Japanese Prime Minister Shigeru Ishiba pledged more than US$65 billion of fresh support for the nation's semiconductor and artificial intelligence sector as Tokyo looks to keep up with a global spending spree on cutting-edge tech
Amidst China's raging AI boom, Kai-Fu Lee, Chairman of Sinovation Ventures and CEO of 01.AI has gone on record criticizing the structure of the AI ecosystem while outlining where he believes the direction of the AI evolution may go
Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's new K2 plant will begin mass production of its latest NAND products in autumn 2025, aiming to capitalize on AI-driven demand
The China Association of Automobile Manufacturers (CAAM) announced the recipients of China's "Auto Privacy Protection" mark during the 2024 China Automotive Software Conference, recognizing Tesla as the sole foreign automaker among the first batch of companies to receive this certification
CETC Chips Technology has disclosed that its BeiDou Navigation Satellite System (DBS) SoCs have been adopted by China's top-5 handset vendors for multiple midrange to high-end smartphone models
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance applications
If US President-Elect Donald Trump follows through on his pledge to impose 60% tariffs on Chinese exports, the consequences could amplify existing strains in China's fragile economy. This looming shift has sparked concern among Taiwanese businesses, prompting the government to take preemptive measures
Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue for the first ten months reached NT$5.458 billion, marking a 28% year-over-year growth and exceeding 2023's full-year total
With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile economy. Officials report that economic pressures have already reduced foreign investment in China. Should these targeted tariffs take effect, some Taiwan-affiliated companies may relocate or even cease operations, leading to factory closures and workforce reductions
According to Nikkei, Rohm's performance for the first half of fiscal year 2024 (April to September 2024) has significantly underperformed expectations, resulting in a loss. A key factor behind this downturn is weak demand for automotive power semiconductors, driven by unfavorable conditions among its automotive clients
South Korean media TheElec reports, citing Sigmaintell data, that OLED TV panel shipments are set to reach 6.48 million units in 2024, representing a 22% increase from the 5.3 million units in 2023. This growth comes as OLED's market penetration is expected to edge up by 0.4 pp to 2.6%, from 2.2% last year, even as LCD panel shipments remain steady at 230 million units
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry impacts and potential order transfers. The company has already issued notifications to affected clients regarding the cessation
Chinese media reports that TSMC has formally notified its Chinese AI chip customers via email that, starting November 11 — known as Singles' Day in China — it will cease supplying advanced 7nm and below process technology to Chinese AI and GPU clients
China gave indebted local governments a CNY10 trillion (US$1.4 trillion) lifeline but stopped short of unleashing new stimulus, preserving room to respond to a potential trade war when Donald Trump takes office next year
Following the release of its third-quarter financial results, SMIC co-CEO Haijun Zhao expects price competition to persist and aims to capture one-ninth of global semiconductor orders
