DIGITIMES archived news

Summary of Tech Supply Chain News!

REALTIME NEWS

Despite passenger EV slowdown, commercial EVs surge ahead, says India's leading player

Electric Vehicles

Finesse Technology rides TSMC, Applied Materials wave: Expansion to Kumamoto with optimistic outlook

NOV

21

2024

Inside TSMC II: Nvidia's 40nm crisis and Morris Chang's solution

Xi highlights AI risks, warns against US-China decoupling

Inside TSMC I: Morris Chang's return to the helm in 2009

MLCC firm Holy Stone to see stable growth in 2025 automotive orders

Sluggish telecom market growth prompts operators to become full-stack technology suppliers, says IDC

Auto Guangzhou: domestic brands dominate while traditional players retreat

IQE Taiwan IPO plans remain for 2025 amid strategic review

Government subsidies drive 4Q24 TV sales with risks of overdrawing future demand

SSD sales to outperform DRAM module sales in 2024

Edom monitors infrastructure development; partners with Nvidia on industrial control, healthcare

IC design houses see Chinese government subsidies stimulate demand

SK Hynix closes in on Samsung with NAND market share set to top 20%

Apple and Xiaomi lead China's Single's Day sales with Honor gaining ground

Taiwan govt to leverage semiconductor and AI advantages for US tariff exemption talks

Japan expected to announce additional US$1.3 billion investment in Rapidus

TSMC quietly forms advanced packaging supply chain cluster in Southern Taiwan

GlobalFoundries cements Chips Act deal for US$1.5 billion grant

China PC sales expected to slump in 1Q25 after trade-in rush

Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China

Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions

China accelerates chip independence push in face of Trump 2.0

Samsung expands Suzhou packaging investments to bolster HBM competitiveness

Trump's tariff could spur development of 10 new US wafer fabs

Rohm delays SiC plant amid EV slowdown

China's influence wanes in global supercomputing rankings amid US restrictions

Malaysia chip talent gap widens despite investment and training efforts

NOV

20

2024

SpaceX launches Starship rocket as Trump and Musk look on

LG Group to invest KRW1.8 trillion over five years, aiming for net zero carbon emissions by 2050

FocalTech expects continued growth in TDDI chip sales

VinFast emerges as Vietnam's leading EV maker amid push to meet year-end delivery targets

Indian antitrust regulator fines Meta for anti-competitive practices

Mobile panel upgrades accelerate, OLED DDI to become mainstream by 2025

Tech sector braces as Trump signals new tariff offensive

LG Electronics reportedly establishing third plant in India

LG Display unveils stretchable panel with 50% expansion, redefining next-gen displays

Taiwan's GenAI adoption to peak during 2025-2030 amid budget and expertise challenges, says DIGITIMES Research

Liquid cooling for servers set to take off: 4 main challenges ahead

Supermicro seeks Nasdaq extension to Feb 2025, tapped auditor BDO under question

Foxconn invests NT$15.9 billion to establish flagship headquarters in southern Taiwan

Professional Computer Technology forecasts profitability in 2024 despite challenges, eyes AI-driven growth

TSMC faces mounting pressure as Arizona chip push intensifies

US Commerce plans US$285 million for semiconductor digital twin research

Xiaomi's EV push shines while challenges emerge

Competition in automotive chips intensifies as Taiwan-based companies target mid-to-high-end market

Samsung reportedly to phase out MLC NAND production in 2025

Taiwan PMIC makers struggle to gain foothold in DDR5 market

WPG to see weaker growth in 2025, with opportunities in auto solutions

China slashes export tax rebates for solar panels and lithium batteries by 30%

AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs

China-based foldable pioneer Royole Technologies declares bankruptcy

BYD-designed, TSMC-made automotive chip rumored to involve MediaTek collaboration

Taiwan chip gear makers cash in on TSMC 2Q24, 3Q24 orders

China's chip advances stall as US curbs hit Huawei AI product

PC Partner relocates headquarters to avoid US export restrictions

Eternal Materials eyes cautious 2025 growth with China's short-term revenue share steady at 60%

Taiwan bolsters defense autonomy amid rising global tensions

Huawei Mate 70 series set to launch on November 26

South Korea delays national supercomputer launch to 2026 amid AI chip shortage

SK Hynix accelerates US expansion with new packaging facility, strengthens ties with TSMC, Nvidia

