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Monday 23 December 2024
China chip sector sees 14,000 closures in 2024 amid industry reshuffle
The Chinese chip market faces severe challenges during the semiconductor industry's down cycle, with 14,648 chip companies shutting down in 2024. However, the entrepreneurial spirit remains resilient, as evidenced by 52,401 new registrations in the same year
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Tuesday 24 December 2024
Foxconn reportedly seeks stake in Nissan-Honda merger via Renault
Reports have emerged that Hon Hai Precision Industry (Foxconn) is considering an investment in Nissan Motor, potentially influencing Nissan and Honda Motor to accelerate their merger plans
Tuesday 24 December 2024
Hua Hong names new chair as investment firms gain control
Shanghai Hua Hong Group, a major wafer foundry in China, has made a surprise change of leadership, replacing Su-xin Zhang with Jian Qin as chairman
Tuesday 24 December 2024
China-Taiwan trade recovers despite military tensions and tech war
Despite the recent military maneuvers by China's navy and coast guard that threaten Taiwan's security, as well as challenges within China such as a struggling real estate market, US technological sanctions, and supply chain restructuring, the Mainland Affairs Council reports that cross-strait trade is steadily recovering
Tuesday 24 December 2024
CXMT reportedly begins DDR5 mass production despite US restrictions
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, has reportedly begun mass production of DDR5 memory, according to market sources
Tuesday 24 December 2024
Dire situation in China is one reason for Honda, Nissan merger
Among the reasons for Honda Motor to enter merger talks with Nissan Motor, one looms large: China
Tuesday 24 December 2024
Chinese EV makers hit EU wall as tariffs add to import costs
Chinese automakers captured their smallest share of Europe's electric vehicle (EV) market in eight months after new tariffs increased the cost of importing cars to the region by as much as 35%
Tuesday 24 December 2024
Biden team to probe Chinese Chips, setting up Trump for tariffs
US President Joe Biden's administration is launching an investigation that will offer President-elect Donald Trump a choice about whether to enact new tariffs on Chinese-made semiconductor chips
Tuesday 24 December 2024
Indonesia seeks closer ties with Elon Musk: propose data center collaboration after battery factory setback
With the upcoming Trump administration, the Indonesian government is working to deepen its ties with Elon Musk, who maintains close connections with the president-elect and is expected to play a key role in the transition
Tuesday 24 December 2024
China's SiC expansion reshapes global supply chain
The year 2024 marks a pivotal shift in the silicon carbide (SiC) industry, as unprecedented production increases by Chinese manufacturers transform the global supply chain. This critical compound semiconductor material, once valued for its scarcity, has become a double-edged sword causing ripples throughout the sector
Tuesday 24 December 2024
Wistron expands global footprint: new investments in US, Vietnam, and India
In a strategic move to strengthen its global presence, Wistron's board of directors approved several overseas investment projects on December 20, 2024, including a major renovation of its Texas facility in the US, the construction of a new factory in Vietnam, and additional capital investment in India
Tuesday 24 December 2024
Will Indonesia's pressure on Apple set a global trend?
Indonesia has demanded Apple establish manufacturing facilities commensurate with its market size in the country. As global supply chains continue to evolve, such requirements from nations may become increasingly common
Monday 23 December 2024
TSMC's wafer manufacturing 2.0 reshapes advanced packaging market
TSMC introduced "Wafer Manufacturing 2.0" in July 2024, integrating packaging, testing, and photomask production into its portfolio. This move underscores a seismic shift in the advanced packaging supply chain, driven by fresh investments from OSAT providers, IDMs, and new entrants that are disrupting traditional roles
Monday 23 December 2024
Micron forecasts slump in general-purpose memory, casting doubts on Samsung, SK Hynix
Micron has released its first-quarter fiscal 2025 (1QFY25, ending November 28, 2024) financial results, highlighting strong performance in its HBM segment. However, a weaker-than-expected outlook has dampened market confidence, casting a shadow over South Korean rivals Samsung Electronics and SK Hynix
Monday 23 December 2024
Kioxia's IPO raises questions about AI bets and reliance on NAND
Japanese NAND flash maker Kioxia debuted on the Tokyo Stock Exchange's Prime Market on December 18, marking a significant milestone. Despite an initial stock price surge, the company's current market value stands at less than half of the JPY2 trillion (approx. US$13 billion) valuation it held upon separating from Toshiba in 2018
Monday 23 December 2024
Gree's 6-year chip success: SiC factory launches with 200 million units shipped, fully self-funded
On December 16, Gree Electric Chairwoman Ming-zhu Dong told Sina Finance CEO Qing-xu Deng, "Gree's chips have succeeded. We have achieved everything from independent research and design to manufacturing and a complete semiconductor value chain," according to ICSmart
megawin
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research