ASML's surging sales to China in the second quarter accounted for nearly half of the Dutch company's revenue, revealing the limited impact of US export restrictions so far as the Biden administration considers even tougher curbs
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without giving anything in return. He also reiterated his belief that Taiwan should pay for defense and protection from the United States. However, a closer look reveals several misconceptions in Trump's statements regarding the US-China chip war
In vying for Nvidia's next-generation memory orders, SK Hynix is prioritizing cost reduction through a more radical approach: eliminating silicon interposers entirely from HBM4 production, while Samsung Electronics plans to adopt a 4nm manufacturing process for the new product
To expedite investments and establish a local electronics manufacturing ecosystem, India reportedly plans to speed up visa issuance for Chinese engineers and clarify the conditions under which Chinese investments will be allowed
Singapore Telecommunications Limited (Singtel) and SK Telecom (SKT) have signed a Memorandum of Understanding (MoU) to collaborate over the next two years on developing next-generation networks, including 6G. This partnership is expected to enhance network performance and security, improve customer experience, and drive innovation in the telecommunications industry
BMW, along with Mercedes-Benz and Audi, previously joined the fray in the price war in China's car market for a short period of time, but has now decided to hike prices across its whole lineup
Chinese firms in the solar power industry are accelerating their expansions into the Middle East, establishing an ecosystem covering both upstream and downstream sectors
ASML experienced a significant increase in sales and net bookings over the last quarter, suggesting that TSMC might be intensifying its capital investments. However, potential tightened export curbs by the US could impact the company's largest market, China, which accounted for nearly half of its net system sales
As Tesla CEO Elon Musk hints at delays in Tesla's Robotaxi plans, Baidu's Apollo Go (known as "Luobo Kuaipao" in Chinese) has already launched paid passenger services in 11 Chinese cities, including Beijing, Shanghai, Wuhan, Guangzhou, Shenzhen, and Chongqing
In recent years, Taiwan has significantly increased its defense procurement from the US. However, US Republican presidential candidate Donald Trump continues to assert that Taiwan has taken "100% of the US semiconductor business" without providing anything in return, suggesting that Taiwan should pay the US for its defense
By the end of the first quarter of 2024, Dutch semiconductor equipment giant ASML had a backlog of orders totaling EUR 38 billion (US$ 41.4 billion). This means that ASML needs EUR 4-6 billion in new orders each quarter to meet the upper limit of its projected 2025 sales, which are expected to reach between EUR 30-40 billion
Thanks to improving demands in the smartphone and notebook markets, Japanese passive component suppliers are likely to raise inductor prices. However, Taiwanese suppliers believe these price hikes will be modest
LG Display (LGD) is in the process of selling its 8.5-generation LCD factory in Guangzhou, China, where TCL CSOT has reportedly offered a higher bid than BOE. If LGD successfully sold its Guangzhou factory it could improve LGD's performance in the second half of 2024 and accelerate investment in 8.6-generation OLED production lines for IT devices
China's aggressive automotive exports caught the world's attention, hitting a record high in the first half of 2024 but starting to slow down after tariffs imposed by Europe and the United States. However, few have noticed that China's semiconductor exports growth and dollar amount during the first half of the year both exceeded that of automotive exports
