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TSMC to see handset chip orders exceed NT$1 trillion in 2024

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TSMC to hike sub-5nm process quotes; 2nm to exceed US$30,000

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Qualcomm PC processors prioritize unplugged performance

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NEMS lands plasma equipment orders for FOPLP

Tomorrow's Headlines

AUO building 4.5G microLED

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Win Semi bullish about business potential in AI, satellite communication

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Diversification helps Foxconn weather iPhone 16 orders cut

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Lenovo to introduce AI and boost production flexibly

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Reported iPhone 16 production cut could hurt Pegatron

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PCB firms optimistic about AI boosting production value

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OCT

24

2024

Micron anticipates AI demand boost as EUV-based DRAM enters production in 2025

Electric bus fire puts spotlight on battery safety and management

SK Hynix maintains edge in HBM3E, but HBM4 certification and Samsung's pursuit pose risks

Wolfspeed halts EUR3bn SiC wafer plant, throwing Germany's semiconductor plans off track

Stellantis to road test EV fleet With solid-state batteries

Amid HBM3E supply challenges, Samsung appeals to Nvidia with GDDR7, foundry

Meta is losing developers to Snap amid AR rivalry

Zomato's second-quarter results surpass expectations, but aggressive expansion costs loom

Phison sees enterprise SSD customization prospects

Dong Fang Offshore eyes new growth with US$3.7 million fleet expansion

Dekra pours NT$1bn into Taiwan expansion for IoT, AI testing

PIDA seminar insights: Silicon photonics key to next-gen communication, AI and autonomous driving development

SK Hynix announces 3Q24 financial results

Germany's Manufacturing X Initiative sets new standards for industry 4.0 collaboration

SenseTime's AI data center heavily utilizes Chinese chips including Huawei, Biren

Qualcomm maintains edge in automotive chips, unfazed by Nvidia-MediaTek alliance

Taiwan's Song Chuan eyes 70% revenue from EVs, renewable energy as demand soars

Chinese smartphone brands trigger price hikes, iPhone stands out as a stable choice

Japan restarts minimal fabs to train semiconductor talent

Taiwan re-evaluates nuclear policy amid AI-driven power surge

South Korea raises industrial electricity rates by 9.7%, impacting chipmakers

Tesla's results exceed expectations and projects growth for 2025

Lam Research signals declining Chinese revenue, eyes growth in advanced manufacturing and packaging

Huawei reveals Harmony OS NEXT, China's first fully homegrown mobile operating system

Qualcomm unveils Snapdragon 8 Elite to target AI replacement wave in smartphones

Qualcomm faces license termination threat as Arm intensifies legal pressure

European automakers see more challenges at home

Synaptics grows its operations in Taiwan

GCCS opens new plant for SiC crystal growth

LandMark optimistic about 2025 as 800G SiPh becomes mainstream

TSMC chips in Huawei AI accelerator cast doubt on SMIC's capabilities

Huawei and Unisoc targeting 6G with new strategies

Arm and Qualcomm's conflict give x86 camp an edge

SiC substrate price correction may continue in 2025, says GCCS

Nvidia takes full Blackwell delay accountability, seeks to dispel tension with TSMC rumors

OCT

23

2024

TSMC reports potential Huawei chip regulation breaches to US authorities in dual notification

India-based VVDN expands into smartphone ODM following server and notebook manufacturing success

UMT secures US$3.7 million in satellite orders as industry demand surges

Smartphone shipments in India grow by 9% in 3Q24; Vivo claims top position for first time

Japan steps up collaborative efforts to tackle chip talent crunch in key regions of Kyushu and Hokkaido

Samsung's crisis and solutions: Daeje Chin points to talent development, foundry

Samsung turns to the Japanese playbook: a look at how Sony and Hitachi engineered their turnarounds

Another smartphone revolution after the iPhone? Vivo aims to reshape system experience with AI

ASML chief sees US pressure building for more China restrictions

AUO rises to top three in automotive displays following BHTC acquisition

US extends 25% chip tax credit to wafers, including solar

AI penetration will be key to closing the substrate supply-demand gap, says industry

OLED ascends as Mini LED takes a back seat in tablets and notebooks

Will Trump cut TSMC's Arizona factory subsidies?

