Key observation factors for the Asia Enterprise special report of the week of July 23-29 mainly focus on the passing of the CHIPS and Science Act; Kioxia's investment in the volume production of the 162-layer 3D NAND flash and the fact that the company remains seriously behind Micron and Samsung Electronics despite the Japanese government's JPY92.9 billion (US$710 million) subsidies; and Baidu's announcement to begin volume producing Apollo RT6 unmanned vehicle, which costs only CNY250,000 (US$37,500) and will accelerate the commercialization of Robotaxi.
Key observation factors for the Asia Enterprise special report of the week of July 16-22 include the utilization of gallium oxide (Ga2O3) epitaxy capacity of Japanese startup Novel Crystal, which is estimated to begin in 2025. Meanwhile, SK Hynix halting the construction of its new plant and Samsung Electronics reducing the production of CIS show the Korean semiconductor companies are turning conservative about the second half of 2022.
Taiwan-based manufacturers are stepping up efforts toward the electric vehicle (EV) sector and downstream EV manufacturing, midstream power systems and upstream battery materials are all areas with promising potential.
This issue we will focus on investments by Wise Road Capital and JAC Capital into smart tech sectors, such as IC design and IoT, in China's push for local semiconductor development; the intelligent value-added development of energy storage systems by Japanese companies; the cooperation between SAIC Group and QingTao Energy Development in the solid-state battery R&D.
Processor suppliers Intel, AMD and Nvidia as well as server vendors QCT, Ingrasys, Gigabyte, Supermicro and Tyan had demonstrated their new offerings via hosting events themselves or participating in major international exhibitions such as Computex 2022 and ISC 2022 during the first half of 2022.
The highlights of this edition of the Asia Enterprise research report include Samsung Electronics' advanced packaging business and the establishment of the "Advanced Packaging Group" under the DS business unit; CSOT 8.6G line's T9 project, which successfully completed its first pilot production, and the 8.6G line is also a key investment for Chinese panel industry; Huawei's launch of its second AITO vehicle, the M7, which demonstrates its three business models.
India-based telecom operators generated robust revenues from access services in 2021, the highest since the commercialization of 4G in the nation, thanks to rebounding average revenue per user (ARPU) and a large telecom user base steadily exceeding 1.15 billion.
This week's Asia tech industry summary will focus on Globalwafers' plan to establish a 12-inch silicon wafer factory in the US' Texas to mend the shortage of large-size silicon wafers in the US, while Globalwafers' Japan-, Germany-, and Korea-based competitors have also been expanding their capacities in Asia; Sharp has purchased back Sakai Display Product (SDP) to make it a wholly-owned subsidiary in a bid to improve the brand business and stabilize its panel supply; Alibaba has acquired the license for a road test of its L4-level autonomous driving trucks. Other companies that crossed from Internet services businesses to the logistics fields include Meituan and JD.com
This Asia tech industry summary will mainly focus on Japan taking a step ahead of Europe and the US in semiconductor policy; Xiaomi focusing on the integration of its smartphone and AIoT products; and Hyundai Kia lagging its five major competitors in operating margin in 2021.
This Asia tech industry summary will mainly focus on Geely completing the acquisition of Meizu to bolster its deployments for electric vehicles (EVs), semiconductors, low-Earth orbit satellites, and flying cars; Samsung Electronics reportedly cutting production due to low demand; and EV Motors Japan planning to mass-produce electric buses in Kitakyushu, Japan.