NOV

19

2024

LGD expands Vietnam OLED module production with US$1 billion investment

Foxconn revises recruitment ads in India after discrimination allegations

Taiwan Cement accelerates low-carbon push amid regulatory hurdles

India's wearable market experiences consecutive shipment declines

Wolfspeed fires CEO amid EV slowdown

Taiwan drone alliance partners with Poland to boost global reach

Chinese automotive giants dazzle with smart driving innovations, steering China's 2025 market trends

Dell launches Nvidia GB200 with Ingrasys as key enabler

Samsung smart glasses poised for 3Q25 debut to redefine wearable tech

Musk stirs Germany's political waters as Intel's US$10 billion fab faces setback

Multinationals moving to Vietnam to establish IC backend operations

Mitsui Mining & Smelting raises copper foil prices, impacting South Korean semiconductor supply chain

MiTAC unveils AIoT innovations to drive smart cities and mobility

Linde LienHwa set to lead Taiwan's hydrogen vehicle market with new plant launch in 2025

Smartphone display panel prices stabilize as TCL reaches global top three

EU-China EV pricing talks advance on the cusp of Trump's second term

Trump's potential EV tax credit cut could boost Tesla's market dominance while challenging rivals

Micron adopts pragmatic China strategy amid US tech restrictions

Supermicro names BDO as new auditor, easing AI server supply chain uncertainty

UK compound semiconductor provider IQE considers sale of Taiwan subsidary

Fierce price war in the PMIC sector begins to ease as inventory stabilizes

Tech giants navigate Trump's return: stand up or stay silent?

Adhesive maker Nan Pao eyes revenue growth in 2024, 2025

GPTC sees wet process equipment orders soar on advanced packaging boom in 2025

AMD distributor Weikeng eyes 2025 AI boom

Foxconn partners with Nvidia Omniverse to develop AI-driven factories

Nichidenbo expects AI servers to drive growth in 2025, as PC, consumer product shipments remain stable

Samsung holds tool-in ceremony for new R&D campus, scheduled to start operation in 2025

GSEO expects stronger lens orders from 2025 smartphone market

IPC makers expect market rebound soon, but are weary about new US administration

AMD's layoffs: trimming resources or deeper cuts?

Trump's return sparks concerns over AI regulation and cloud operations in China

Japanese chip equipment makers see mixed outlook amid AI boom, China slowdown

Chinese SSD brands on the rise: YMTC Zhitai tops Samsung in e-commerce sales

China's DDR4 price war disrupts global DRAM market

Samsung foundry eyes Qualcomm and Nvidia for 2nm and 3nm orders

NOV

18

2024

China EV makers bet on self-driving models to fend off Tesla

Taiwan minister leads mission to Lithuania to discuss drone tech

Global display panel market to hit US$118 billion in 2024, driven by OLED and AI

Nvidia's Blackwell rack design reportedly faces overheating, potentially delaying shipments

SK Siltron secures US$544 million loan to support SiC wafer production

Trump 2.0 to see more radical 'America First' policies, not allowing allies to take advantage

Moore Threads initiates A-share IPO process with a valuation of approximately CNY25 billion

NetApp seeks collaboration with Taiwanese server manufacturers to explore AI vertical market opportunities

Car rental giants Hertz and Sixt get hit by 'triple blow' in EV transition

Brands compete in the AI+ eyewear market, with Xiaomi and Baidu joining the fray

EU-China trade war reshapes solar and EV landscape

Hiwin sees bright US automation prospects amid Europe's slowdown

Samsung's bonus cuts spark fear of researcher exodus

Foxconn advances into the AI server market at SC24, showcasing GB200 racks, new HGX products

Chenbro struggles with year-end AI server supply amid surging demand

China+1 success hinges on logistics optimization, Dimerco says

Silicon wafer shipments rise in 3Q24, says SEMI

AMD hits record server market share in 3Q24 as Intel counters in client PC market

Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains

Taiwan tech supply chain at crossroads: AI boom meets geopolitical tensions

Trump's tariff shake-up: 4 playbook strategies for Chinese EV makers

Huawei and Xiaomi claim over half of China's AI smartphone market

China-based LCD giant BOE to enter chipmaking with Beijing wafer fab investment

TSMC adjusts CoWoS capacity plans amid Trump 2.0 uncertainty

India roundup: India to generate 1 million jobs in semiconductor industry

Tata reportedly closes deal to acquire majority stake in Pegatron's iPhone-making facility in India

Applied Materials projects Chinese sales to stabilize following capex expansion

Weekly news roundup: Intel-AMD merger plan faces market doubts, antitrust scrutiny

LG Energy Solution becomes SpaceX's first long-term battery supplier in strategic aerospace shift

Trump's economic policy: No trade is free

iPhone breaks record quarterly shipments in India in 3Q24

India reportedly plans import curbs on PC and notebook hardware to boost local manufacturing in 2025

Rapidus to receive Japan's first EUV equipment in December

NOV

15

2024

TSMC Arizona secures $6.6 billion CHIPS incentives funding to bolster U.S. leadership in advanced semiconductor manufacturing

DIGITIMES Tech Forum 2025: Ongoing US-China tension draws attention to overseas transfer plans in the electronics industry

Compal eyes Nvidia AI server partnership for 2025

DIGITIMES 2025 Tech Forum: Decoding the new 'smiling curve' - navigating server sector challenges

Technological evolution in history

Trump's win casts shadow on Japanese and Chinese automakers' Mexico plan

Global SiC substrate prices plummet as China expands production

US, China, EU push for localization: Europe's chip giants warn of unintended fallout

Trump's return may reshape Tesla's China battery strategy for mass-market EVs

Taiwan's AI Basic Act set for 2025: Four competing versions in play

Trump 2.0 prompt SK Hynix and Samsung to weigh China exit plans

Samsung's Pyeongtaek P4 expands to NAND + DRAM; to host premier packaging facility in Cheonan

China's EV advantage pressures European automakers: Strategic alliances or risky moves?

China exports only 2.6% of EVs to North America from Jan to Sep 2024; likely to decline even further post-Trump

Taiwan's electronics and ICT sectors capitalize on geopolitical and technological advantages for record exports

Foxlink launches Taiwan's largest AI supercomputing center to serve SMEs

Topco Scientific on track to meet 2024 revenue targets

Germany's automotive cuts feed semiconductor talent race

Power device firm Panjit eyeing bigger presence in Europe

Ledtech expands low-temperature lighting market share by entering low-carbon lighting sector

Walmart's ESL rollout gains momentum as E Ink eyes 2025 surge with Trump's return

IntelliEPI eyes return to sales growth in 4Q24

Foxconn sees growth in 4Q24, optimistic about 2025

Taiwan IC design houses remain optimistic despite trade and war tensions

Financial resilience key to AI server ODMs amidst booming demand from likes of Nvidia's GB200

Adata continues dumping inventories until year-end

Foxconn expects AI servers to account for over 50% of server revenue in 2025, but EV targets might be delayed

Global PMX presses forward with Mexico expansion, defying industry caution amid EV transition

Xiaomi's smart factory claims to reach 100,000-unit production milestone in record time

Chinese EV makers weigh relocation as EU trade tensions mount

South Korean upstream suppliers power AI memory supply chain for Nvidia, SK Hynix

Akash Systems lands CHIPS Act funding to advance AI with diamond cooling technology

NOV

14

2024

ASML maintains bullish 2030 outlook on AI-driven demand

AMD cutting about 4% of workforce to focus resources on AI push

Sumco expects declining profit in wafer sales in 2024

ENLight, Bulky Animation forge AI alliance to revolutionize filmmaking

Industrial level digital twin plan: from AI factory to AI solution

Three Chinese solar firms accused of US$2.64 billion tax dodge in India

Kaori forms thermal tech subsidiary to capture AI cooling demand

CATL open to US investment if Trump welcomes Chinese capital

TSMC unveils Taichung zero-waste center, reducing 130,000 tons of waste annually

Accton invests in InLC to enhance optical communication capabilities

AOpen gains record profits in 3Q24

Taiwan IC design houses pursue growth opportunities in challenging auto sector

Zhen Ding targets 70% revenue from AI applications by 2025, expands across four key sectors

