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Monday 6 May 2024
Southeast Asia and Japan attract OSAT interest amid geopolitical diversification
The semiconductor industry is witnessing significant shifts influenced by geopolitical considerations. One recent case exemplifying this trend is King Yuan Electronics's (KYEC) sale...
Monday 6 May 2024
US Treasury delays EV battery sourcing restriction, allowing use of Chinese graphite for two more years
The US Department of Treasury will grant EV makers a two-year extension for restrictions on some hard-to-trace battery materials, including China-dominated graphite. The move was...
Monday 6 May 2024
Weekly news roundup: How long can China subsidize its semiconductor industry?
These are the most-read DIGITIMES Asia stories in the week of April 29 – May 3.
Monday 6 May 2024
China-based semiconductor equipment suppliers continue to see explosive growth
Amid the indigenization efforts, China-based semiconductor equipment makers continued to witness explosive growth over the past year, as most companies reported double-digit growth...
Friday 3 May 2024
Apple's surprise iPhone China growth leaves lingering questions
Apple Inc. surprised investors with a decent beat on quarterly revenue from China, countering months of data that showed a quickening decline in iPhone sales.
Friday 3 May 2024
Huawei auto partner Seres starts earning profit while Aito M7 accident creates uncertainty
Chinese carmaker Seres, a Huawei partner, came out of the red in the first quarter of 2024 after experiencing losses for five years. The Aito EVs it co-developed with Huawei have...
Friday 3 May 2024
Qualcomm sees smartphone demand surge, eyes AI PC market entry
Qualcomm's first-quarter fiscal report has signaled an ongoing recovery in smartphone demand, with robust demand in the high-end Chinese smartphone market.
Friday 3 May 2024
SK Hynix's 12-layer HBM to hit market earlier than expected
SK Hynix recently held a press conference to unveil its development blueprint for HBM4, scheduled for mass production in 2025, a year ahead of the original plan, to maintain its technological...
Friday 3 May 2024
TSMC dominates global foundry market with 61% market share in 4Q23, says Counterpoint
Counterpoint released the global foundry market share ranking for the fourth quarter of 2023, showing that TSMC maintained its leadership status with a 61% market share driven by...
Friday 3 May 2024
Trade war likely drives up European, US consumers' interest in Chinese EV
While the European Union and the US have imposed many restrictions on China-made EVs, the measures seem also to benefit Chinese carmakers. European and US consumers have become more...
Friday 3 May 2024
SDC saw operating profits drop in 1Q24 due to weak iPhone sales and intensifying competition
With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)'s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease...
Friday 3 May 2024
China's chip self-sufficiency dream a 21st Century Great Leap Forward? How much longer can it subsidize?
Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries...
Friday 3 May 2024
Why did BYD's 1Q24 profits drop by 47.3% compared to previous quarter?
In the first quarter of 2024, BYD's net profit was CNY4.57 billion (approx. US$630 million), a year-on-year increase of 10.6%, but a significant decrease of 47.3% compared to the...
Friday 3 May 2024
Catching up the smartphone craze in China: Huawei, Xiaomi, Oppo, and Vivo take actions
In the first quarter of 2024, Huawei's revenue and net profit showed remarkable annual growth rates of 37% and 564% respectively.
Friday 3 May 2024
Turning away from price slashing in China, IPC makers look toward Southeast Asia
Smart manufacturing and edge computing trends have led to renewed demand in the Industrial PC (IPC) market.