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Wednesday 19 February 2025
China's subsidy boosts flat-screen TV sales, while chipmakers face mixed demand
China recently unveiled a series of subsidy policies targeting consumer electronics and home appliances to stimulate domestic consumption. Beyond the central government's efforts,...
Wednesday 19 February 2025
South Korea to invest US$700 million to build domestic On-Device AI chip 'Dream Team'
Despite aspirations to become a comprehensive semiconductor powerhouse, South Korea's global semiconductor market share remains at a mere 3%. The government is launching a major initiative...
Tuesday 18 February 2025
Infineon ships first 8-inch SiC product to customers
According to Infineon's press release, the company is advancing its 8-inch silicon carbide (SiC) technology, having released its first products in the first quarter of 2025. These...
Tuesday 18 February 2025
Strong fundamentals for DRAM and NAND drive memory prices to rise in 2Q25
Chip manufacturers are actively promoting price rises in the second quarter, leading to an expected rise in DRAM and NAND flash prices during this period.
Tuesday 18 February 2025
DRAM manufacturers reportedly plan to cease DDR3, DDR4 production by late 2025
The DRAM market is shifting as falling prices due to weak demand prompt top players like Samsung Electronics, SK Hynix, and Micron to adjust their strategies. These companies are...
Tuesday 18 February 2025
Fujifilm expands CMP slurry and post-CMP cleaner production to target advanced processes
Fujifilm is rapidly expanding its production of semiconductor materials in Kyushu, Japan. In addition to increasing the production capacity of chemical mechanical polishing (CMP)...
Tuesday 18 February 2025
Chinese robotics firms embrace modularization to enhance adaptability in humanoid robots
Industry insiders observe that Chinese robotics companies aim to differentiate themselves from American rivals by embracing modularization. Instead of concentrating only on full humanoid...
Tuesday 18 February 2025
DeepSeek to boost growth in AI PCs and the panel industry in 2025
Currently, there are over 30 million active users of DeepSeek's large language model (LLM), making it the most popular LLM in China. This has sparked predictions that AI PCs will...
Tuesday 18 February 2025
Automakers recalibrate electrification plans as tariffs, subsidies shift
Global automakers are revamping their electrification strategies amid shifting subsidies and tariff uncertainty. After overestimating demand outside China, industry giants from the...
Tuesday 18 February 2025
GaAs foundry Win Semiconductors positive about RF chip demand
Win Semiconductors (WIN), a GaAs foundry, is reportedly one of the beneficiaries of Apple's in-house RF component initiative. Although the Taiwan-based company has declined to provide...
Tuesday 18 February 2025
ASE CEO optimistic about semiconductor industry hitting US$1 trillion scale no later than 2032
Tien Wu, CEO of ASE, stated that while Taiwan-based companies excel in developing the "brain" of robots, key sensor technologies such as those related to vision, hearing, speech,...
Tuesday 18 February 2025
Trump's tariff shift fuels market uncertainty and forces cost cuts in the notebook industry
The tariff approach of US President Donald Trump seems to be hindering the recovery of the notebook market, prompting brand vendors to explore various strategies for reducing costs...
Tuesday 18 February 2025
NEG expands glass substrate production amid HBM and semiconductor packaging boom
Nippon Electric Glass (NEG) is increasing its production of carrier glass for advanced memory and semiconductor packaging due to the growing demand for generative AI, which has boosted...
Monday 17 February 2025
Kioxia announces capex reduction due to NAND surplus despite profitability forecast
Kioxia has projected a return to profitability for fiscal 2024 (April 2024 - March 2025). However, its capex is expected to decrease by approximately 25% year-over-year in response...
Monday 17 February 2025
SiC golden era dims as price wars, weak EV demand weigh on market
Leading silicon carbide (SiC) manufacturers, including STMicroelectronics, Onsemi, Infineon Technologies, and Wolfspeed, posted dismal financial results, fueling concerns that the...