CONNECT WITH US
Wednesday 20 November 2024
BYD-designed, TSMC-made automotive chip rumored to involve MediaTek collaboration
Chinese EV giant BYD has unveiled its most advanced self-developed automotive chip, manufactured using a cutting-edge 4nm process. Industry sources report that the BYD 9000 represents China's most sophisticated automotive chip to date, with manufacturing reportedly handled by TSMC. The chip's striking similarities to MediaTek's MT8673 have sparked speculation about a strategic partnership between BYD and MediaTek
LATEST STORIES
Thursday 21 November 2024
Auto Guangzhou: domestic brands dominate while traditional players retreat
This year's Auto Guangzhou exhibition features more than 1,000 vehicle models and 86 auto brands, with new entrants like Maextro drawing significant attention from visitors
Thursday 21 November 2024
Government subsidies drive 4Q24 TV sales with risks of overdrawing future demand
The newest round of subsidies for trade-in programs made by China's government targeting TVs and consumer electronics has effectively boosted LCD TV demand in the fourth quarter, stabilizing panel prices. The most notable growth was observed in the ultra-large TV segment, but concerns about the potential overdrawing of future demand remain
Thursday 21 November 2024
IC design houses see Chinese government subsidies stimulate demand
Chinese government subsidies successfully drove electronics sales during Single's Day shopping events, according to sources at IC design houses. However, concerns have emerged that this may have only accelerated consumer spending, potentially weakening demand in the first half of 2025
Thursday 21 November 2024
SK Hynix closes in on Samsung with NAND market share set to top 20%
SK Hynix's strategic focus on high-end NAND memory, coupled with rising AI-driven demand, is expected to push its annual market share above 20% in 2024, bringing it closer to industry leader Samsung Electronics
Thursday 21 November 2024
Japan expected to announce additional US$1.3 billion investment in Rapidus
Reports from Kyodo and Nikkei indicate that the Japanese government intends to invest around JPY200 billion (approx. US$1.3 billion) in Rapidus during the fiscal year 2025, spanning from April 2025 to March 2026. This investment aims to bolster the development of advanced semiconductor mass production capabilities in Japan. Additionally, by providing government support, the initiative seeks to encourage private-sector financing and investments in Rapidus
Thursday 21 November 2024
China PC sales expected to slump in 1Q25 after trade-in rush
The Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies, according to industry sources
Thursday 21 November 2024
China accelerates chip independence push in face of Trump 2.0
China's semiconductor industry is intensifying its drive toward self-sufficiency through expanded state funding and domestic innovation, particularly as Donald Trump's return to the White House approaches. At the 2024 China International Semiconductor Expo (IC China), industry leaders and government officials highlighted the nation's progress in strengthening its semiconductor capabilities
Thursday 21 November 2024
Samsung expands Suzhou packaging investments to bolster HBM competitiveness
Samsung Electronics is bolstering its HBM competitiveness through significant investments in advanced packaging. Upgrades are underway at its Cheonan facility in South Korea, and its Samsung Electronics Suzhou Semiconductor (SESS) plant in China is receiving new semiconductor production tools. According to Seoul Economic Daily and Businesskorea, Samsung secured contracts worth KRW20 billion (approx. US$14.32 million) in the third quarter of 2024 to drive this expansion
Thursday 21 November 2024
Rohm delays SiC plant amid EV slowdown
Rohm Semiconductor is grappling with a significant slowdown in the electric vehicle (EV) market, leading to reduced semiconductor demand and an unexpected financial loss
Thursday 21 November 2024
China's influence wanes in global supercomputing rankings amid US restrictions
China's presence in the world of supercomputing has diminished significantly, according to the latest Top500 list. The number of Chinese systems on the prestigious ranking dropped to 62 from 134 in June 2023, marking a dramatic decline that coincides with the US Department of Commerce's decision to blacklist Inspur, a major Chinese supercomputer manufacturer, in March 2023
Thursday 21 November 2024
Malaysia chip talent gap widens despite investment and training efforts
Malaysia's semiconductor industry is experiencing a significant talent drain despite substantial investments and training initiatives. The sector faces particular challenges in retaining high-level expertise, prompting government intervention through training programs while grappling with broader labor market issues
Wednesday 20 November 2024
LG Group to invest KRW1.8 trillion over five years, aiming for net zero carbon emissions by 2050
LG Group (LG) has set a target to achieve net zero carbon emissions by 2050, making it the only South Korean conglomerate to publicly announce specific carbon neutrality goals and timelines. The company plans to invest KRW1.8 trillion (approx. US$1.3 billion) over the next five years
Wednesday 20 November 2024
VinFast emerges as Vietnam's leading EV maker amid push to meet year-end delivery targets
VinFast, a Vietnamese automaker often referred to as the "Tesla of Vietnam," reported sales of 11,000 units in October, securing its position as Vietnam's leading electric vehicle (EV) brand. Concurrently, Nhật Vượng Phạm, chairman of parent company Vingroup and Vietnam's wealthiest individual, pledged additional personal investments to bolster the company
Wednesday 20 November 2024
Indian antitrust regulator fines Meta for anti-competitive practices
The Competition Commission of India (CCI) imposed a substantial fine of INR2.13 billion (approx. US$25.3 million) on Meta, the parent company of WhatsApp, citing the abuse of its dominant market position in India
Wednesday 20 November 2024
Xiaomi's EV push shines while challenges emerge
Xiaomi CEO Jun Lei recently announced the company's strongest-ever quarterly performance, a remarkable achievement given China's current economic climate. However, challenges are emerging for the tech giant
Holtek
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