The strengthening of shipment pull-ins for foldable smartphones from China has buoyed related chip component suppliers' sales performance, according to industry sources
Supply chain sources indicate that following the reveal of the new AI platform Apple Intelligence at the WWDC in June and the announcement that it will be integrated into the iPhone 16 series of products, the market anticipates that it will fuel a new wave of device upgrades
Amid China's skyrocketing demand for computing power and a tight supply of AI chips, an industry leader has proposed a solution to leverage the nation's diverse hardware and software resources
Japanese companies are doubling down on investments in semiconductor materials, a sector where they already dominate the global market. This comes amidst generous government subsidies aimed at bolstering the domestic chipmaking industry
Chinese PCB manufacturers are fueling an investment boom in Southeast Asia, particularly in Thailand, as they adapt to shifting global trade dynamics and seek demand beyond their domestic market. Industry sources report that at least seven of China's top 10 PCB manufacturers have established production facilities in Thailand
Taiwan-based semiconductor equipment manufacturers are increasingly involved in the supply chains of TSMC and Chinese foundries, according to industry sources. SEMI projects global semiconductor equipment sales will grow 3.4% year-on-year in 2024, reaching US$109 billion, with further growth expected in 2025 driven by demand from both frontend and backend sectors
Just 19 of China's 137 current electric car brands will be profitable by the end of the decade, leaving the rest to exit the industry, consolidate, or battle for a minor market share, according to consultancy Alixpartners
Fueled by the growing demand for advanced chips that require EUV lithography systems, Japan-based companies are increasing investments and eyeing the supply of materials used in critical technology, reports Dempa and Nikkei
Concerns are mounting among Western governments and semiconductor companies regarding potential overcapacity in legacy chips, reminiscent of past issues seen in the solar industry. However, before Chinese-made legacy chips flood the market, China-based chipmakers are bracing for intense internal competition that could significantly impact their profitability
Samsung Electronics' largest union, the National Samsung Electronics Union (NSEU), initially planned a three-day strike starting on July 8. However, the union recently announced that it will initiate a two-phase indefinite strike starting on July 11, adopting a tough stance against company management
Nissan Motor has decided to initiate in-house mass production of Lithium Iron Phosphate (LFP) batteries starting from fiscal 2028 (April 2028 - March 2029), as the cost of ternary lithium-ion batteries has not decreased as expected
Micro LED TVs are considered an important next-gen technology, but their high prices have prevented them from becoming more widespread. Samsung Electronics has made plans to reduce the price of Micro LED TVs, intending to reduce production costs to one-tenth of the current value within the next 2-3 years
The semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in 2023, it is expected to exceed US$1 trillion by 2030. Attracted by the industry's robust outlook ignited by the Generative AI infrastructure, Middle Eastern countries are diversifying their business portfolios to include the semiconductor and AI industries
Mecademic Industrial Robotics, a leader in micro-automation, is set to expand its presence in the high-growth medical devices and electronics markets, particularly in the Asia-Pacific region
