CONNECT WITH US
Wednesday 28 August 2024
How Kioxia going public may affect NAND leaders Samsung and SK Hynix
Kioxia, currently ranked third in the global NAND market, is reportedly set to go public in Japan in October 2024. The move aims to secure funds for R&D and production capacity expansion to catch up with industry leaders Samsung Electronics and SK Hynix
Wednesday 28 August 2024
Chinese EDA sector follows global consolidation trend as market grows and key players expand
Since 2024, the global Electronic Design Automation (EDA) industry has seen considerable consolidation. The Chinese EDA sector, despite its long-standing fragmentation and early developmental stage, is beginning to follow suit
Wednesday 28 August 2024
Apple unlikely to move capacity back to China, say sources
Rumor has it that Apple is seeking to partially reverse its production relocation, returning to China some of the manufacturing capacity it has had its suppliers move out of the country. But DIGTIMES sources familiar with the US vendor's ecosystem say this is unlikely
Tuesday 27 August 2024
South Korea launches initiative to support tech firms following ASML model
The South Korean government is rolling out a "Super eul" initiative to foster companies in the materials, components, and equipment sectors. This ambitious plan includes targeted support for research and development, accelerated commercialization, and financial backing, sparking interest across various industries
Tuesday 27 August 2024
Hua Hong accelerates 12-inch fab expansion, aims to boost overseas orders by 2025
Hua Hong Group, one of China's two major semiconductor foundries, trails behind Chinese industry leader SMIC in terms of both capacity and market share, holding a global market share of only 2-4% and ranking sixth. However, Hua Hong is rapidly expanding its production capacity in mature process technologies
Tuesday 27 August 2024
SK Group obtains three major weapons to strike global AI market
To seize the initiative in AI, the SK Group revealed that it is ready to use "three weapons," namely HBM, GTAA, and energy solutions. It hopes to sound the attack on the semiconductor, AI infrastructure, and AI service areas to strengthen future competition power
Tuesday 27 August 2024
Black Myth: Wukong surpasses 10 million copies sold; supply chain observing demand impact
A Chinese game developer recently launched the AAA title "Black Myth: Wukong," which has sold over 10 million copies globally since its release on August 20. Due to the game's stunning visuals, the market anticipates it will drive a wave of hardware upgrades among gamers. However, supply chain sources caution that while there is excitement, it's still uncertain whether this will lead to significant growth in overall performance
Tuesday 27 August 2024
China-South Korea Semiconductor Fund fuels Wuxi's rise as a hub for South Korean chip firms
With TSMC expanding its presence in the United States, Japan, and Europe, many suppliers have followed suit, venturing abroad to establish new operations
Tuesday 27 August 2024
Samsung sees surge in memory production in 1H24
Samsung Electronics reported a significant increase in memory chip production in the first half of 2024, surpassing 1 trillion chips. This surge is largely driven by a recovery in the memory market and Samsung's intensified focus on high bandwidth memory (HBM)
Tuesday 27 August 2024
Handset panel demand weakening in 2H24
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according to sources from the supply chain
Tuesday 27 August 2024
Honor gets strategic investment from China Mobile
Chinese smartphone manufacturer Honor has received an investment from China Mobile Communication Co., the parent company of the country's largest mobile operator. While the exact terms of the deal remain undisclosed, the investment is expected to strengthen Honor's position in the competitive smart device market
Tuesday 27 August 2024
IBM closes R&D department in China amid shift in business strategy and widespread tech layoffs
Following the recent revelation that IBM had closed the intranet access for employees in its Chinese research and development and testing departments, on the morning of August 26, IBM officially announced the closure of its research and development department in China, affecting over 1600 employees
Tuesday 27 August 2024
China-based OSAT major delivers strong performance in 1H24
JCET, a leading Chinese semiconductor packaging and testing services provider, has announced impressive financial performance for the first half of 2024. The company reported a significant revenue increase of over 25% year-over-year, reaching CNY15.49 billion (approximately US$2.176 billion). Net profit attributable to the parent company also surged by more than 25% to CNY0.62 billion
Monday 26 August 2024
China EV maker's tepid reply to EU proves costly in tariff spat
SAIC Motor Corp.'s harsh treatment by European Union negotiators is becoming a cautionary tale of Chinese companies being ill-equipped to operate in Western business and political domains
Monday 26 August 2024
IBM to shut China R&D in move affecting 1,000 staff, Yicai says
International Business Machines Corp. is shutting a key research division in China in a move affecting more than 1,000 employees, local media including Yicai reported, in the latest pullback by a US name from the world's No. 2 economy
Colder Products Company
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