Returning Taiwanese manufacturers face relocation pressure again amid domestic resource constraints

Taiwan's rise with problem-solving engineering capabilities: Q&A with Zettabyte chairman

Chinese phone makers opt for MiniMax AI amid development challenges

HHTD24: LMFP, 4C fast charging unveiled; six major advancements showcased in battery technology

Material suppliers ride TSMC's 3Q24 momentum while cautious on non-AI sectors

Holtek joins SiPh supply chain, 400G modules to launch in 2025

Notebook screen aspect ratio shifting toward 16:10

China gearing up for quantum satellite and transmission breakthroughs

PSMC chairman turns caution towards India to optimism amid Tata partnership

PCB factories expand production, pursue low-carbon emissions

Horizon Robotics launches Hong Kong IPO with Alibaba, Baidu support and TSMC manufacturing

Guangdong locks in SiPh core project, aiming for breakthrough in 2030

Qualcomm's annual tech summit features Microsoft, Samsung and OpenAI

PSMC optimistic about 3D AI Foundry strategy amid third-quarter losses

Taiwan's robot exports decline amid global automation surge in 2023

TSMC flags potential Huawei chip violation to US, raising export control concerns

Silicon Motion steps up enterprise SSD controller deployment

Will Tesla driverless taxi shake up autonomous driving?

TI reports declining financial performance, anticipates slight sales growth in current quarter

Tier-1 and other automotive suppliers face EEA transition pain

Global robotics outlook positive through to 2027 as China leads, North America gains momentum

Will India hold key to Nvidia's future growth?

OCT

22

2024

Philippines chip industry wants help from Taiwan's TSMC

Apple CEO Tim Cook's other job: helping Nike turn things around

Inside PSMC's failed deal with SBI: Chairman Frank Huang reveals strategic risks and Japan's tough policies

Riding the tailwind of trade-in policies: Polarizer makers see a surge in last-minute orders

Honda rethinks EV strategy amid slowing demand, explores hybrid manufacturing solutions

Japan's semiconductor firms intensify efforts on GaN expansion amid growing demand for EV and AI

US CHIPS Act boosts ICT technology to new heights

Bright future ahead: advanced packaging takes center stage as traditional OSAT providers pivots

LG bets big on B2B commercial displays and EV charging solutions

Intel, Japan's AIST invest US$700 million in advanced semiconductor hub

AMD targets Nvidia with HBM-powered AI accelerator as Samsung's HBM business eyes revival

Qualcomm CEO: AI is not about killer apps; enhancing overall user experience is key

Taiwan begins drilling first deep geothermal well

SK Hynix CEO visits Europe to forge partnerships in AI memory and automotive

Nobel Prize-winning AI godfather slams Sam Altman, warns of existential AI risks

Qualcomm's Snapdragon 8 Elite debuts with second-gen Oryon CPU at the core

China acts to halt solar price slump, declares low bids illegal

Foxconn deepens SDV development to support smart car transformation

Intel seeks foundry alliance with Samsung to challenge TSMC's market dominance

Nvidia reportedly to co-develop custom chip tailored for India with Indian partners

China's first 3nm SoC by Xiaomi marks a seven-year gap since its last launch, likely manufactured by TSMC

SiC prices plunge as Chinese capacity soars, reshaping semiconductor landscape

Synnex eyes AI-driven growth and global expansion, downplays effects of US election

Aiseed advances drone technology with edge AI integration

The real picture of SiC substrate oversupply according to Latentek

Utilization rate drops sharply for Chinese solar wafer leader

PCB makers await auto, LEO satellite demand amid consumer electronics slump

Prompt injection attacks top threat to AI systems and LLM, warns cybersecurity expert

MediaTek to embrace strong 4Q24

SK Hynix prioritizes HBM, scales back CIS and foundry operations

JASM's first fab to run on 100% renewable energy upon launch; second fab construction to begin by end of 2024

Rapidus estimates economic impact of JPY19 trillion in Hokkaido

China's auto sector profit squeeze: CR Micro chief warns against reckless expansion

Xiaomi-developed 3nm SoC speculation persists

Optical component firms anticipate AI-driven sensor demand

Nvidia's GB200 design standard set to intensify supplier competition in cost, quality, and compatibility

OCT

21

2024

AI research shakeup: Microsoft tops Google as Meta's influence soars

Intel CEO sets the stage: Will wafer foundry opportunities open up through Lisa Su?

Rayzher set for revenue surge in 2025 boosted by Japanese subsidiary

Current and former ministers of South Korea's MOTIE warn of semiconductor industry crisis in 5 years

Samsung's repeated HBM3E certification delays spark Nvidia tension rumors

China's new capital stimulus for chip and tech sectors sparks overcapacity concerns

Novatek gains ground as LX Semicon's share of iPhone OLED orders gets halved

India's semiconductor story: how does it compare to China's?

Taiwan's Phasetrum introduces new phased array technology for satellite communications

Tesla's 'Full Self-Driving' faces probe after pedestrian death

Hong Kong Autumn Electronics Fair reveals key trends: Wearables and robotics set to boom in India and Middle East

Winbond plans production cuts as 4Q24 approaches, eyeing 2025 recovery

iPhone 16 sales soar 20% in China debut as demand returns

From textiles to EVs: Taiwanese manufacturers pioneering sustainable innovations in new frontiers

Winbond Electronics eyes AI memory boom amid HBM demand surge

Rebellions partners with Samsung; Arm to develop AI CPU chiplet

Galaverse develops AI-powered RF sensing for next-gen 6G networks

Southern Taiwan Science Park to see output value hit another record high in 2024

Cache becomes key to breaking mobile SoC performance bottlenecks

China aims to export nuclear tech but faces global skepticism

Taiwan looks abroad to solve its green energy crunch

Qualcomm and Arm's ambitions for Intel's product department may be futile

Imec builds chiplet ecosystem for smart cars, uniting semiconductor, automotive giants

Analog Devices highlights India's role in R&D

Samsung and SK Hynix pivots to high-value memory tech to fend off China's price wars

US tech giants pour US$8.2 billion into UK's cloud infrastructure to seize AI sovereignty opportunities

Vivo and Arm collaborate on chip technology innovation, launch joint lab

Lite-On pivots to AI server solutions, targeting double-digit sales growth by 2025: An interview

India reportedly intends to restrict PC imports after 2025, Apple impacted most

Taiwan's green energy dilemma: businesses struggle amid surplus waste

Huawei's flagship Mate 70 ready to hit the mark on Singles' Day 2024

Oversupply of SiC substrates drives prices down, challenging GaN market

Micron, Intel, Tesla get hit with collateral damage from China's national security measures

Intel, AMD forge x86 alliance to set industry standards amid rivalry

Applied's new RuCo combination stabilizes 2nm process yields for TSMC and Samsung

TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei

Weekly news roundup: Samsung reportedly lowers HBM production target by 10%

OCT

18

2024

TSMC Denies Huawei Chip Allegations; Industry Insiders Weigh In

ATE Energy expands green energy and marine projects in the Philippines

Qualcomm holds off on Intel acquisition bid, eyeing post-election landscape

Pegatron unveils new server at OCP summit, targeting AI and LLM inference training

Taiwan eyes green energy imports from Philippines to meet 2050 net-zero goals

ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand

Samsung reportedly considering redesigning 1a DRAM to improve HBM quality

US faces nuclear power expansion challenges amid net-zero push

ASML's 3Q24 report reveals diverging paths in wafer manufacturing

Infinera secures US$93 million CHIPS Act funding to expand photonic chip production and packaging

Ecosystems, not first movers, will define AI's future success, says Appier CTO

XING Mobility debuts world's first cell-to-chassis immersion cooling battery and mobile charging station at 2024 Paris Motor Show

Has ASML's China boom finally hit a wall?

India's shift to spectrum allocation for satellite broadband clears path for Elon Musk's Starlink launch

Beyond Arm: Who are Intel and AMD banding together against?

Immersion cooling to cause major system overhaul and supply chain transformation

Japan-Taiwan's urban compact EV Lean3 to enter production

Built for Apple Intelligence: Four major upgrades in the new iPad mini

Joo-Sun Choi reportedly returning to Samsung's DS division at year's end after successful stint as SDC president

Cerebras challenges Nvidia's dominance despite supply chain risks and heavy reliance on a single client

Taiwan's machinery sector navigates ECFA uncertainties, but US market recovery brings hope

Apple, Huawei lose steam, paving the way for Android SoC market breakthrough

TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain

Taiwan targets low-carbon power to fuel industrial growth

High-spec power supplies for AI computing to drive growth for Liteon

Lenovo's AI strategy: New hardware unveiled, software takes center stage

Largan sees handset customers cut back orders, cautious about 4Q24 prospects

QCT and Pegatron to capitalize on AI server growth

ESL adoption surges: Simple Mart Taiwan and Walmart lead retail revolution amid falling prices

