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Tuesday 14 May 2024
SiC market prospects and strategies: Interview with Onsemi VP of Industrial Power Division, PSG
Recently, Sravan Vanaparthy, Vice President of Industrial Power Division, Power Solutions Group (PSG) at On Semiconductor (Onsemi), had an exclusive interview with DIGITIMES Research to share Onsemi's views on the current development of SiC power semiconductors, as well as the trends and prospects of SiC power semiconductors next year and in the next 5 to 10 years.
Tuesday 14 May 2024
Samsung said to skip 300+ layers and directly target 400+ to reclaim 3D NAND leadership
With the rise of Artificial Intelligence (AI), the NAND flash market is experiencing significant growth. This has reignited the competition between Samsung Electronics and SK Hynix for dominance in the 3D NAND market, and their rivalry in stacking more than 400 layers of 3D NAND is expected to intensify further in 2025.
Tuesday 14 May 2024
Apple plans to make 25% of iPhones in India by 2028
An Indian top official revealed that Apple plans to increase India's iPhone production share from over 10% to 25% by 2028, indicating that Apple will explore more local suppliers to achieve its goal.
Tuesday 14 May 2024
Invest India CEO foresees mutual gains and tripled investment in collaboration between Taiwan and India
India's US$10 billion semiconductor mission is surging forward with recent collaborations and investments. The partnership between Power Semiconductor Manufacturing Corporation (PSMC) and Tata, along with Micron's substantial investments, signal decisive strides in fortifying India's semiconductor industry.
Tuesday 14 May 2024
XMC initiates IPO in Chinese competitive foundry market
Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) has begun the IPO process. However, the pure-play foundry faces a challenging journey as it seeks to differentiate itself in a fiercely competitive market dominated by numerous players engaged in mature node manufacturing in China.
Tuesday 14 May 2024
US tariff hike on Chinese EVs expected to see two immediate effect
The US government reportedly plans to raise tariffs on China-made clean energy products, especially EVs. Supply chain sources said the move will likely achieve instant success: protecting the US automotive industry from China's price war and fostering America's local supply chain.
Tuesday 14 May 2024
Huawei chip development receives all-out support from Chinese semiconductor firms
Huawei has recently launched its Pura 70 series smartphones featuring its in-house developed Kirin 9010 application processors made using SMIC's 7nm N+2 manufacturing process.
Monday 13 May 2024
Kumamoto Prefecture wants to be home of TSMC's third Japan plant
The newly-elected governor of Kumamoto Prefecture said he's ready to ensure wide-ranging support to woo Taiwan Semiconductor Manufacturing Co. to build its third Japanese chip factory there.
Monday 13 May 2024
SMIC's gross margin declines hard due to cost of supporting Huawei
SMIC released its first-quarter financial report for 2024, with revenue performance showing a year-on-year increase of 19.7% to $1.75 billion, slightly better than market expectations and comparable to UMC. It also indicated continuous growth in shipment volume and a capacity utilization rate of 80.8%, higher than 76.8% in the fourth quarter of 2023 and 68.1% in the first quarter of 2023, showcasing a significant improvement.
Monday 13 May 2024
N Chandrasekaran to chair Tata Electronics, signaling drive into semiconductors
N Chandrasekaran, Tata Sons chairman, will assume the role of chairman of Tata Electronics, highlighting Tata's determination to enter the semiconductor industry as the group forays into semiconductors, EVs, and iPhone manufacturing amid India's ambition to develop a local high-tech ecosystem.
Monday 13 May 2024
Semco accelerates glass substrate production, eyeing high demand in HPC and automotive applications
Samsung Electro-Mechanics (Semco) is reportedly expediting the development of its semiconductor packaging-use Glass Core Substrate (GCS) business by advancing the construction of a glass substrate trial production line by one quarter, aiming to stay competitive in the semiconductor materials market.
Monday 13 May 2024
US reportedly to quadruple tariffs on Chinese EVs
The US is poised to take a tough stance on China's clean energy products. The Biden administration reportedly will soon announce new tariffs on China-made EVs, solar goods, and other products, with EVs likely seeing their levy quadruple.
Monday 13 May 2024
Smartphone brands compelled to evolve again as 5G penetration in China plateaus
Since the commercial operation launch of China's 5G communication system in October 2019, the number of 5G mobile users in China has exceeded 800 million. The monthly shipment proportion of 5G smartphones has also increased to over 80%, becoming the mainstream specification in the market.
Monday 13 May 2024
Indian GaN startup explores global opportunities in telecom and EVs
An Indian startup is commercializing globally significant Gallium Nitride (GaN) semiconductor technology with applications in wireless transmitters and 5G networks.
Monday 13 May 2024
Weekly news roundup: Apple sparks speculation of partnership with EV startup
These are the most-read DIGITIMES Asia stories in the week of May 6 – May 10.
COMPUTEX Microsite
Summary of Tech Supply Chain News!
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