Huawei, JAC Motors partner to launch ultra-luxury EV brand

Sixxon Tech rides AI wave, targeting strong growth in thermal, chips, and optical comm. applications for 2025

Unisoc accelerates IPO timeline with solid shareholder lineup and AI focus

Chairman of top Chinese OSAT 'JCET' resigns after state-owned company becomes largest shareholder

TSMC responds to discrimination allegations in US facilities

G-Shank's non-3C revenue surges, AI applications to lead 2025 growth

Chip resistor supplier Ta-I maintains 70-80% utilization rate amid stable pricing

Pegatron substantially expands server operations for 2025

PMIC firm Silergy expects 15% of revenue to come from automotive in 2025

Liquid cooling demand set to surge as Nvidia plans next-gen AI chips

Nvidia RTX 50 series ready to launch, with full attention from supply chains

Taiwan automotive market potential leads Kia to host first overseas EV Day

Wiwynn hits record-high profits in 3Q; expands capacity to meet demand

Chinese MCU firms see demand recovery, optimistic about 2024 sales results

Bracing for 'Trump 2.0': TSMC delays Arizona plant opening ceremony; Intel and Samsung steel up for challenge

Zeiss opens first global capability center in India

TSMC targets PhD talent in Japan to boost semiconductor research

Automotive chip fab projects face suspension in Europe amid EV slowdown

India to generate 1 million jobs in semiconductor industry

Senao Networks weighs US production amid Trump comeback

Samsung reportedly completing HBM4 development by 2025 to secure Nvidia orders

NOV

13

2024

Apple's next device is an AI wall tablet for home control, Siri, and video calls

WinWay's profits soar in 1-3Q24 driven by AI demand surge

TEL benefits from AI demand; revenue share from China projected to decline

Foxconn's reforms drive Sharp to strong 2Q24 profit turnaround

SEIT and Taipower pioneer community EV charging with smart systems

Taiwan supply chains brace for Trump's upcoming wave of global tariff

SoftBank plans supercomputer With Nvidia Blackwell chips

EPC prevails in GaN patent case, halting Innoscience's US market entry

AI servers power ODM revenue hike as Quanta, Wiwynn lead pack amid sluggish PC market

Compal's 2024 first-three-quarters profit surpasses full-year 2023

Nokia and Dixon begins manufacturing fixed broadband devices in India

SAS expands renewable energy portfolio with Anneal Energy stake

Jarllytech reports flat October revenue, expects growth from foldable device recovery and notebook orders

With CoWoS demand booming, fab equipment maker GPTC seeks to keep up with TSMC

Network communications sector sees inventory adjustments come to an end; 2025 operations trending upward

Phison anticipates NAND tight supply in 2H25 as upstream manufacturers reduce production

Machvision invests in Hye Technology, eyes growth in advanced packaging

Audix expand AI servers testing and certification business

PMIC firm GMT steps up non-consumer applications developments

Peripheral IC firms eye growth in 2025 on AI server demand

GIS expands fingerprint recognition market in 2025 amid industry's moderate growth in second half of 2024

Apple may seek Foxconn's global capacity for AI servers

Chinese fab toolmakers invest more in R&D amidst domestic replacement wave

Passive component company Podak enters AI server supply chain amid 2025 demand shifts

From the known to the unknown: Inside Zeiss's semiconductor journey

Apple expected to scale up iPhone production in India following Trump win

Trump's victory raises stakes for South Korean display makers

Trump's second term set to shake up US tech landscape: ripples across AI, semiconductors, EVs, and China ties

TSMC now reportedly operates over half of global EUVs, weighs high-NA adoption

NOV

12

2024

TSMC board approves US$15 billion for new facility and advanced node capacity

Japan pledges fresh US$65 billion in support for chips and AI

Huawei's HarmonyOS plans global expansion by 2026, taking on Android with ground-up developer migration

AI and semiconductor gains fuel automotive supply chain growth

Asus expects sequential revenue decline in 4Q24 despite Black Myth boost

Fitipower eyes 2025 growth with ESL, mobile DDIs amid nine-quarter revenue high

Syncmold expands investments in Thailand

Merger speculation raises questions for Intel, AMD future

Kai-Fu Lee: AI 2.0 is the third wave of tech revolution, slams current AI ecosystem as unhealthy