AI demand is substantial and intense, says TSMC CEO

ASML, TSMC earnings reveal 2025 chip demand likely to mirror 2024 patterns

Foxconn expands into AI with ambitions of forming full supply chain

Lenovo CEO bullish on AI PC and infrastructure market growth

Rumors of factory sales resurface, Innolux states there are no existing plans

Mixed smartphone outlook for Apple and competitors

Lenovo showcases new Neptune water cooling solution for data centers

OCT

17

2024

TSMC reports soaring profits in 3Q24, US$23.5 billion earned in the first three quarters

HHTD24: NVLink Switch unveiled, in-house equipment maximizes automation

Samsung bets on power semiconductors for EV future after LED division closure

Adani reportedly talking with more Israel firms in semiconductor foray

Taiwan unveils world's smallest quantum computer

China imposes restrictions on SiC expansion

New regulations for Taiwanese vehicles take effect; manufacturers and supply chains overwhelmed

President Lai: TSMC will play key role in connecting Taiwan's Greater Southern Technology S Corridor

Chinese EV makers seek reduced output targets in Thailand amid investment wave

Taiwan turning to overseas power, but at what cost and risk?

Seres and Huawei's EV collaboration boosts supplier revenue in Q3

Vietnam's stable policies attract partnerships from global AI, semiconductor companies

Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space

China Shock 2.0: global shipping rates signal end of overcapacity or new slowdown?

Nobel Laureate Alain Aspect: quantum computing promises revolution, but industry impact still years away

TSMC expects 13% revenue growth in 4Q24

Taiwan unveils breakthrough light field AR technology for smart medicine

Shin-Etsu Chemical enters semiconductor manufacturing equipment market with interposer-eliminating technology

Huawei suppliers face effort by US lawmakers to block chip gear

LGES reportedly wins multi-billion dollar Mercedes-Benz deal to supply 4680 EV batteries starting 2028

Apple secretly worked with China's BYD on long-range EV battery

Arm reportedly attempts to bypass Arm China in IP licensing business and sell directly to Chinese customers

Ingrasys unveils next-gen AI computing solutions at OCP Global Summit 2024

Passive components supply chain upbeat about 2025 thanks to AI boom

Lenovo Tech World event features CEOs from the three leading AI chip vendors

Lite-On expects strong AI-related sales growth in 2025

BOE upgrades flexible OLED screens to dominate flagship smartphone market

Himax and Elan capitalize on rising demand for AI PC touchscreens

Liquid cooling market surge: Perstorp teams up with Intel, Foxconn to tap AI server demand

Testing interface sector thrives as AI boom and mobile market fuel demand

Rivals turn allies: Intel, AMD unite to counter Arm

Lite-On preparing for next-gen AI chip platform in advance

MSI secures supply of Nvidia Blackwell chips

ASML's 3Q24 miss: Intel, Samsung's order cuts deal a heavy blow to bookings as TSMC gains

ASML eyes price increase in 2025 talks with TSMC, defying cost-cutting pressures

ASML's plunging net bookings highlight Intel and Samsung's investment struggles, says DIGITIMES Research

ASML slashes 2025 forecast as chip industry adjusts to post-pandemic realities

ASML factors in potential new export curbs on China in financial guidance

8-inch SiC substrate prices tumbling amid 6-inch collapse

Speculation arises around Nvidia CEO's January travel to Taiwan

OCT

16

2024

AI agents poised to replace mobile apps, sparking data security concerns

iPhone 16 series launch delayed in Indonesia due to certification and investment issues

Global autonomous vehicle race heats up: Hyundai plays catch-up amid US and China dominance

Chinese think tank recommends continued use of Nvidia GPUs in data centers due to high transition costs

Samsung disbands LED business but will continue R&D for Micro LED

Tesla's long-awaited Robotaxi and self-driving bus reveal: Futuristic concepts face commercial doubts

China's AI data center boom sparks concerns over surplus computing power

AI and computing power emerge as new battlefields for China's automotive sector

TsangYow sees growth from AM market recovery; Malaysia plant set for 2027 launch

Samsung struggles with unions on both domestic and international fronts amid profit slump

When will Huawei mobile phones return to the international market?

