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Tuesday 14 January 2025
China advances RISC-V development to counter US chip restrictions
RISC-V architecture has become the center of China's strategy to reduce reliance on US chip imports and strengthen its domestic semiconductor industry. With government backing, the Chinese Academy of Sciences (CAS) initiated the "XiangShan" project in 2019 to develop processors based on this open-source architecture. The initiative plans to launch its third-generation "Kunminghu" processors in 2025, highlighting China's ambition for self-sufficiency
Tuesday 14 January 2025
Rapidus tackles three major challenges; initial production yield target set at 50%
Prior reports indicated that Rapidus is on track to secure orders from Broadcom, with plans to deliver 2nm chip prototypes by June 2025.This positions Rapidus to successfully mass-produce chips leveraging cutting-edge fabrication technologies, while simultaneously establishing a robust customer base. The company is steadily resolving the three key hurdles it faces
Monday 13 January 2025
Enterprise SSD prices decline as Samsung, SK Hynix rethink NAND production
The enterprise solid-state drive (eSSD) market is facing potential price declines, raising questions in South Korea about whether Samsung Electronics and SK Hynix will revise their NAND flash production strategies to address the shift
Monday 13 January 2025
China's dual-use export controls disrupt supply chain relocation, affecting Apple and ODMs
China's recent export controls on dual-use items are disrupting the supply chain, impacting companies like Apple and causing delays in shipments. China's regulations, effective in late 2024, are seen as attempts to prevent manufacturing shifts. Despite reassurances from Chinese officials, confusion remains due to wide-ranging enforcement interpretations
Monday 13 January 2025
TSMC ends partnership with Singapore's PowerAIR over potential Huawei supply
TSMC has terminated its partnership with Singapore's PowerAIR amid a probe into possible US export control violations, potentially involving Huawei. This move highlights the challenges of enforcing US sanctions on Huawei, the vulnerabilities in the semiconductor supply chain, and TSMC's commitment to US regulations despite China's substantial role in its revenue
Monday 13 January 2025
Samsung homes in on AI as LG heats up data center play
The Consumer Electronics Show (CES) 2025 in Las Vegas, US has concluded, revealing distinct strategic paths taken by South Korean tech giants Samsung Electronics (Samsung) and LG Electronics (LG). While both companies leveraged generative AI (GenAI) to enhance their competitive positions, their approaches and market focus demonstrated notably different visions for the future of consumer technology
Monday 13 January 2025
Xiaomi eyes South Korean EV market with new subsidiary
Chinese tech giant Xiaomi has sparked speculation about its electric vehicle (EV) ambitions in South Korea following the establishment of a local subsidiary that includes "automobile sales" in its business operations, drawing significant attention from the industry
Monday 13 January 2025
US sanctions accelerate Chinese progress in military-grade SiC
The historical separation of Silicon carbide (SiC) material supply chains between the US and China in the military sector has been completed for years, particularly in applications such as radar systems for detecting stealth aircraft
Monday 13 January 2025
Hyundai invests record US$16 billion in South Korea to accelerate EV, SDV development
Hyundai Motor Group has announced a historic investment of KRW24.3 trillion (approx. US$16.655 billion) in South Korea, marking the largest investment in the company's history. The funds will be allocated toward the R&D and production in areas such as electric vehicles (EV), software-defined vehicles (SDV), hydrogen energy, and artificial intelligence (AI), to create future growth momentum
Monday 13 January 2025
Apple flagship smartphones exclude from China's trade-in subsidies
Most of Apple's high-end products are likely to be excluded from China's latest round of subsidies, as the country has set a price cap of CNY6,000 (approx. US$822) for eligible digital products. Under the new program, consumers will receive a 15% subsidy on the purchase of smartphones, tablets, and smart bracelets, provided the products fall within the price limit
Monday 13 January 2025
Luxshare's Wingtech ODM acquisition set to enhance design capabilities and reduce reliance on Apple
Luxshare's planned acquisition of Wingtech's ODM business by the end of 2024 aims to enhance its design capabilities and global presence, while Wingtech shifts focus to semiconductors. This strategic move will help Luxshare diversify beyond Apple orders and expand its global production amid geopolitical uncertainties
Monday 13 January 2025
LG Display may convert iPad OLED lines to iPhone panel production amid weak tablet demand
LG Display is reportedly planning to adjust its production line configuration by converting its iPad OLED panel production lines to manufacture iPhone OLED panels. This decision comes in response to lower-than-expected iPad Pro demand, according to The Elec
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES