GlobalFoundries (GF) has appointed a new head for its operations in Asia with a particular focus on China, but market observers said the company faces an uphill battle in China
Taiwan's Department of Industrial Technology (DoIT) under the Ministry of Economic Affairs (MOEA) has confirmed that AMD has submitted an application to establish an R&D center in Taiwan
ASML Holding NV and Taiwan Semiconductor Manufacturing Co. have ways to disable the world's most sophisticated chipmaking machines in the event that China invades Taiwan, according to people familiar with the matter
Alibaba Group Holding Ltd. slashed prices for a clutch of artificial intelligence services by as much as 97%, spurring an immediate response from Baidu Inc. in potentially the start of a price war in China's nascent AI market
Sony's semiconductor business, namely the Imaging & Sensing Solutions Segment primarily driven by CMOS Image Sensors (CIS), is expected to experience significant growth in the fiscal year 2024 despite a decline in operating profits in the fiscal year 2023 (April 2023 to March 2024)
The rivalry among China, Europe, and the US – the world's three largest EV markets – heats up as America and Europe are poised to raise tariffs on Chinese EVs. China has vowed to retaliate. The situation will likely impact Germany-based Volkswagen, BMW, and Mercedes-Benz the most
Just over two months after announcing that they are jointly developing an extended reality (XR) headset device, it has been reported that the partnership between Meta and LG has fallen through
Many in the South Korean industry believe that with TSMC, the leading semiconductor foundry, facing increasing risks from earthquakes in Taiwan and unstable cross-strait relations, Samsung hopes to seize new opportunities by establishing a 3nm supply chain for Nvidia. In this context, it is reported that Samsung Electronics' primary task in 2024 in its semiconductor foundry business will be securing orders for Nvidia's advanced chips
OLED panels used for external screens/monitors remain dominated by the two major South Korean panel manufacturers, Samsung Display (SDC) and LG Display (LGD), becoming a new growth driver for both firms with an annual shipment growth of around 20%
As major countries, particularly the United States, escalate their substantial subsidies for domestic semiconductor production, South Korea's industry is increasingly concerned about its lagging policies and lack of local manufacturing incentives. Reports suggest that the South Korean presidential office is crafting a subsidy plan aimed at fostering and attracting Small and Medium-sized Enterprises (SMEs) from both home and abroad
Samsung Electronics has appointed company vice chairman Young Hyun Jun as the new leader of its Device Solutions (DS) division. Jun will be responsible for overseeing the company's semiconductor business and enhancing its competitive position in the face of an unpredictable global business climate
Market sources have identified Naura Technology as the principal beneficiary of China's initiative to achieve self-sufficiency in chipmaking equipment. Revenue for the Chinese fab toolmaker increased by 50.7% in 2023
The time it's taking for some of China's electric car makers to pay suppliers is ballooning — a further sign of stress in the nation's increasingly cutthroat auto market
