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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
Friday 10 January 2025
Korea rides semiconductor wave as 2024 exports set a new record
South Korea's exports surged to a record-breaking US$683.8 billion in 2024. Semiconductor exports played a pivotal role, reaching US$141.9 billion, setting a new high and driving overall export growth. Meanwhile, the country's imports totaled US$632 billion, reflecting a 1.6% decrease compared to the previous year, resulting in a trade surplus of US$51.8 billion
Friday 10 January 2025
Rapidus plans to supply 2nm chip samples to Broadcom
Japanese foundry Rapidus is preparing to provide 2nm chip samples to US semiconductor giant Broadcom, after it began trial production, which is scheduled for April 2025 and mass production expected by 2027, Nikkei Asia reports. To stabilize its operations and achieve profitability, Rapidus is actively trying to secure substantial and reliable customers
Friday 10 January 2025
China's 12-inch wafer fabs ramp up output, resulting in price war over mature processes
Chinese foundries have stepped up 12-inch fab capacity expansions, which is poised to result in more heated price competition in the mature process market in 2025, according to industry sources
Friday 10 January 2025
CES 2025: Nvidia highlights robot partnerships, South Korea's absence raises concerns
Nvidia CEO Jensen Huang made a notable appearance alongside multiple partnered robots during his keynote speech at CES 2025. South Korean media observed that out of the 14 showcased robots, six were from Chinese companies, marking the highest representation, while none were from South Korean companies, sparking significant concern and discussion within the South Korean industry
Friday 10 January 2025
US-China tensions: Tencent, CATL weigh legal action against US blacklist
The US Department of Defense (DoD) has published its annual update to the Section 1260H blacklist, which identifies Chinese companies allegedly tied to the military. The 2024 list features 134 firms, including tech powerhouse Tencent and CATL, the world's leading manufacturer of electric vehicle (EV) batteries
Friday 10 January 2025
Honda and Sony face market uncertainty as Afeela 1 debuts at CES 2025
At CES 2025, Honda and Sony introduced their first electric vehicle, the Afeela 1, initially available for pre-order in California, with plans to expand across the US and Japan. This launch is a crucial step in their partnership, which started in 2022. Despite the buzz, the market remains uncertain about the vehicle's long-term success
Friday 10 January 2025
Supply chain welcomes Chinese subsidy-driven replacement wave
Major tech companies are gearing up for a surge in replacement demand as government incentives aim to stimulate sales of home appliances and consumer electronics products
Friday 10 January 2025
Unisplendour is said to consider a US$1 billion Hong Kong listing
Chinese cloud-computing and IT infrastructure company Unisplendour Corp. is preparing for a second listing in Hong Kong as soon as this year that could raise about US$1 billion, people familiar with the matter said, as mainland-listed companies make a beeline to sell shares in the city
Friday 10 January 2025
China's automotive chip reliance poses risks to EV ambitions
While China has established a leading position in global electric vehicle (EV) manufacturing and sales, the country continues to face significant hurdles in achieving self-sufficiency in automotive chips, a critical component of its automotive ambitions
Thursday 9 January 2025
China's wafer fabs turn to overseas talent for semiconductor innovation
Hua Hong Semiconductor has appointed Peng Bai, a former Intel executive, as its new CEO, marking a departure from its traditional practice of promoting senior leaders internally. This shift highlights China's wafer fabs' growing reliance on recruiting overseas returnees and globally experienced professionals to accelerate development and overcome the constraints of organic growth
Thursday 9 January 2025
BOE doubles CES 2025 exhibit, strengthening leadership in automotive displays
BOE Technology Group, a global leader in display innovation, has unveiled its subsidiary BOE Varitronix Limited at CES 2025, marking the international debut of its "HERO" initiative, a cutting-edge smart automotive application platform
Thursday 9 January 2025
China's germanium, gallium ban to hurt global supply chain
Amid the ongoing US-China chip war over the past years, the Chinese government has taken counter-measures, including export restrictions on critical materials such as gallium, germanium, antimony, and graphite, aiming to curb the development of America's military and communications industries
Thursday 9 January 2025
Formation vs. dissolution: Samsung, SK Hynix take divergent EUV strategies
Samsung Electronics has reportedly launched a new EUV Task Force (TF) to enhance its extreme ultraviolet (EUV) technology and improve yields for advanced nodes like 3nm processes. In contrast, SK Hynix dissolved its EUV TF as part of its 2024 organizational restructuring
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research