India is ramping up efforts to craft dedicated AI regulations or frameworks to address challenges posed by generative AI as it prepares for the AI-driven future.
Apple is diversifying rather than expanding its supplier base in India, as indicated by its latest supplier list. Despite some concerns from the Indian government, China-based suppliers continue to play a significant role in Apple's India strategy.
As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing to deepen, China's local Electronic Design Automation (EDA) software products have made considerable progress in recent years and accelerated their development to bridge the 15 years gap with their American and European rivals.
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging behind the US in semiconductor technologies.
India-based EMS player Kaynes Semicon believes its OSAT project is expected to be approved and eyes advanced packaging, including Co-Packaged Optics (CPO), to differentiate itself from competitors in Southeast Asia.
Memory module house Adata Technology has stepped up deployments for industrial memory and storage, revenue from which is expected to jump by over 50% year on year in 2024.
Supreme Electronics, an IC distributor specializing in memory chips, is targeting the Indian and Southeast Asian markets for electric scooter demand opportunities.
In 2023, South Korea saw the first decline in rechargeable battery exports in eight years. The industry suspected that the situation is related to major battery manufacturers like LG Energy Solution, Samsung SDI and SK On moving most of their production overseas.
Microsoft touted as the world's largest AI service provider, has reportedly invited several leading figures in the South Korean tech industry to attend a high-level meeting.
The expectation for the OLED display market in 2024 is quite high, with market research firms forecasting a rebound in revenue, especially with Apple's iPad set to feature OLED displays for the first time, which is expected to drive market growth.
Nvidia is arguably the biggest "beneficiary" of Artificial Intelligence (AI) so far, but the recent 10% plunge in Nvidia's stock price and the evaporation of its market capitalization of US$211 billion have triggered concerns in the South Korean semiconductor industry.
Japan and the European Union have agreed to collaborate on a scheme to share information about battery material production locations and the supply chain. The move will help the two parties track lithium and other minerals in batteries and prevent materials from outflowing from these regions. The information sharing will also reduce Japan and the EU's dependence on battery materials produced in China.
As more EV models are available and prices decrease, EV sales have grown notably in recent years. However, the growth rate will slow in 2024, making one wonder whether the "golden cross" between EV and Internal Combustion Engine vehicle (ICE) sales will arrive on time.
