Samsung Electronics has nearly doubled its NAND Flash production in the second quarter of 2024 after hitting a low point in the fourth quarter of 2023.
South Korean memory giants Samsung Electronics and SK Hynix, in addition to High Bandwidth Memory (HBM), will also start the competition in smartphone LPDDR DRAM stacking.
South Korea's two major display manufacturers are optimistic about evolving market demands and are targeting the on-device AI OLED market. The next-generation "tandem OLED" technology boasts superior performance compared to previous OLEDs, drawing attention to its future development.
Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer shortage and fend off challenges from Samsung Electronics in the HBM market.
Samsung Electronics Chairman Lee Jae-yong's recent visit to India highlighted the country's growing importance for the tech giant. Lee's trip, from July 11 to 14, combined strategic business meetings with attendance at a high-profile wedding, marking a pivotal moment in Samsung's commitment to expanding its footprint in the rapidly growing Indian market.
Chinese smartphone vendor Transsion quietly emerged as China's second-largest supplier by global handset shipments, just behind Xiaomi, in the first quarter of 2024.
Qualcomm has filed a lawsuit against Transsion, an emerging China-based smartphone giant, in India, alleging unauthorized use of Qualcomm's patented technologies. This legal action highlights the intensifying competition among leading mobile application processor (AP) providers and underscores Transsion's successful strategy in emerging markets.
Samsung Display (SDC) is experiencing rapid revenue growth due to Apple's introduction of the first iPad products equipped with OLED panels. SDC president Joo-Sun Choi anticipates a recovery in the OLED industry starting in the second half of 2024, and there is growing interest in whether SDC will accelerate its investments in IT OLED panels.
As the market for Thermo Compression Bonding (TCB) equipment diversifies, Semes, a subsidiary of Samsung Electronics and South Korea's leading semiconductor equipment manufacturer, is honing its focus on HBM-specific products to bolster its competitive standing.
According to Business Standard and Financial Express, India-based Cyient is expanding its semiconductor business by creating a new subsidiary. This subsidiary will focus on designing and selling specialized chips (ASICs), a move Cyient believes will position them as a major player in India's growing semiconductor industry.
South Korea's Institute of Machinery and Materials (KIMM) Nano-Lithography Research Center, in collaboration with research-oriented company Meta2People, has successfully developed the world's first nano transparent screen exceeding 100 inches. This innovative screen can adjust its transparency based on surrounding light and image information, and boasts lower production costs compared to existing transparent OLED screens, making it a promising candidate for widespread application.
India has become one of the most promising markets to sustain Apple's growth. The company, facing stiff competition in China, has reportedly seen its sales in India surge by 33% year-on-year over the past fiscal year.
Despite having the biggest car market in the world and the largest capacity for making Electric Vehicles (EV), China's automotive semiconductor self-sufficiency rate remains below 10%, according to China's Ministry of Industry and Information Technology (MIIT).
Samsung Electronics' HBM3E memory will soon obtain verification for volume shipments, potentially limiting the vendor's supply of DDR5 and other memory chips, according to industry sources in Taiwan.
Bengaluru-based Indkal Technologies has entered into a brand licensing agreement with Taiwan-based Acer to produce and sell Acer smartphones in India. As per the agreement, Indkal will handle the design, manufacturing, and distribution of Acer-branded smartphones, with the launch expected in the coming months. This collaboration marks Acer's entry into the highly competitive Indian smartphone market.