The emergence of generative AI has made high-bandwidth memory (HBM) a bonanza, which helped the memory industry recover from huge losses due to inventory corrections in 2023.
Taiwan Semiconductor Manufacturing Company (TSMC) recently disclosed its overseas expansion progress and plans in its earnings report conference on January 18 and expressed interest in building a second fab in Japan. Surprisingly, supply chain sources said TSMC's success in Japan has inspired Singapore to pitch even better incentives to attract investments from TSMC.
With TSMC's Kumamoto fab progressing more smoothly than expected and market rumors even speculating about TSMC's second and third fabs in Japan, people wonder whether TSMC will shift part of the Arizona fab investment to Japan. The unspoken message is that the spotlight is no longer on Arizona, but on Kumamoto.
Young Sohn, Harman International's chairman, joined Samsung Electronics in 2012 as the corporate president. He led the Samsung Strategy Innovation Center (SSIC) and has been critical to helping the company discover future driving forces.
The year 2024 will be a global election year, with at least 20 national leaders to be elected, and more than 46 countries will organize various elections from January to December throughout the year. Looking ahead to 2024, the new governments and companies should prioritize establishing an overall strategy for securing economic safety.
Harman International will be critical as Samsung Electronics scales its automotive business. In the second part of an exclusive interview with DIGITIMES, Young Sohn, who chairs the Harman board of directors and is a member of Samsung's semiconductor advisory office, provided his perspectives on automotive suppliers, competition in China, and Harman's future.
With its long-time experience in the automotive sector, Harman International has formed its views on the supply chain and the industry outlook. The company is expected to report the best-ever financial results for 2023, becoming essential for Samsung Electronics' growth in smart vehicle applications.
While legacy carmakers like Toyota, Ford, and Tesla did not join the CES 2024, many luxury automakers and startups showcased their new EV models or even flying cars at the trade show. DIGITIMES reporters identified three trends after visiting the West Hall of the Las Vegas Convention and World Trade Center, where most automotive technologies were demonstrated.
The CES event at the start of every year is seen as a place where trends in the tech sector can be observed. At CES 2024, we witnessed AI PCs emerge as a common theme, signaling that it will be a trend in the tech sector for 2024.
The scale of CES 2024 has further expanded compared to the past, with Qualcomm and MediaTek showcasing their full range of technological solutions. The two firms had different end applications as Qualcomm emphasized advancements in the automotive electronics field, while MediaTek brought a complete Wi-Fi 7 solution and collaborative products. Nevertheless, the content displayed by both parties was relatively consistent, covering various domains such as smartphones, PCs, automotive, AIoT, and more.
Micro LED technology reached a significant milestone in 2023, marked by Samsung Electronics launching its 89-inch Micro LED TV to the terminal market and AU Optronics (AUO) rolling out its first Micro LED watch panel. With a strong presence at CES 2024, Micro LED is poised for substantial growth in various applications.
Looking back to 2023, the DS division of Samsung's semiconductor business suffered an overall poor performance in the memory industry, and eventually implemented production cuts to cope with the market situation.
The "globalization era" should be counted from the 1960s, when Japan and the Four Asian Tigers created a rare economic miracle by developing their industries one after another, as described by the "flying geese" theory. The period between the collapse of the USSR in 1990 and before the 2008 Beijing Olympics can be considered the golden years of "globalization."
In 1492, Queen Isabella of Spain drove out the Moors and supported Christopher Columbus in discovering the New World, evoking a pivotal moment in the Age of Discovery.
