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Monday 16 September 2024
China reportedly discourages EV makers from investing overseas, urging domestic retention of key technologies
As the global electric vehicle (EV) supply chain shifts towards a regionalized production model due to geopolitical and economic factors, the Chinese government is reportedly discouraging local EV manufacturers from investing in countries with policies unfriendly to Chinese-made EVs, while urging them to keep core technologies within China
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Friday 13 September 2024
Former Samsung executive leaks DRAM technology to China valued as high as US$3.2 billion
Former Samsung Electronics executive Jin-seok Choi was recently detained again by court order for leaking DRAM process technology to China, with over 30 additional researchers now implicated in the case. Investigations showed that the leaked technology is valued at KRW4.3 trillion (approx. US$3.2 billion), and those involved have continued to apply for related patents in China
Friday 13 September 2024
Chinese game developers push AI limits: from NPCs to virtual societies
As the generative AI boom slows, China's AAA title Black Myth: Wukong has reignited discussions on how the gaming industry can harness AI
Friday 13 September 2024
Huawei's triple-fold Mate XT reaches 5 million pre-orders, but converting to actual orders will be challenging
Despite coming at a steep price, pre-orders for Huawei's new Mate XT triple-fold smartphone on the official online store have already surpassed 5 million as of September 11
Friday 13 September 2024
Samsung reportedly adjusting wafer foundry strategy as it falls increasingly behind TSMC
Samsung Electronics is reportedly considering revising its schedule and plans for its wafer foundry projects currently under construction. The Pyeongtaek 4th factory (P4) in South Korea may cancel its planned foundry production line, while equipment investment for the Taylor foundry in the US could be postponed by about one more quarter
Friday 13 September 2024
Samsung counters Apple's Korea strategy with unprecedented US discounts in 3Q24
Apple has, for the first time, included South Korea in the initial wave of countries for the iPhone 16 series launch. In response, Samsung Electronics has raised its alert level and decided to offer unprecedented discounts on its foldable smartphones in Apple's "home turf," the United States. The smartphone war for the second half of 2024 has officially begun
Friday 13 September 2024
Apple signals flexibility on App Store policies to maintain Chinese market share
At Apple's product launch event on September 10, the company dedicated a segment of the presentation to announce that Tencent's latest game, "Honor of Kings: World" is scheduled to launch on iOS in 2025. This move has been interpreted as a potential sign of easing tensions between Apple and Tencent, which have previously engaged in several disputes over commission rates
Friday 13 September 2024
China's aggressive DRAM expansion alarming South Korea's memory giants
China's leading DRAM manufacturer, Changxin Memory Technologies (CXMT), is reportedly ramping up its production. This move has raised alarm in the South Korean memory industry, potentially threatening the revenue and profitability of Samsung Electronics and SK Hynix in the mature process DRAM market
Friday 13 September 2024
Apple's cautious AI rollout: supply chain anticipates iPhone 16 3Q24 sales impact
Apple unveiled its AI feature, Apple Intelligence, at its product launch event on September 10, announcing a US rollout in October. However, support for languages such as Chinese, French, Japanese, and Spanish won't be available until 2025. With no major hardware or appearance changes, the impact of Apple Intelligence on market demand remains uncertain. Supply chain sources indicate that the situation will become clearer in October after the first wave of sales
Friday 13 September 2024
Loongson develops new AI GPU in-house
China-based Loongson Technology has developed its second-generation GPU series in-house, with computing power four times that of the previous generation
Thursday 12 September 2024
Trump and Harris clash on US-China tech war: tariffs, chip exports, and America's competitive edge
Former President Donald Trump and Vice President Kamala Harris recently faced off in their first presidential debate, clashing on issues such as the US chip supply to China and the ongoing trade war
Thursday 12 September 2024
Samsung postpones new Exynos Auto chip while MediaTek accelerates automotive investments
There are reports of Samsung Electronics (Samsung) delaying the R&D of the automotive chip Exynos Auto and instead focusing on the development and mass-production of items including AI semiconductors and custom HBM, incorporating the "select and concentrate" strategy
Thursday 12 September 2024
Isuzu accelerates self-driving initiatives, aims for level 4 autonomy by 1Q28
Japan-based automotive manufacturer Isuzu Motors (Isuzu) has set an ambitious goal to industrialize Level 4 self-driving trucks and buses by the end of March 2028 at the latest, with plans to launch services in Japan. This initiative is a key component of Isuzu's midterm business strategy. To achieve this objective, Isuzu has been actively funding global AI and autonomous startups since 2023. As of the end of August 2024, the company has announced three partnered projects
Thursday 12 September 2024
Samsung faces inevitable large-scale semiconductor reorganization as DRAM lead diminishes
Samsung Electronics (Samsung) is not only lagging in the HBM area, but its large lead in universal DRAM also shows signs of erosion, intensifying its internal sense of crisis. There are reports suggesting that Samsung's business may go through a larger-scale reorganization of personnel and teams at the end of 2024. A business reorganization under new management appears inevitable
Thursday 12 September 2024
TSMC had Korean giants' curiosity, and now their attention: SEMICON Taiwan 2024
The surging momentum of generative AI has placed Taiwan's semiconductor supply chain at the center of the AI stage. As the industry leader, TSMC showcased its influence at SEMICON Taiwan, attracting rare appearances of South Korea's memory chip giants, Samsung Electronics and SK Hynix, both seeking closer collaboration with the foundry giant on their next-generation high-bandwidth memory (HBM) production
Thursday 12 September 2024
Taiwan SiC foundries to reshape global semiconductor industry
As more major Taiwan-based pure-play foundries enter the silicon carbide (SiC) manufacturing sector, they may provide international integrated device manufacturers (IDMs) with leverage in meeting growing challenges from China's competitors, according to industry sources
CPC
Summary of Tech Supply Chain News!
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
Competitive color technologies expand e-paper market potential, moving beyond zero-sum game, says DIGITIMES Research