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Monday 21 October 2024
Micron, Intel, Tesla get hit with collateral damage from China's national security measures
China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing serious national security risks. This claim has been widely circulated among Chinese media outlets. In a related incident, national security agencies have implied that an unnamed company is engaging in illegal surveying and mapping activities with foreign entities
Monday 21 October 2024
India roundup: Samsung Indian workers end month-long strike
Samsung workers ended their month-long strike in Tamil Nadu. The Indian Mobile Congress highlighted the country's emerging status in the global mobile phone supply chain
Friday 18 October 2024
ATE Energy expands green energy and marine projects in the Philippines
As the global energy transition accelerates, Taiwan's ATE Energy is rapidly expanding its renewable energy and marine engineering operations, with significant progress on two thermal power plants in the Philippines. The company is also poised to secure contracts for large-scale energy storage systems at these facilities
Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client Samsung Electronics, which is struggling with process advancements and delaying wafer foundry investments
Friday 18 October 2024
ASML's 3Q24 report reveals diverging paths in wafer manufacturing
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market to reassess the global semiconductor industry landscape
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered sales in recent years, have plummeted sharply
Friday 18 October 2024
India's shift to spectrum allocation for satellite broadband clears path for Elon Musk's Starlink launch
The Indian government's decision to allocate spectrum for satellite broadband rather than auctioning brings Elon Musk's Starlink one step closer to launching in India
Friday 18 October 2024
Japan-Taiwan's urban compact EV Lean3 to enter production
Through new fundraising, Japan-Taiwan electrical vehicle (EV) manufacturing company Lean Mobility has achieved a cumulative funding of JPY4.6 billion (US$30.8 million), allowing it to reach a crucial milestone towards the mass production of its urban compact EV RideRoid "Lean3.
Friday 18 October 2024
Joo-Sun Choi reportedly returning to Samsung's DS division at year's end after successful stint as SDC president
With Samsung Electronics recently announcing disappointing preliminary financial results for the third quarter of 2024, the upcoming personnel and organizational restructuring at the end of the year has garnered major attention. Reports suggest that Samsung may undertake substantial changes in its executive ranks, with one notable figure being Joo-sun Choi, president and CEO of Samsung Display (SDC)
Thursday 17 October 2024
Samsung bets on power semiconductors for EV future after LED division closure
Amidst Samsung Electronics's ongoing reform of its semiconductor operations, the conglomerate has decided to concentrate on developing its power semiconductor business. This strategic move aims to capitalize on the growing trend of electric vehicle (EV) adoption, following the company's exit from the non-core LED sector
Thursday 17 October 2024
Adani reportedly talking with more Israel firms in semiconductor foray
After a partnership with Israel-based Tower Semiconductor for a wafer fab in India, the Adani Group is reportedly talking with two large Israel-based nich technology firms to form joint ventures (JVs) in its semiconductor foray
Thursday 17 October 2024
China imposes restrictions on SiC expansion
Thanks to improving yields in producing silicon carbide (SiC), China has achieved an abundant supply of substrates, even resulting in oversupply. The country has reportedly begun imposing restrictions on approvals for SiC expansion, which has left many companies facing challenges
Thursday 17 October 2024
Chinese EV makers seek reduced output targets in Thailand amid investment wave
Amid a wave of investment by Chinese electric vehicle (EV) makers in Thailand, which aims to establish itself as an EV production hub, these manufacturers are requesting a reduction in their EV output targets due to a weak market
Thursday 17 October 2024
Vietnam's stable policies attract partnerships from global AI, semiconductor companies
In early October 2024, Nguyen Chi Dung, the Minister of Planning and Investment in Vietnam, announced that the government is prepared to collaborate with global artificial intelligence (AI) and semiconductor companies and investors. Political stability and strong support for high-tech industries provide Vietnam with a competitive advantage
Thursday 17 October 2024
Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space
In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence." The impact of this shift on Samsung Electronics' flagship device, the Galaxy S25, scheduled for launch in spring 2025, is drawing attention
Vortex
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