HK startups leverage AI for growth in education and tourism

2025 DRAM expansion strategies: Samsung's conservative approach vs. SK Hynix's aggressive stance

Samsung ramps up Galaxy S25 launch, set to stock 22 million units by June 2025

Samsung Galaxy S25 faces AP choice dilemma, with early November as final deadline

Luxshare steps up capacity expansion in Vietnam

Foxconn's Young Liu coined 'sovereign servers' as demand for localized AI models are expected to surge

Taiwan sets carbon fee at US$10 amid pushback from industry and activists

India's L&T Semicon targets automotive, industrial, and energy sectors

Early consumption could freeze China's auto market in 2025

China's semiconductor powerhouses unite as Beijing unleashes massive stimulus push

Wolfspeed secures US$750 million funding for US SiC production expansion

Intel, AMD form x86 ecosystem advisory group to drive innovation for developers and customers

CMI bets on high-speed FPC tech, plans Thailand expansion for 2H25

Largan reportedly to address iPhone 16 shipment concerns at October 17 earnings call

Digital twins and AI advance self-driving technologies, says ASMPT

Samsung's Galaxy S25 chip race heats up: Qualcomm, MediaTek, and Exynos vie for FE series

AUO dismisses speculation about FOPLP deployments

New car sales in China increase

Taiwan's 90% AI server market share at risk as manufacturers expand globally

Chinese CIS firms gain flagship smartphone market share

Unigroup Guoxin faces challenges as leadership reorganization aims to tackle constraints

India kicks off 8th India Mobile Congress

TCB packaging crucial in AI and HPC applications, says ASMPT

ASML confirms shipping third High NA EUV, remains optimistic about long-term growth despite weak 2025 outlook

Samsung and Tamil Nadu confirm end of workers' strike in India

ASML's order plunge suggests Intel and Samsung pullback, potentially benefiting TSMC

TSMC raises CoWoS output goal again, say sources

OCT

15

2024

Wolfspeed to strengthen U.S. silicon carbide manufacturing with $750 million CHIPS Act investment

India is finally becoming a clean energy superpower

US weighs capping exports of AI chips from Nvidia and AMD to some countries

Better, faster, cheaper: Taiwan's path to defense contracts in the US

Chinese smartphone makers gear up for October launches with new flagship Android SoCs

China's cobot market edges out foreign rivals as Taiwanese brands seek viable alternatives

Taiwan sets carbon fee amid economic and environmental balancing act

Energy-hungry tech spurs demand for secure, locally-sourced storage solutions

ElevATE partners with Polar Semiconductor for advanced manufacturing

Apple reins in Chinese suppliers amid quality issues, turning back to Taiwanese manufacturers for reliability

Samsung DS division head signals major reforms ahead

Tesla doubles down on autonomous driving, reveals inefficiencies of Europe and US compared to China

Google deepens investment in Asia-Pacific countries

EU taps Taiwan for 6G development as competition with China Grows

Self-reliance in chipmaking leads to plagiarism and intense competition, says ACM chairman

Tesla faces challenges in China's evolving autonomous vehicle market

Vietnam's digital transformation boom attracts software services industry

MCU industry relies on short-term orders amid sluggish consumer electronics demand in 4Q24

ASTRI leads Hong Kong's smart mobility push with autonomous bus trials set for 1Q25

South Korean firms advance EV battery safety: New materials and cooling tech tackle thermal runaway

SenseTime, Enflame setting up AI computing hubs in China

Taiwan fan motor driver IC firms see promising demand for AI servers

PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand

Senao Networks cautious about Wi-Fi 7, forays into AI servers

Taiwan leverages academic-industry research power to drive 6G innovation

OSATs budget more capex in 2024 than 2023

Two factors mitigate serious threats from China's memory chip production expansion, says industry experts

Force Mos Technology expects weak consumer market to persist despite US rate hike

IC distributor Macnica Anstek sees end-market demand pick up

TSMC outlook and key client orders to garner focus at upcoming investor meeting

Trade-in policy successfully boosts TV Sales in China during National Day Holiday

Small and medium-sized panel makers outperform in 3Q24, HannStar sees 50%+ revenue growth

Taiwan PCB firms upbeat about demand for high-end, emerging device applications

High-speed chip makers face hurdles as AI drives data center connectivity

Chinese solar experts call for an end to fierce competition

Prices for 6-inch SiC substrates freefalling in China

SiC substrate oversupply heaps pressure on suppliers

OCT

14

2024

European carmakers descend on Paris to showcase low-cost EVs

TSMC plans more chip plants in Europe, Taiwan official says

Countering China's asymmetric strategy from demand side of supply chain resilience

