to high-value memory tech to fend off China's price wars
Samsung Electronics and SK Hynix are reportedly advancing high-value-added technologies such as High Bandwidth Memory 4 (HBM4) and Compute Express Link (CXL) to maintain their dominance in memory during the AI era. Both companies face pressure from Chinese competitors, who are ramping up production and engaging in aggressive pricing within the memory market
Monday 21 October 2024
India reportedly intends to restrict PC imports after 2025, Apple impacted most
India reportedly intends to restrict imports of notebooks, tablets, and personal computers starting in January 2025 to promote domestic manufacturing. The proposed measures include a new authorization system and quality standards, which may face resistance from industry stakeholders. Among major brands, Apple is expected to be the most affected by this policy
Vortex
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research