Intel's German fab plans face setbacks amid the collapse of governing coalition

India-based PC contract manufacturers reportedly receive few-than-expected orders despite incentive scheme

Kioxia expects explosive demand for NAND, to introduce equipment to expand production

Apple's OLED MacBook Air faces delay as suppliers push back on pricing demands

Tesla becomes the only foreign automaker to receive China's auto privacy protection mark

YTL Group turns to Wiwynn for AI data center orders amid Supermicro uncertainty

Samsung eyes TSMC alliance to close HBM gap with SK Hynix

Taiwan advances quantum tech research for defense and industry applications

VIS experiences power outage at fab

BeiDou chip developer enters supply chains of top-5 Chinese handset brands

Double 11 sales surge drives mobile device demand

Foxconn treading carefully as Trump set to return to White House

SpaceX Taiwanese suppliers have no plan to relocate manufacturing abroad, says Taiwan MOEA

Weltrend sees AI server demand driving growth in 4Q24

Will ZT, Supermicro lose AI server orders? Experts say order transfer not easy

China subsidy programs boost short lead-time orders for home appliance chips

Five key impacts of TSMC's 7nm AI chip sales halt to China

Testing house Sigurd breaks ground on US$80.1 million Taiwan facility

Traveling to the past with Zeiss

Japan allocates US$130 million to advance semiconductor back-end automation

Taiwan manufacturers ready for takeoff amid aerospace supply chain disruption

AUO and Innolux see October revenue slips amid off-season slowdown

Taiwan fab toolmakers benefit from TSMC's CoWoS demand spike

Will Trump's China tariffs threaten Taiwanese businesses in 2025?

Pat Gelsinger seeks stronger CHIPS Act backing from incoming Trump administration

NOV

11

2024

Germany's auto giants face multiple policy pressures amid Trump retaking power

Himax results exceed expectations, driven by automotive IC revenue and Chinese orders

Kioxia invests in CXL memory, aims for commercialization in 2030

Gudeng Precision marks 2 years of profit growth, expands capacity and advances processes

Rohm anticipates first loss in 12 years due to weak EV and China demands

JPMorgan braces for 'impactful' first two years of Trump

BYD closing in on Ford deliveries after besting Tesla on revenue

Advantech expands North American operations to meet growing global market demand

AI boom drives data center evolution and strains global energy grid

Accton expands optical tech for AI data centers in 3Q24

Wah Lee's CoWoS enters leading supply chain; delivers FOPLP key materials samples to manufacturers

AI server demand soars as Quanta ramps up US expansion

South Korean OLED TV panel shipments forecast to jump in 2024

US directive halts TSMC's sub-7nm supply to China; Samsung, SMIC may fill gap amid AI funding and capacity strain

Adata aims for NT$40 billion in annual revenue, poised to achieve second-highest record

Zeiss shifts to data, integrated services with optical technology at its core

SK On achieves first-ever profit, powered by 4 key success factors

India-based Tessolve acquires German IC design house

ASE expands to Mexico with first North American packaging facility post-US election

TSMC to reportedly suspend sub-7nm chip supplies to China

India roundup: Trump's return expected to boost India's 2025 manufacturing prospects

Huawei chip controversy puts Taiwan's tech controls under scrutiny

Tata in talks with Singapore for semiconductor cooperation

Weekly news roundup: TSMC's Arizona milestone looms as global chip industry navigates political, technical crossroads

HD Renewable invests in Australian power market with US$29million ZEN Energy stake

US chip curbs boost Huawei's lead in China's autonomous vehicle race

China's auto sector embraces Huawei as a partner, but tensions linger

TSMC poised to expand advanced chips production in the US during Trump second term

NOV

8

2024

CHIPS Act Funding Fuels Corning's EUV-Grade Glass Production, Strengthening U.S. Semiconductor Supply Chain

Trump's win sets off race to complete Chips Act subsidy deals

Chicony Electronics eyes 2025 notebook replacement boom, post-election overseas adjustments

Arcadyan remains optimistic for 2025 despite challenges, citing Wi-Fi 7 and broadband infrastructure as growth drivers

Taiwan's semiconductors: key AI asset poised to withstand US political shifts

Trump 2.0 could push TSMC's 2nm production to US, Taiwan official signals inevitable shift