China's push for chip tool independence faces talent shortage, innovation choke points

From phones to EVs: Foxconn doubles down on China's Zhengzhou investments

Habana concludes interim AI battle as Intel's Falcon Shores takes center stage

Hycon merger with SiS to boost revenue and gross margin in 2025

Coretronic expects lower October shipments due to fewer workdays despite 3Q24 growth

SBI fumes over PSMC withdrawal, but semicon insiders question how they didn’t see it coming

Home energy storage gains traction amid rising solar incentives

MediaTek Dimensity 9400 launch showcases impressive performance, fueling smartphone adoption and potential Samsung integration

N7 LR deliveries begin November at the earliest, says Luxgen

Foxconn's Model B EV nears production; Luxgen files N5 trademark

ROE revamps strategy with acquisitions, targets growth in 4Q24

US-sanctioned Hikvision reportedly undergoing layoff in RD department

How Foxconn's 800 annual NPI projects fuel its competitive edge

Malaysia's IC design industry faces talent shortages and competition in pursuit of growth

How Japan's three arrows plan to revive its chipmaking industry

Formosa Smart Energy innovates with solid-state battery tech, tackles interface resistance head-on

Apple set to unveil new Mac and iPad models in October

LG's two-pronged transformation strategy: Deepening AI integration and expanding appliance rental services

Aerotech expands XA4 PWM servo drive series, offering high performance at competitive prices

Renesas sets ambitions expansion target in India

ASML CEO: Asia to lead global semiconductor manufacturing for years ahead

Irrational rush to build AI data centers in China raises concerns

China's lithography progress: Promising but limited

Nanya struggles under DRAM downturn, losses widen in 3Q24

Samsung reportedly lowers HBM production target by 10%; reassigns R&D personnel to boost competitiveness

Notebook market struggles: Compal's flat September sales signal weak demand in peak season

Panel industry in 3Q24 underperforms as AUO and Innolux face challenges

China controls 80% of lithium battery materials market, Japanese firms seek opportunities

India roundup: India eyes global semiconductor hub status

Weekly news roundup: Samsung's HBM3E reportedly clears Nvidia's on-site inspection

OCT

11

2024

AMD shares slide as investors wait for signs of AI payoff

Musk shows Tesla Cybercab, sees sub-US$30,000 cost and 2026 production

Microsoft Azure leads in adopting Nvidia's GB200 AI server chips, driving cloud innovation

Samsung's HBM3E delays could shift memory market lead to SK Hynix

Hong Kong's four October tech fairs to attract over 6,000 global exhibitors in electronics and lighting

Foxconn flexes AI muscle, showcases breakthroughs in autonomous driving

Middle East pager explosions raise concerns over Western V2X security

China's automakers bet big on AI to drive smart car revolution

SAS's new big three outshine in 2024, bolstering growth beyond semiconductors

Taiwan's EV chargers rev up for fast charging era

Green energy trend showers orders on heavy electrical businesses

Foxconn group companies make gains in liquid cooling UQDs

Dimensity 9400's 50 TOPS pushes MediaTek to the forefront of mobile AI

DDR5 cost efficiency to surpass DDR4 by 1Q25, says Nanya

Seetel targets profitability amid surge in storage and EV charging demand

Why the EU is imposing tariffs on Chinese EVs despite retaliation risk

Taiwanese firms spotlight opportunities in the UK electric vehicle market amidst industry transformation

China's leap in silicon photonics: A catalyst for AI growth?

Taiwan's carbon policy shift: industry braces for CBAM impact

Hybrid surge brings new momentum to Taiwan's auto supply chain

BYD's US$1 billion EV plant in India on hold amid regulatory hurdles

Malaysia emerges as SEA data center hub; Johor takes center stage

Delta Electronics positions itself as a key power solutions provider for India's semiconductor surge

SMRs emerge as potential answer to data center power needs amid AI surge

Nvidia H200's greatest rival: AMD MI325X GPU

AMD debuts 3nm EPYC chips as Lisa Su announces record 34% global server market share

Policy, production, and pragmatism: Linde LienHwa's hydrogen horizon

TSMC accelerates Fab AP8 project for CoWoS advanced packaging

ASE to boost advanced packaging capacity with new K28 plant

MediaTek confident Dimensity 9400 can compete with Qualcomm

Hengs Technology poised for growth with innovative solar and energy storage solutions

