Thursday 7 December 2023
Approximately 1,400 ASML equipment installed in China, limited application for advanced chip expected
The number of ASML machines installed in China is estimated to reach nearly 1,400 units. Most installed and uninstalled machines in China may not be used in fabricating chips with advanced processes.
Thursday 7 December 2023
AI startup Sarvam raises $41 million to tap India growth
A generative artificial intelligence startup targeting the Indian market raised $41 million in fresh funding, the largest such round by an early-stage AI contender in the country.
Thursday 7 December 2023
Will lithium carbonate cost slump cut EV prices?
Battery-grade lithium carbonate prices have dropped from CNY600,000 (US$84,363) per tonne in November 2022 to the current value of CNY150,000, a decline of over 70%. Since batteries take up 30% to 40% of an EV's costs, the market has kept a close eye on whether the price slump would drive down EV costs.
Thursday 7 December 2023
South Korean fab toolmaker Nextin expanding its presence in China amid US export restrictions
South Korean wafer inspection equipment manufacturer Nextin is benefiting indirectly from the US restrictions on semiconductor equipment exports to China and is accelerating its entry into the Chinese market. While on track to build a production base in China, the company has recently supplied its next-generation AEGIS-3 equipment to a Chinese customer.
Thursday 7 December 2023
Foxconn accelerates Indian investments, expanding diversification beyond China
A Foxconn subsidiary announced a fresh investment in an Indian entity, highlighting Foxconn's commitment to ramp up its diversification move away from China.
Wednesday 6 December 2023
Lens makers see opportunities and challenges in smartphone camera spec war
With smartphone sales slumping under global inflation in recent years, the demand for CMOS image sensor (CIS) parts and lenses has also fallen. Yet sources in the supply chain point toward signs of recovery in Southeast Asia, South America, Africa, and other emerging markets, while the market in China, the focus of many observers worldwide, also shows hints of warming up early in the fourth quarter of 2023. According to Counterpoint Research, October 2023 saw a year-on-year increase of 5% in smartphone sales worldwide, finally reversing a 27-month-long trend. Demand is expected to drive sales growth into the fourth quarter and beyond, offering a glimmer of hope for the smartphone supply chain.
Wednesday 6 December 2023
Nio on track to become government-approved vehicle maker in China
China's Ministry of Industry and Information Technology has listed locally-based EV company Nio in a vehicle manufacturer's information management system. The company is rumored to take 100% ownership of its two joint plants accordingly, but it has not confirmed the news.
Wednesday 6 December 2023
'Whoscall' company Gogolook sees opportunities and challenges in exploring Southeast Asian markets
Known for "Whoscall," an app for phone number identification, Gogolook is one of the few successful software companies born in Taiwan. Listed in the Taiwan Innovation Board in July, Gogolook is expanding its business across Southeast Asia. However, the differences in languages, cultures, and user environments can pose challenges to its expansion.
Wednesday 6 December 2023
Samsung joins forces with Hanhwa for 4nm AI chip manufacturing
Samsung Electronics is actively expanding its 4nm foundry customers. It's reported that VisioNexT, a subsidiary of the Hanwha Group, will place orders with Samsung to manufacture 4nm AI chips. The hope is that this move can bring breakthroughs in the vision AI sector.
Wednesday 6 December 2023
Huawei's 5nm chip in L540 NB could be inventory made by TSMC before US ban
The latest report by Wccftech pointed out that Huawei's new notebook (NB) PC L540 is equipped with the 5nm Kirin 9006C, an SoC with 8 cores. Chinese media ITHome recently revealed that this 5nm 9006C processor has been adopted by L420 in 2021. Therefore, it is not a new chip manufactured in 2023. It is more likely that Huawei's stockpiled chips were manufactured by TSMC, before the company was banned by the US from accessing American technologies in September 2020.
Wednesday 6 December 2023
Taiwan to ban 22 national core key technologies from illegal outflow to foreign adversaries
Taiwan's National Technology and Science Council (NTSC) announced on December 5 that semiconductor processing technology for advanced chips 14nm and below, as well as the specialized gas, chemical, equipment, heterogeneous packaging, wafer level chip scale packaging (WLCSP), and silicon photonic integrated packaging technologies, which are necessary technologies applied for the manufacturing processes of advanced chips, are among the 22 core key technologies that will be kept from foreign adversaries. Those who fail to comply shall be deemed to have violated the National Security Act.
Wednesday 6 December 2023
Samsung's EUV progress: 90% pellicle transmittance, but challenges remain
Samsung Electronics recently unveiled the current status and prospects of its extreme ultraviolet (EUV) exposure process, generating significant interest globally. Particularly noteworthy is Samsung's dependence on Japanese suppliers for pellicles, with a transmittance rate of around 90%, as the company has yet to transition to domestically produced alternatives in South Korea.
Wednesday 6 December 2023
WAT Medical enhances homecare medical technology with neuromodulation-based devices
Medication has been the most common but not always the best way to treat debilitating conditions like motion sickness and migraine. Vancouver-based WAT Medical Enterprise uses neuromodulation to develop medical technologies, offering the public an alternative. Its non-invasive therapy options have become available in Asia this year.
Wednesday 6 December 2023
Apple reportedly seeks exemption for older iPhones from common charging port mandate in India
India is urging smartphone manufacturers to embrace a unified charging port by mid-2025. Apple has allegedly expressed concerns, suggesting that enforcing the rule on older iPhones might impact smartphone production in India.
Wednesday 6 December 2023
Xiaomi reportedly boosts orders for high-end model, signaling a reviving smartphone market in China
Due to high demand, Xiaomi is reportedly seeing increasing orders for its latest high-end offering, which might indicate the dawn of a recovery for the smartphone market in China.
Wednesday 6 December 2023
AMD to ship up to 400,000 new AI GPUs in 2024, say sources
According to industry sources, AMD's new-generation AI GPU series, the Instinct MI300, will be available soon, with shipments expected to reach 300,000-400,000 units in 2024.
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