Japan's Denso taps Telangana for automotive innovation hub in India

Bolstered by US partnerships, Micron's HBM3E progress outpaces Samsung

Orders from key clients boost TSMC's October revenue to over NT$300 billion

Trump's return expected to boost India's 2025 manufacturing prospects

Wafer Works launches 12-inch semiconductor fab in Taiwan to power global AI and EV growth

UAlink group challenges Nvidia's NVLink with open AI standard in 1Q25

AI agents and workflows are the next frontier in generative AI, says Andrew Ng

Small suppliers adapt to regional supply chains amid production shifts

Burgeoning automotive, AI applications drive growth for non-OEM PCB player Eikei

Flexium unlikely to see transformation yield fruit until 2H25

Trump's Mexico tariff threat could reshape global auto supply chain

SMIC aims to capture one-ninth of global chip market amid Chinese import substitution

TSMC exec sees broad trend of collaboration in response to Trump tariff threats

TSMC's Arizona fab opening reportedly set for December; Trump, Biden, Morris Chang expected

Forcelead expands automotive DDI portfolio with focus on OEM and aftermarket in 3Q24

IC design house PixArt upbeat about gaming mice demand in 4Q24

China braces for escalating US restrictions on chipmaking

SMIC reports record revenue, but faces competition with limited gross margin

Ennostar returns to profitability in 3Q24 with focus on Micro LED and client partnerships

Taiwan AI server supply chain braces for higher US trade barrier

Quanta to expand SEA production portfolio amid surging demand post-US elections

10 years of AI innovation: How SenseTime is shaping China's AI future with bold LLM investments

Tenstorrent fuels Japan's RISC-V chip design pipeline through US training program

Taiwan semiconductor sector's renewable energy demand rises, regulatory flexibility is key

Snapdragon Summit recap: Oryon CPU and AI to shape Qualcomm's next-gen strategy

TSMC's strategies to navigate as second Trump term looms

NOV

7

2024

Wah Hong expands to 3D snapshot sensors to enhance drone and EV applications

EgisTec partners with Asicland to jointly target South Korea's HPC market

Taiwanese IC lead frame provider to expand capacity in Malaysia

Trump's return sparks rise of a 'new triad of ideologies,' says Pegatron chairman

Huawei's HarmonyOS faces commercialization challenges, receives boost from digital yuan applications

Kioxia begins K2 facility operations despite NAND market challenges

Panasonic's battery division offsets EV sales slowdown with rising demand for data center energy systems

Arizona and Taiwan boost aerospace, defense partnerships amid rising demand for local supply chains

MacBook Air upgrades to 16 GB RAM, matching AI PC standards

China's domestic CPU maker Hexin collapses: A signal of growing challenges for tech startups

US CHIPS Act expansion set to benefit South Korean solar manufacturers

Chinese lithium battery makers face domestic price wars amid global expansion hurdles

Transcend expects 4Q24 spot memory price drops to stabilize

Novatek expects weaker 4Q24, looks to AI-driven edge demand for 2025 growth

Silicon Valley shifts right: What Trump's return to power means for tech and Taiwan

Drone market growth driven by service applications rather than hardware

India's Sahasra Semiconductor taps expat talent, plans year-end customer reveal

Huawei reportedly offers triple salaries to poach TSMC engineers

Toyota suppliers cut fiscal guidance amid sluggish sales and production cuts

National-level computing power emerges as key indicator of global competitiveness

Apple reportedly offers Indonesia manufacturing investment to overturn iPhone ban

Observing Germany's top industry player Zeiss

Win Semi sees compound materials gaining ground in AI, communications markets

ASML expects China revenue to drop to 20% in 2025

European automakers face continued challenges in auto industry electrification

Donald Trump's victory sparks SEA concerns over China +1 strategy amid tariff threats

Taiwan drone supply chain ranks second globally, says AI Fund's Andrew Ng

Catcher to set up factory in Thailand, signaling broader supply chain movement

Trump's economic revival sparks uncertainty in tech sector

China could lead in AI applications despite US tech edge, says ex-Google China chief

Semiconductor industry applauds Trump's win and TSMC's future prospects

Taiwan's Micro LED industry urged to accelerate innovation amid rapid OLED advancements