Siemens Gamesa warns of potential shift in Asia-Pacific offshore wind market

2025 DRAM outlook: Samsung, SK Hynix adopt diverging expansion strategies

India eyes global semiconductor hub status: US and global partners invest in key chip-making and design projects

Microsoft boosts investment in Taiwan with data center, talent development, and sustainability initiatives

Senao Networks breaks ground manufacturing plant in Vietnam

Foxconn unveils Model A as a new era in intelligent EVs

Huawei and Apple's latest smartphone sales battle it out in Shanghai flagship stores

OCT

10

2024

Powerchip Semiconductor cancels Japan Fab Project, sparking criticism from SBI chairman

OCT

9

2024

MediaTek unveils flagship Dimensity 9400 platform with breakthroughs in AI and power efficiency

Industry considers production cuts as NAND prices drop and IT demand fails to meet expectations

TSMC's September revenue hits second-highest; annual US$ revenue set to exceed target

Samsung rules out foundry spin-off, citing technical challenges and strategic market priorities

China's insistence on local chip usage; release of Ascend 910C muddles Nvidia's future

AMD set to become second largest client of TSMC's US fab; hinted at one year ago

Can Huawei's multi-brand HIMA strategy shift gears and conquer the automotive market beyond Aito?

Foxconn strengthens smart manufacturing ecosystem with Intrinsic

AUO and SAS team up to power Taiwan's solar market surge

Taiwan launches 3 AI centers for smart healthcare; NTUH director warns of past missteps

China unveils domestic GPU ecosystem to reduce Nvidia dependence

TSMC reports 39.6% annual rise in September sales

Telangana state aims to attract FDI beyond electronics, India Taiwan Industrial Park underway

HHTD24: CDMS shortens product design time, says Jun Seki

Produce AI using AI: Foxconn partners with Nvidia to unveil smart factory platform

August semiconductor sales rise 20.6% with robust demand in Americas, says SIA

Foxconn expands EV lineup: Model U, Model D take center stage alongside surprise reveals

Taiwan's solar inverter market thrives with Delta and PrimeVOLT taking lead

Realtek posts flat revenue growth in 3Q24

AmTRAN surpasses 2024 shipment targets as "China+1" strategy boosts orders

AI-powered smart glasses key to the revival of Google's rocky AR/VR development

Foxconn's AI ambitions navigating growth amid evolving technology

AI server local production becomes a trend, says Foxconn chairman

China leads in robotaxi commercialization ahead of Tesla's 'We, Robot' reveal

Chairman Young Liu: AI will redefine Foxconn's manufacturing capabilities

Why would TSMC increase stake investment in a mature-node foundry affiliate?

CHIPS Act waives environmental reviews, but power challenges persist

Taiwan's perovskite innovation: pushing solar power boundaries

Taiwan's industrial power price hike to propel BTM energy storage amid challenges

Taiwan's renewable energy shortage threatens semiconductor expansion

TSMC and Amkor collaboration completes key puzzle piece in US chip manufacturing

Intel's geopolitical significance dampens acquisition rumors

Memory module houses to expand supply to PC OEMs with low-cost inventory

Elan posts 8% revenue growth in 3Q24

Chinese automakers seek breakthrough amid rising trade barriers

Semiconductor supply chain mixed about China economy stimulus policy

PC chip demand peaks early in 2024, suppliers face declining sales

Strong AI server demand to drive Taiwan ODMs growth in 4Q24

APCB to cease production in Taiwan; expected to retain 70% of its revenue in 2025

OCT

8

2024

Foxconn and Nvidia to jointly build the world's largest GB200 production line

Google talks to utilities about nuclear power for data centers

Nvidia partner Hon Hai boosts capacity to meet 'crazy' AI demand

IRA sparks opportunity for Taiwan's energy storage industry amid domestic hurdles

Foxconn unveils new EVs, including US-specific Model C at HHTD24

CIP and Century Wind Power showcase Taiwan's Fengmiao Project advancements

Taiwan partners with France's BW Ideol to launch typhoon-resistant floating wind tech

SK Hynix highlights its HBM production efficiency; 8.8 times better than Samsung and Micron

