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Wednesday 8 May 2024
Apple's China iPhone shipments soar 12% in March after discounts
Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in sales are yielding early results
Wednesday 8 May 2024
Will Naver's bilateral collaboration with Samsung and Intel on AI work out?
Recently, South Korean internet giant Naver confirmed partnering with Intel in the AI semiconductor sector
Wednesday 8 May 2024
EV makers reportedly compensate South Korean battery companies due to declining procurement
EV manufacturers reportedly failed to purchase the minimum quantity of batteries stipulated by contracts as EV demand softens
Wednesday 8 May 2024
BYD surges ahead in R&D, exceeding Tesla with satcom debut 'on the road'
With the rapid development of intelligent connected vehicles, cars have gradually become important mobile terminals, carrying an increasing number of interconnection needs based on travel requirements. Cars are evolving into another important mobile terminal
Wednesday 8 May 2024
Intel joins forces with Japanese firms to automate chip packaging by 2028
Intel has partnered with 14 Japan-based companies to develop manufacturing technology for IC backend manufacturing automation, which is anticipated to be commercialized by 2028, aiming to reduce reliance on labor-intensive regions in China and Southeast Asia
Wednesday 8 May 2024
Taiwan fab toolmakers eyeing orders from Malaysia
Apart from Taiwan and China, Malaysia has emerged as a new semiconductor powerhouse in Southeast Asia, thanks to its competitive production costs and support from global manufacturers
Tuesday 7 May 2024
Samsung said to consider Inpria's metal oxide resist for 1c DRAM process
Samsung Electronics reportedly intends to use metal oxide resist in the Extreme Ultraviolet (EUV) exposure process of new generation DRAM products. Metal oxide resist belongs to the new generation photoresist, with higher resolution than chemically amplified resist and better impedance performance in etching
Tuesday 7 May 2024
Samsung reportedly sets up a task force to grab Nvidia HBM3E orders
Aiming to secure orders for Nvidia's next-generation High Bandwidth Memory (HBM) and regain its market-leading position, Samsung unprecedentedly mobilizes over 400 "semiconductor aces," including top executives and employees
Tuesday 7 May 2024
Lenovo and Huawei's venture into AI PCs adds fuel to replacement wave in China
The first year of the AI PC era saw major Chinese manufacturers like Lenovo and Huawei aggressively positioning themselves in the AI PC market to capture higher market shares. Looking at the Chinese market, the second half of 2024 is expected to see a replacement wave for PCs, driven not only by the advent of AI PCs but also because domestic PC purchases made 2-3 years ago are approaching their replacement cycle
Tuesday 7 May 2024
Samsung outsources partial sensor production to UMC to compete with Sony
To catch up with the global image sensor market leader Sony, Samsung Electronics will strengthen cooperation with Taiwan-based pure-play foundry United Microelectronic Corp. (UMC) to adopt the "fab-lite" strategy to outsource partial capacity to UMC and enhance production efficiency while improving price competitiveness
Tuesday 7 May 2024
GaAs foundry AWSC enjoys strong demand for flagship smartphones
Gallium Arsenide (GaAs) foundry Advanced Wireless Semiconductor Company (AWSC) has seen a surge in orders for flagship smartphone chips from manufacturers such as Qualcomm, boosting its sales performance
Monday 6 May 2024
SK Hynix denies plan to produce DRAM at M17 site
SK Hynix reportedly designated its M17 factory site as another new DRAM production base soon after announcing in late April its investment in the M15X DRAM plant in Cheongiu, South Korea, aiming to start production before the completion of the Yongin semiconductor cluster to ensure sufficient capacity for next-generation DRAM, including High Bandwidth Memory (HBM), for AI applications. SK Hynix, however, has denied the report
Monday 6 May 2024
Samsung SDI-Stellantis US joint battery plant reportedly to begin production in November
Samsung SDI and Stellantis have been building a joint battery plant in the US to produce the South Korean company's sixth-generation prismatic battery, P6
Monday 6 May 2024
Southeast Asia and Japan attract OSAT interest amid geopolitical diversification
The semiconductor industry is witnessing significant shifts influenced by geopolitical considerations. One recent case exemplifying this trend is King Yuan Electronics's (KYEC) sale of 90% equity in its China subsidiary Jinglong Technology (Suzhou) for approximately CNY48.85 billion (about US$675 million)
Monday 6 May 2024
US Treasury delays EV battery sourcing restriction, allowing use of Chinese graphite for two more years
The US Department of Treasury will grant EV makers a two-year extension for restrictions on some hard-to-trace battery materials, including China-dominated graphite. The move was welcomed by automakers while upsetting some US politicians
CPC
Summary of Tech Supply Chain News!
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