China's self-sufficiency push for ICs has limited the ability of multinational automotive IC integrated device manufacturers (IDM) and fabless chipmakers to secure orders from the Chinese market, which is experiencing a significant rise in electric vehicle (EV) sales
SK Hynix has reportedly begun procuring production equipment for its M16 plant in Icheon, aiming to boost its monthly production capacity from 100,000 to 180,000 units, an increase of 80,000 units. This move is seen as an effort to catch up with Samsung Electronics' capacity
Taiwan's industrial PC (IPC) manufacturers are optimistic that the Chinese market is poised for recovery after a sharp decline caused by the dual impacts of the pandemic and geopolitical tensions. Despite the challenges, the market remains relatively large, driven by substantial infrastructure needs
Shin-Etsu Chemical and Sumco, which account for approximately 50% of the global wafer market, have both reported a decline in demand for the April-June 2024 quarter compared to the same period in 2023, indicating a slow recovery in the wafer market
Ams Osram has unveiled its new China Development Center (CDC), a hub for product marketing, system solutions, applications engineering, and supply chain innovation. The CDC is strategically positioned to drive business growth and technological advancements in the Greater China market
TSMC has been placing large volumes of orders for production equipment and factory engineering projects in support of its fast capacity expansion, dispelling skepticism about the AI chip boom, according to industry sources
Samsung Electronics (Samsung) is reportedly building an image quality lab for CIS. To catch up to Sony, it is planning on using simulated photography of various scenery to enhance its high-resolution image technology in CIS
Samsung Electronics has unveiled a groundbreaking 12nm low-power DRAM (LPDDR) with a thickness of just 0.65mm, responding to the rapidly growing on-device AI market. This move comes as the artificial intelligence (AI) sector continues to heat up, driving demand for smart terminal devices
China's leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders
Samsung Electronics is developing high-performance semiconductors for next-generation Extended Reality (XR) devices, aiming to compete with Apple's Vision Pro, which uses in-house chips
The US chip prohibition has limited China's access to cutting-edge semiconductor manufacturing equipment. As a result, China has in recent years become increasingly self-sufficient in terms of semiconductor manufacturing equipment, with companies such as AMEC and Naura rapidly expanding their reach
Samsung Display (SDC) is reportedly collaborating with Microsoft to develop and supply OLED on Silicon (OLEDoS) for the next generation of Mixed Reality (MR) devices
Taiwanese display driver IC (DDI) leader Himax Technologies reported a robust second quarter, driven by strong demand for automotive DDI. However, the company is adopting a cautious outlook for the third quarter due to market uncertainties, projecting a 12-17% sequential revenue decline, against the traditional peak-season trend
Advanced Micro-fabrication Equipment (AMEC), a China-based semiconductor equipment manufacturer, has emerged as a formidable competitor to Applied Materials, Lam Research, and other big international rivals. Although China is still far from meeting worldwide standards in the field of semiconductor equipment, AMEC founder and CEO Gerald Yin believes that China can reach internationally technologically advanced levels within the next five to ten years