Brogent forecasts record growth in 2025 with post-pandemic expansion

Peter Chen insight: Qisda prepares for Trump's 'Tariff 2.0' and US manufacturing shift in 2025

Arm sees 2Q25 growth on smartphone recovery and AI momentum

Trump win threatens future of Inflation Reduction Act subsidies in 2025

Trump comeback likely to raise trade barrier against China in 2025

Qualcomm surpasses expectations with strong 4QFY24 driven by handset gains, boosted by 40% growth in China OEMs

NOV

6

2024

Winbond inks Taiwan's first offshore wind power deal with energy retailer

Applied Materials, Lam Research reportedly urge suppliers to phase out China-sourced components

Inventec expects double-digit sequential growth in server revenue

GlobalWafers' profit slumps through 3Q24; CEO expects 90%+ utilization for 12-inch wafers

HBM and beyond: SK Hynix deepens strategic partnership with TSMC

Kyocera faces challenges in entering AI chip supply chain amid organic packaging substrate slump

Hybrid energy islands emerge as promising renewable technology solution

GF faces penalties for shipments to SJS despite SMIC, JCET divesting stakes

SK Hynix reduces DDR4 production, accelerates shift to AI memory

LG doubles down in Vietnam: R&D expansion fuels Southeast Asia expansion

Acer e-Enabling Service Business reports record profits for 3Q24

IC distributor WT Micro expects over 10% revenue drop in 4Q24

NexChip and Samsung Foundry lead 3Q24 LCD/OLED driver IC markets

Meta advances XR ecosystem to power next-gen smart devices, says DIGITIMES Research

BenQ Materials initiates Micro LED shipments, projects 2025 panel supply and demand to align with 2024

Nuvoton enters off-peak season in 4Q24, expects continued demand in CSP customer projects through 2025

Tesla loses monthly EV sales crown to BMW in Taiwan

Qorvo maintains UWB positioning edge amid Bluetooth, SparkLink Alliance competition

Lenovo files preemptive lawsuit against ZTE in UK amid cross-licensing dispute

Xiaomi India president to step down by 2024-end

GlobalFoundries' 3Q24 earnings: 7% revenue growth driven by design wins despite YoY decline

Chicony Power eyes growth through AI, net-zero initiatives, notebook replacement demand

F1 and Lenovo on track to drive the era of AI-powered racing

Mature process fab capacity stays oversupplied; VIS sees price war ease but pressure remains

Polarizer firms CMMT boosts high-value product deployment

Elan bullish about notebook growth in 2025, with new products in tow

Datang files lawsuit against Unisoc in China

Super Micro misses revenue estimates amid accounting concerns and GPU delays

Chinese regulations strictly follow two premises, hindering lithium battery exports

AP Memory seeks to capitalize on robust HPC and AI chip demand

Backend firm ChipMOS cautious on 2025 capex amid DDI market concerns

Tesla sales in China fall 23% in October

Intel CEO briefly visits Taiwan to finalize 3/2nm production capacity at TSMC

To split or not to split: Intel's dilemma has no clear-cut solution

Software-defined vehicles: the AI-driven race to unlock chip potential

Ibiden and Shinko Electric optimistic about AI, but standard server demand remains weak

Apple delays affordable MR device, reportedly plans to launch Vision Pro 2 first in 2025

Samsung's new semiconductor R&D campus to launch, driving next-gen memory development

NOV

5

2024

Is the iPhone 16 selling well? Foxconn's record October revenue offers initial clues

Single's Day and GenAI set to boost year-end smartphone sales amid Apple's slowing growth momentum for 4Q24

RichWave sees growing momentum in Wi-Fi 7, but margin erosion persists

Top CSPs commit to strong investments in AI data centers, ensuring prosperity for Taiwanese suppliers through 2025

Taiwan chips in over US$103 million to boost AMD's R&D center initiative

Upcoming Huawei smartphone with flagship Kirin SoC will be zoomed in again

Southeast Asia's digital economy slows as consumers cut spending

Silicon capacitors propel Semco toward high-performance markets

x86 Alliance takes shape as Intel and AMD join forces in AI era

Apple's US$280.8 million Chinese R&D expansion raises alarms for South Korean industry and US national security

OpenAI in regulator talks to become for-profit company

NXP forecasts lower 4Q24 results due to falling auto chip demand and macro issues

US election to catalyst Taiwan's global semiconductor expansion, says Microip chairman

China extends lead over Japan in global auto exports, defying tariff challenges

SDC advances its 8.6G IT OLED mass production plan to 2025

Meta ups investment in AI and XR despite rising losses, eyes 2025 growth

Nvidia's Jensen Huang requests early shipment of HBM4 from SK Hynix

Trump teases shutting down CHIPS Act: what does it mean?

