Reports indicate that China's DRAM leader ChangXin Memory Technologies (CXMT) is actively investing in high bandwidth memory (HBM) production capacity. Currently, CXMT is establishing a production line at its Hefei site, with a monthly capacity of 50,000 units (based on 12-inch wafers). Hefei is expected to become a major HBM production hub for CXMT

China's government has unveiled new guidelines urging state-owned enterprises to procure innovative technology solutions from domestic suppliers. This move aims to bolster the nation's self-sufficiency in critical high-tech sectors, including semiconductors and satellite technology

Rohm reported a declining performance over the past quarter due to sluggish sales of industrial chips and increased depreciation and research costs related to expanding production facilities for power semiconductors

Despite a strong overall performance in the second quarter of 2024, Samsung Electronics continues to grapple with losses in its wafer foundry business. Most analyses indicate that the gap between Samsung and TSMC is widening. Moreover, Samsung's difficulties in securing big tech customers could lead to further declines in market share if the company fails to improve its foundry process yield rates and technology in time

Due to ongoing strikes, Samsung Electronics may face a semiconductor production crisis in the second half of 2024. To address communication issues between departments, Young-hyun Jun, head of Samsung's Device Solutions (DS) division, has introduced a new organizational culture called "C.O.R.E.," emphasizing internal communication and data-driven decision-making

In the first half of 2024, China-based panel manufacturers have secured over 50% of small and medium-sized AMOLED panel shipments, reinforcing their leading position in the industry

China-based foundries are rapidly expanding their capacity for mature logic IC processes, limiting local NOR production capability. As a result, global NOR flash supply and demand are close to equilibrium, with supply expected to be constrained in 2025, according to industry sources

Amid a slowing Chinese IPO market due to regulatory tightening and economic uncertainties, reports suggest that Honor is planning to go public after securing substantial government support, a claim the company has denied

South Korea's leading component suppliers, Samsung Electro-Mechanics (Semco) and LG Innotek, have defied the traditional second-quarter slump with impressive results, driven by recovering market demand and a strategic focus on high-value products. As they head into the peak season of the second half, both companies are poised to expand their high-margin product lines to fuel further growth

Apple's iPhone sales slipped 1% year-over-year in the April-June quarter of 2024, primarily due to continued weak shipments in Greater China. The tech giant's ability to reignite iPhone demand with AI features will significantly impact Taiwan's supply chain partners

Infineon Technologies has completed the sale of its two backend manufacturing sites, one in Cavite, Philippines, and one in Cheonan, South Korea, to two fully owned subsidiaries of ASE, a Taiwan-based provider of independent semiconductor manufacturing services in assembly and test, according to the semiconductor IDM company

Taiwan's chipmaking tool exports, which prioritize the market in China, have been impacted by China's increased efforts to achieve self-sufficiency in semiconductor equipment

After eight years on the market, Nintendo's sales have dropped significantly, primarily due to the absence of major blockbuster games to boost demand

Apple's new iPhone is slated to launch in the second half of 2024, sparking intense competition between the two major South Korean panel manufacturers for the iPhone's OLED market. Reports indicate that Samsung Display (SDC) and LG Display (LGD) are aggressively vying for OLED orders in the iPhone 16 series' two high-end models

Advantest has significantly raised its profit forecast for the current fiscal year