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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

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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