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Mon, Sep 26, 2022
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Wednesday 13 April 2022
Panasonic to invest in EV batteries; Japan motorcycle makers form battery swap JV; LG, Samsung deepen deployments for kiosk market
This Asia tech industry summary will mainly focus on Panasonic planning to invest JPY 600 billion (US$4.83 billion) in electric vehicle (EV) batteries and hydrogen energy; Honda, Suzuki, Yamazaki, and Yamaha Motor jointly establishing a swappable battery sharing company in Japan; and LG Electronics and Samsung Electronics successively deepening deployments for the point of sale (POS) kiosk machine market.
Friday 8 April 2022
Showa Denko starts making 6-inch SiC substrate; CSOT India begins shipping LCD modules; Chine EV startups heating up in competition
This Asia tech industry summary will mainly focus on Showa Denko's volume production of 6-inch SiC single crystal substrate and its expanded presence in the SiC supply chain; CSOT India's first-batch of LCD product shipments were delivered to Samsung, while India-based Vedanta is planning to build LCD and OLED panel plants; and Chinese automakers XPeng, NIO and Li Auto reported financial results for 2021 with XPeng's revenues and the number of autos sold significantly increasing from a year ago. The competition between the three automakers is expected to become fiercer.
Wednesday 30 March 2022
Advantages of 800V charging architecture
A growing number of automakers are designing electrical vehicles (EV) with 800V systems to keep up with fast charging demand and alleviate EV owners' driving distance anxiety.
Wednesday 30 March 2022
Kioxia to build NAND flash plant with WD; Leapmotor plans IPO; Suzuki to build battery plant in India
This Asia tech industry summary will mainly focus on Kioxia and Western Digital (WD) planning to invest JPY 1 trillion (US$8.19 billion) to build a new NAND flash factory in Japan, China-based electric vehicle (EV) startup Leapmotor applying for initial public offer (IPO) in Hong Kong, and Suzuki Motor investing JPY 150 billion (US$1.23 billion) to produce EVs and related batteries in India.
Friday 25 March 2022
Taiwan wafer foundry industry, 4Q21
The top-4 Taiwan-based foundries - TSMC, UMC, PSMC and VIS - together generated an aggregated total revenue of US$19 billion in fourth-quarter 2021, up 6% from a quarter ago, taking their combined whole-year 2021 revenue to top US$68 billion, up 26% from a year ago.
Friday 25 March 2022
Advanced packaging technology outlook, 2020-2026
Hybrid bonding and other new advanced assembly techniques widely used for smartphone application processors (AP) and high-performance computing (HPC) chips will continue to expand advanced packaging technologies.
Wednesday 23 March 2022
EV status in India
A total of 2.76 million four-wheel passenger vehicles were sold in India in 2021 with only a 0.45% electric vehicle (EV) penetration.
Wednesday 23 March 2022
Doosan focuses on semiconductor assembly and testing; SK On to set up Turkey plant
This Asia tech industry summary will mainly focus on South Korea's Doosan Group and Samsung Electronics deepening deployments for semiconductor assembly and testing, SK On planning to build an electric vehicle (EV) battery plant with Ford and Koç Holding in Turkey, and Japan-based Mabuchi Motor aiming to cut into the EV motor and advanced driver-assistance system (ADAS) supply chains.
Wednesday 16 March 2022
South Korea may adjust tech policies; Sony and Honda to deliver first EV by 2025; India's data center market expanding
This Asia tech industry summary will mainly focus on conservative Yoon Suk-yeol being elected as South Korea's new president and possibly adjusting the country's tech industry and energy policies, Sony and Honda setting up a new joint venture to commercial electric vehicles (EV) by 2025, and India's data center market growing at a CAGR of over 10% as major cloud service providers (CSPs) continue to expand production in the country.
Tuesday 8 March 2022
Samsung post-COVID-19 outward investments
With the pandemic slowing down, Korea-based manufacturer, especially Samsung, has started undertaking efforts to diversify risks as part of its Southeast Asia strategies.
Tuesday 8 March 2022
Russia-Ukraine conflict could impact consumer electronics and automotive supply chains; Ora stops taking mini EV orders
This Asia tech industry summary will mainly focus on the Russia-Ukraine conflict impacting Taiwan-based and South Korea-based consumer electronics companies in Russia, global automakers facing potential challenges brought by the Russia-Ukraine war, and China's Ora announcing its decision to stop taking mini car orders.
Wednesday 2 March 2022
LG Innotek to invest in FC-BGA; Luxshare Precision adds EV investment; Thailand approves EV incentives
This Asia tech industry summary will mainly focus on LG Innotek planning to invest in flip chip-ball grid arrays (FC-BGAs) as substrate demand for 5G, AI, and smartphone application processors remains high; Luxshare Precision spending an additional CNY 10 billion (US$1.58 billion) on new energy vehicle (NEV) development after forming a joint venture with Chery Group; and Thailand approving tax incentives to promote a shift to electric vehicles (EVs).