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Monday 22 July 2024
China dominates global automobile exports in 2023 as EV demand surges, says DIGITIMES Research
China's automobile exports have shown significant growth in recent years, with the export volume reaching 5.22 million units in 2023, nearly 800,000 more than Japan's, making China the world's largest automobile exporter. According to DIGITIMES Research's latest report covering China's automobile exports, China's automobile export shows several obvious characteristics such as rapidly rising volume and value, electric vehicles becoming mainstream models, and diversifying export markets.
Monday 22 July 2024
India roundup: L&T Semiconductor eyes mid-term GaN fab development
L&T is expanding its semiconductor business, which may go beyond IC design. Acer will leverage brand licensing to cultivate the Indian market and support the Make in India initiative.
Monday 22 July 2024
Industry insiders take Trump's comments with a grain of salt
Since Donald Trump has openly requested "protection fees" from Taiwan, various interpretations have emerged to gauge the attitude of the United States towards Taiwan's role in the global semiconductor industry. Local industry experts commented that if Trump made a public statement asking for money to commit to Taiwan's protection, it should be interpreted positively.
Friday 19 July 2024
Hyundai Motors to propel hydrogen bus expansion with 300 new charging stations
Hyundai Motor is set to reshape South Korea's eco-friendly bus market by significantly bolstering its hydrogen bus business. The automaker plans to make a substantial investment in Kohygen, a company specializing in hydrogen bus charging stations, to establish over 300 charging stations nationwide.
Friday 19 July 2024
Xiaomi reclaims leadership in Indian smartphone market in 2Q24
Multiple challenges slowed India's smartphone market, as vendors saw a meager 1% growth in shipments. Xiaomi reclaimed its leadership in the market after six quarters.
Friday 19 July 2024
Samsung Exynos 2500 marks pivotal comeback amid looming competition
Samsung Electronics is making significant strides with its next-generation mobile application processor, the Exynos 2500. Despite initial reports of low yield rates, recent industry updates suggest substantial progress. The success of this chip could be a turning point for Samsung's wafer foundry and System LSI businesses, particularly if it secures a place in the Galaxy S25 series smartphones.
Friday 19 July 2024
Samsung halts foundry line construction at P4 amid customer challenges
Samsung Electronics is reportedly adjusting its investment pace and postponing the construction of the wafer foundry line at its Pyeongtaek Plant 4 (P4) due to difficulties in securing major foundry customers.
Friday 19 July 2024
Singapore gears up for semiconductor boom with new land and perks
Singapore is preparing additional land and boosting amenities to draw more semiconductor wafer fabs.
Friday 19 July 2024
Samsung memory goes full throttle, advances 3D and LLW DRAM
As the AI era unfolds, the demand for memory solutions that maximize performance while minimizing power consumption is growing exponentially. Samsung Electronics is reportedly developing next-generation memory solutions, including vertically stacked 4F square structure DRAM and 3D DRAM, to meet these evolving needs.
Friday 19 July 2024
Samsung reportedly elects memory over foundry at P4 to capitalize on booming AI server market
Instead of building a foundry production line at its P4 facility as previously planned, Samsung Electronics reportedly plans to prioritize building a memory production line, highlighting the company's strategy to solidify its position in the memory market, particularly Enterprise Solid-State Drives (eSSDs) driven by AI.
Friday 19 July 2024
Huawei sues MediaTek in potential shift to IC design house patent licensing
MediaTek has issued a statement confirming that Huawei has filed a lawsuit against the company. This legal action may indicate a significant shift in Huawei's approach to patent licensing.
Friday 19 July 2024
The return of a US-China trade war? Q&A with political economist June Park
Global stock markets tumbled the day after news about US Republican presidential candidate Donald Trump's accusation about Taiwan taking the chip business from the United States and that he would impose 60% tariffs on goods from China and 10% on all goods from other countries.
Friday 19 July 2024
Fanuc completes new US facility for automotive robots
Fanuc America, a subsidiary of Japan-based Fanuc, has completed construction of its new West Campus facility in Auburn Hills, Michigan. This marks Fanuc's second US facility since 2019 and underscores its commitment to bolstering North American investment. The expansion aims to meet the surging demand for factory automation, particularly within the automotive assembly sector.
Thursday 18 July 2024
ASML's China sales surge highlights risk of tighter US curbs
ASML's surging sales to China in the second quarter accounted for nearly half of the Dutch company's revenue, revealing the limited impact of US export restrictions so far as the Biden administration considers even tougher curbs.
Thursday 18 July 2024
Debunking Trump's misconceptions on Taiwan's role in the global chip industry
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without giving anything in return. He also reiterated his belief that Taiwan should pay for defense and protection from the United States. However, a closer look reveals several misconceptions in Trump's statements regarding the US-China chip war.
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Summary of Tech Supply Chain News!
Smart meter installment expected to reach 1.74 billion by 2030, says DIGITIMES Research
China dominates global automobile exports in 2023 as EV demand surges, says DIGITIMES Research
Global high-end AI server shipments to nearly triple in 2024, says DIGITIMES Research