Taiwan DDI firms post mixed 3Q24 sales

Taiwan unveils AI centers to address smart healthcare adoption hurdles

Luxshare expands investment in Vietnam, to make wearables for Apple and Huawei

Foxconn eyes AI-driven platforms at 2024 tech day

Huawei launches HarmonyOS NEXT public beta: A game-changer for China's OS sovereignty

Power IC demand picking up; return of international IDMs a concern

Taiwan leads Asia's offshore wind race, but competition heats up

NAND flash market faces cost crunch: Samsung and SK Hynix buck the trends eyeing expansion

Taiwan's industrial power rates surge, boosting energy's competitive edge

US-Taiwan drone alliance takes shape amid rising supply chain autonomy push

iPhone 16 series teardown shows increased costs in certain components

Apple Vision Pro's high-cost components revealed: SK Hynix powers RI chip

Chicony survives off-season with flying colors; aims for consistent growth in 2024

Tax incentives expanded to include AI investments for companies to deduct up to NT$1.8 billion

TV panel prices may stabilize after supply cuts

Macronix on track for growth in 2H24

AUO eyes US and EU for solar expansion, power plant investment to remain domestic

Trade barriers may accelerate Chinese automakers' expansion in Europe

Taiwan's economic future: Semiconductors and AI emerge as dual-core industries

Speculation suggests Google, HTC to collaborate on metaverse technology

Jarllytec anticipates October demand surge for foldable devices in 4Q24

Samsung India signs MoAs with striking workers amid ongoing dispute

Li Auto reportedly to tape out in-house developed smart driving chip by end of 2024

Samsung reports weaker-than-expected 3Q24 operating profit; lags in HBM supply for Nvidia

Cost of new Huawei handset SoC rises

BYD, Geely, SAIC face steep EU taxes

UMC sees 3Q24 revenue hit 7-quarter high

OCT

7

2024

US imposes duties on SEA solar panels, indirectly targeting Chinese firms

SK Hynix diversifies supply chain, challenges Hanmi's grip on HBM equipment

Liquid cooling solutions to receive spotlight at 2024 OCP Global Summit

DRAM, flash momentum slows: Memory packaging and testing bracing for a soft 4Q24

Liteon eyes 20% automotive revenue share with innovative solutions amid market upswing

Taboola eyes expansion in Taiwan for AI R&D hub, advises local startups to target global markets

HDMI's role in AI PCs, 8K, AR: Q&A with HDMI Licensing Administrator CEO Rob Tobias

Cloud titans shake up IMTS 2024: GenAI and data analytics drive manufacturing evolution

SolarEdge warns of rising cyber threats as energy sector goes digital

Samsung's strategic cost-cutting: its next move to restore global competitiveness

Rapidus to build backend semiconductor manufacturing process R&D center

TSMC's three-pronged strategy: Outsourcing CoWoS to Amkor as US plant exceeds expectations

Taiwan's solar power costs undercut industrial rates as perovskite technology advances

iPhone 16 Pro's charging speed significantly improved

Samsung's HBM3E reportedly clears Nvidia's on-site inspection; mass production still pending

Qualcomm accelerates 4G IoT technology acquisition plans as part of its diversification efforts

Avnet to elevate Chinese chips onto global stage

China's restrictions on Nvidia chips drag Samsung's HBM into muddy water

Intel execs visit Vietnam, commit to including more Vietnamese companies in ecosystem

MediaTek set to capture greater market share as Wi-Fi 7 gains traction in 2025

ByteDance replaces Nvidia chips with Huawei due to government policy

CG Power bolsters semiconductor design capabilities with US$36M Renesas RF unit acquisition

Formosa Smart Energy's new battery plant to begin production in November

Technological and cost barriers hinder Taiwan's efforts to reduce manufacturing emissions

Which three countries will each capture 33% of APAC offshore wind by 2030?

Speak AI expands investments in Taiwan amid surging language learning demand

Huawei dominates global 5G standard essential patent ranking while Xiaomi demonstrates fastest growth

AMRs outpace humanoids in market adoption; US, Japan race to set international industry standards

Rise of cloud and edge AI applications paves way for new semiconductor opportunities; wafer foundries become crucial, says DIGITIMES Research

India roundup: Fire at Tata's iPhone plant; Foxconn OSAT venture progress

Apple to open four new stores in India and manufacture entire iPhone 16 lineup locally

Foxconn September sales grow thanks to iPhone and AI servers

Weekly news roundup: Samsung delays fabs construction amid semiconductor slowdown