Friday 19 April 2024
Taiwan companies repatriate US$46.3 billion back from China in 2023
Taiwan's Financial Supervisory Commission (FSC) released data showing that as of December 2023, 1,209 Taiwanese companies had invested NT$2,735.6 billion (US$84.2 billion) in China, an increase of NT$32.4 billion from the end of 2022. However, investment repatriation from China last year alone accounted for 17.5% of the accumulated amount over the past, probably due to capital needs for supply chain migration.
Friday 19 April 2024
SK Hynix is set to surf AI wave as rivals confirm growing demand
SK Hynix Inc. will have to contend with high expectations when it reports next week after solid earnings from the likes of Micron Technology Inc. cemented optimism about demand for artificial intelligence chips.
Friday 19 April 2024
OpenAI makes first India hire in bid to shape regulation early
ChatGPT developer OpenAI hired its first employee in India, appointing a government relations head just as the country votes in a new administration that will shape artificial intelligence regulations in the world's most populous nation.
Friday 19 April 2024
SK Hynix announces deepening cooperation with TSMC to develop sixth-generation HBM
On April 19, SK Hynix announced that it had recently signed a memorandum of understanding (MOU) with TSMC. The two companies will collaborate closely on producing next-generation high bandwidth memory (HBM) products and enhancing advanced packaging technologies integrating HBM with logic layers.
Friday 19 April 2024
Samsung makes debut at Beijing auto show to promote car semiconductors
To penetrate the Chinese mobility market, Samsung Electronics' Device Solutions Division is poised to attend the upcoming Beijing International Automotive Exhibition for the first time.
Friday 19 April 2024
Japan's JIC successfully acquires JSR with delisting expected by summer
Japan-based photoresist leader JSR announced that the Take Over Bid (TOB) for its shares, led by the Japanese government and the state-backed Japan Investment Corp (JIC), had been completed. JSR will lead in consolidating the semiconductor material industry in Japan and ramping up investments in advanced semiconductor materials.
Friday 19 April 2024
Samsung group reportedly rolls out one-day weekend policy for senior executives amid business challenges
According to SE Daily and Hankyung reports on April 17, starting as early as this week, subsidiaries of Samsung Group are reportedly implementing a one-day weekend policy for their senior executives to address challenges like declining performance, fluctuating exchange rates, and oil price changes.
Friday 19 April 2024
NAND demand shows signs of recovery as Samsung and SK Hynix adjust production
With NAND Flash demand picking up, leading players like Samsung Electronics, SK Hynix, Kioxia, and Western Digital have started ramping up wafer production in NAND lines. However, to prevent price impacts, memory manufacturers are cautiously adjusting capacity and setting limits on wafer production.
Thursday 18 April 2024
Apple CEO to meet Singapore leader to wrap whirlwind Asia tour
Apple Inc. Chief Executive Officer Tim Cook is meeting Singapore's leader at the tail end of his most extensive Southeast Asia tour in years, searching for new growth markets and manufacturing locations to offset headwinds in China.
Thursday 18 April 2024
Toshiba cut 5,000 jobs to fuel digitalization and AI
Japan-based manufacturing giant Toshiba is undergoing a significant restructure following its delisting in December 2023.
Thursday 18 April 2024
Tesla overtaken by another Chinese competitor in NEV market in China
Facing challenges like being outsold by BYD in New Energy Vehicle (NEV) sales and significant layoffs, Tesla has now been overtaken by another Chinese competitor in the Chinese market in the first quarter, according to recent data.
Thursday 18 April 2024
Why did SMIC divest from China's leading OSAT?
Brite Semiconductor, in which SMIC is the second largest shareholder, officially debuted on the Sci-Tech Innovation Board, with its stock soaring, leading to the gradual recovery of SMIC's investments.
Thursday 18 April 2024
India considers Nvidia GPU purchase to boost local AI ecosystem under IndiaAI Mission
After introducing the INR100 billion (US$1.2 billion) IndiaAI Mission, the Indian government is reportedly considering procuring Nvidia GPUs to help grow the local AI ecosystem.
Thursday 18 April 2024
Tim Cook met with prime minister of Vietnam; next stop Indonesia
Apple CEO Tim Cook concluded his 2-day visit to Vietnam, during which he met with Prime Minister of Vietnam Phạm Minh Chính and promised to expand investment in Vietnam.
Thursday 18 April 2024
US to become 2nm GAA process battleground for Intel, Samsung, and TSMC
The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With more than half of the direct subsidies in their coffers, they are mandated to introduce cutting-edge 2-nm production lines on American soil.
Thursday 18 April 2024
Taiwan IC design firms seek overseas talent
The shortage of IC design talent continues to be a problem, leading Taiwan-based IC design firms to look into government and academic resources to hire overseas talent, focusing on Southeast Asia and Eastern Europe.
Research Report Database
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