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Friday 8 March 2024
South Korean manufacturers secure all OLED panel orders for Apple's iPad Pro
Apple is set to launch a new generation of the iPad Pro as early as March 2024. The total supply volume of OLED panels is estimated to be 8.5 million units, and it will be fully supplied...
Friday 8 March 2024
Taiwan Electrical Association's Yu Wen-kuang says Taiwan's future is AI, forget about EVs
China's rise as a great EV power in the East presents the world and Taiwan with a fresh set of challenges.
Friday 8 March 2024
Panasonic considers growing EV battery production in US to supply Tesla Cybertruck
While demand for battery EVs has slowed, sources said that Tesla supplier Panasonic plans to increase battery investment in Kansas, the US.
Thursday 7 March 2024
Samsung accelerating its global TV expansion; LG takes dual-track approach to high-end market
Samsung Electronics is set to launch 83-inch OLED and 98-inch LCD TVs in the South Korean domestic market, and its highest-end Micro LED TV will also expand to emerging markets like...
Thursday 7 March 2024
Is Taiwan's defense industry up for asymmetric warfare?
As China's National People's Congress holds its annual Two Sessions meeting, the defense budget for 2024 submitted by China's Ministry of Finance has revealed a 7.2% growth to reach...
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore...
Wednesday 6 March 2024
Interview with UBI Research founder Yi Choong-Hoon: breaking down the competition in the panel sector
Founded in 2007, UBI Research has become South Korea's most renowned research institution regarding the panel industry by establishing a diverse OLED database through its extensive...
Wednesday 6 March 2024
XR market becomes growth focus for South Korean manufacturers as ABF substrate business struggles
Although the semiconductor industry has experienced rapid growth in certain sectors such as high-bandwidth memory (HBM), the recovery remains slow. Particularly, companies that viewed...
Wednesday 6 March 2024
Say hyun-hi to Hyundai's new IONIQ 5 N
Hyundai has announced the arrival of the IONIQ 5 N.
Tuesday 5 March 2024
Samsung and SK Hynix restart equipment investment as DRAM demand returns
The DRAM market demand is picking up, and Samsung Electronics and SK Hynix, which previously adopted a production reduction strategy, have recently shown signs of resuming equipment...
Tuesday 5 March 2024
Let them fight: Toyota momentarily pips Samsung in market value
On February 15, 2024, the market value of Japan's Toyota Motor Corporation briefly surpassed that of South Korea's Samsung Electronics
Tuesday 5 March 2024
Samsung reportedly cooperates with Applied Materials to simply EUV lithography
Samsung Electronics is reportedly collaborating with Applied Materials in hopes of reducing the number of extreme ultraviolet (EUV) process steps, which, if successful, could help...
Monday 4 March 2024
Samsung alerted? Intel foundry reportedly woos South Korean chip design houses
Intel recently re-entered the foundry market and aims to become the world's second-largest wafer foundry by 2030, targeting Samsung Electronics. This initiative entails significant...
Monday 4 March 2024
Samsung accelerates R&D in MUF process and 2nd Gen MBCFET
Samsung Electronics is reportedly promoting Molded Underfill (MUF) materials in its advanced packaging processes. Since SK Hynix has already adopted MUF technology for its High Bandwidth...
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research