AutoSys cuts into supply chain of US, Japan auto makers

MA-tek to open Hokkaido lab early to meet 2nm chip demand

Ilitek prepares for 2025 expansion with OLED, auto and notebook DDI portfolio

AUO pivots to silicon photonics over FOPLP race

PC firms see seasonality, US election impact 1H25 sales

Micro LED's massive application potential reaches turning point, says AUO chairman

New iPhone sales in China are challenging to penetrate

Semiconductor supply chain examines how US election affects TSMC and Intel

CHPT posts double-digit revenue increases in October

Lessons from Vietnam: how Apple could strengthen its supply chain amidst struggling expansion in India

Toyota, Hyundai chiefs signal potential alliance in racing event, fueling EV cooperation speculation

NOV

4

2024

Intel CEO slams federal delays in CHIPS Act funding, calls out media on 'irresponsible' takeover rumors

Smart mobility raises parking infrastructure concerns

Samsung denies voluntary retirement and layoff rumors as executives strategize foundry solutions

Apple to buy Pixelmator, maker of popular photo-editing apps

Toshiba fights back, aiming to double power chip market share to rival global giants in 2030

Tech giants are set to spend US$200 billion this year chasing AI

Beyond racing: Silverstone now drives high-tech innovation across industries

Xiaomi SU7 Ultra challenges Porsche, may intensify Volkswagen's struggles

Nvidia steps in to restructure Supermicro orders, reshaping AI supply chain

Chinese EV makers aim for Europe as budget models flood market

Political undercurrents surge in Silicon Valley with Musk, Gelsinger at tip of iceberg

Generative AI faces bottlenecks from limited data, rising resource demands, and copper shortages

China's EV sector set for major shift by 2025: Supply chain sees new opportunities

CHPT anticipates full-year quarterly growth, secures new US HPC orders for 4Q24

Astera Labs joins UALink alliance for US$5 billion market

SK Hynix CEO unveils world's first 16-high HBM3E at SK AI Summit 2024

TSMC advances waste liquid regeneration with suppliers

Parade sees strong 1Q25, with USB4 retimer chips driving growth

Samsung and SK Hynix heat up next-gen memory race with cryogenic etching breakthroughs

iPhone 16 shows resilience as market cautiously observes Apple Intelligence's impact

Google Cloud soars amid AI demand as antitrust shadows fall over ad business

Innolux sells Chinese assets, second sale in two months amid cooling panel demands

iPhone 16 has a steady start in China but Huawei narrows the gap ever closer

US sanctions on Indian entities may challenge Nvidia's market expansion plans

Samsung plans 400+ layer NAND and cutting-edge DRAM for 2026 to reclaim AI memory market

US invests US$825 million in EUV facility to boost chip development

Samsung faces unprecedented crisis as core businesses stagnate, talent exits

PSMC secures initial IP payment from Tata for India's first 12-Inch wafer fab, eyes 2026 mass production

Nvidia commits to Taiwan's tech ecosystem following NT$6.7bn subsidy approval

Will Trump's policies open the door for Chinese EV makers in the US?

US fines GlobalFoundries US$500,000 for wafer shipments to Entity List

LG Innotek and Semco underperform for 3Q24; both pin their hopes on AI

Huawei pushes ahead with AI strategy despite US investment ban

SK Hynix reportedly plans independent HBM division by late 2024 for AI memory leadership

China's top 5 smartphone brands put Apple's Greater China market share on the ropes

India roundup: Korean chipmakers lukewarm on India's semiconductor expansion

Taiwan tightens tech export controls, adds 10 key technologies to protection list

NEC backs Rapidus amid concerns over TSMC's market dominance

Weekly news roundup: TSMC under fire as Huawei chip transfer sparks US sanctions probe