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Monday 8 July 2024
Huawei follows Nvidia's model to develop AI supply chain in China
Since being blacklisted by the US Department of Commerce in 2019, Huawei has not given up efforts to break out of US export control restrictions. A Chinese technology tycoon observed that Huawei is emulating successful US companies to strive for survival
Monday 8 July 2024
Weekly news roundup: Qualcomm, MediaTek feel pressure from Huawei comeback, Micron cautions about over-capacity
These are the most-read DIGITIMES Asia stories in the week of July 1 – July 5
Monday 8 July 2024
Samsung plans to adjust automotive chip business to focus on AI chips
To concentrate more on its AI chip business, Samsung Electronics has reportedly decided to adjust the development pace of its "Exynos Auto" automotive chip project, which has been in the works for six years. Samsung will instead focus on R&D for new chips, such as the inference AI accelerator "MACH.
Monday 8 July 2024
Mixed 618 results in China cloud forecast for Taiwan IC design houses
The recent 618 sales event saw mixed results across different product categories. While smartphones and displays experienced growth, sales of PCs and TVs did not meet expectations
Friday 5 July 2024
Japan, South Korea race to develop GCS for next-gen chip packaging amid Intel push
Glass core substrates (GCS) are poised to play a crucial role in next-generation advanced chip packaging. In response, Japanese and South Korean semiconductor supply chain players are intensifying their efforts to develop GCS solutions or acquire companies with related technologies
Friday 5 July 2024
SK Hynix converts part of M10 production lines to produce HBM products
SK Hynix is reportedly converting part of its production line at its Icheon semiconductor plant in South Korea to manufacture high bandwidth memory (HBM) in response to rapidly increasing demand
Friday 5 July 2024
Sunwoda targets 2026 for mass production of cost-effective all-solid-state batteries
Sunwoda, a prominent Chinese battery company, has made significant progress in developing all-solid-state batteries. The company aims to reduce the cost of polymer-based all-solid-state batteries to CNY2 per watt-hour (Wh) by 2026, bringing it close to the price point of semi-solid-state batteries
Friday 5 July 2024
China still relies heavily on Nvidia AI chips despite Huawei's best efforts
As the technological competition between China and the US intensifies, AI chips have become a crucial resource. The US government's export ban on Nvidia's high-end AI chips has prompted Chinese companies to seek alternative solutions, such as Huawei's self-developed Ascend 910B AI chips. Concurrently, the Chinese government has urged domestic tech giants to increase their procurement of local AI chips
Friday 5 July 2024
Samsung expected to achieve 14-fold surge in operating income amid memory business recovery
Samsung Electronics is poised to report impressive results for the second quarter of 2024, driven by a recovery in the semiconductor industry. The company's operating profit surpassed KRW 10 trillion (US$7.2 billion), with expectations of continued growth
Friday 5 July 2024
Samsung pivots to AI chip development amid major semiconductor division reorganization and talent acquisition drive
Samsung Electronics is reportedly shifting its focus from automotive chip development to AI chips amid plans for significant business reorganization. This strategic pivot comes as Young-Hyun Jeon takes the helm as the new head of the Semiconductor and Device Solutions (DS) division
Friday 5 July 2024
South Korean 8-inch wafer foundry to engage in SiC and GaN business
South Korean 8-inch wafer foundries are accelerating their investments in next-gen power semiconductors. Facing fierce competition from established global manufacturers and Chinese companies, the South Korean government and industry are collaborating to build an ecosystem and invest heavily in technological research and development
Friday 5 July 2024
China plays down importance of lithography tools in semiconductor challenges
China seems to be deliberately playing down the importance of lithography tools as it identifies the challenges for the development of its semiconductor industry in a recently published dossier
Thursday 4 July 2024
Chinese EVs defend market share in Europe as trade tension escalates
Chinese electric-car brands held on to their share of the slumping European EV market in May, ahead of new tariffs designed to protect local carmakers from their lower-cost imports
Thursday 4 July 2024
Apple's AI strategy faces challenge in China as iPhone sales decline
At the 2024 Worldwide Developers Conference (WWDC), Apple unveiled its AI plans, introducing "Apple Intelligence" and attracting public attention
Thursday 4 July 2024
South Korea strives to boost EDA competitiveness
Lee Jong-ho, Korea's Minister of Science and ICT, reportedly arranged a meeting with semiconductor Electronic Design Automation (EDA) professionals to gain insights into the local EDA industry
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research