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Thursday 25 April 2024
Will China's satellite surge eclipse US space supremacy?
China's relentless push into space technology is setting the stage for a high-stakes competition with the United States. As the space race heats up, China's rapid advancements in low-Earth orbit (LEO) satellite technology are increasingly putting pressure on America's long-held supremacy
Thursday 25 April 2024
Over 90% foreign production strikes South Korean battery exports
In 2023, South Korea saw the first decline in rechargeable battery exports in eight years. The industry suspected that the situation is related to major battery manufacturers like LG Energy Solution, Samsung SDI and SK On moving most of their production overseas
Wednesday 24 April 2024
Microsoft gathers the quartet of South Korean tech titans for high-stakes AI summit
Microsoft touted as the world's largest AI service provider, has reportedly invited several leading figures in the South Korean tech industry to attend a high-level meeting
Wednesday 24 April 2024
OLED expected to welcome long-awaited bloom in 2024 due to arrival of Apple's new iPad
The expectation for the OLED display market in 2024 is quite high, with market research firms forecasting a rebound in revenue, especially with Apple's iPad set to feature OLED displays for the first time, which is expected to drive market growth
Wednesday 24 April 2024
HBM prices likely to fall in 2H24 due to intensified market competition
Nvidia is arguably the biggest "beneficiary" of Artificial Intelligence (AI) so far, but the recent 10% plunge in Nvidia's stock price and the evaporation of its market capitalization of US$211 billion have triggered concerns in the South Korean semiconductor industry
Wednesday 24 April 2024
Battery information sharing among Japan, EU, US aims to cut reliance on Chinese materials
Japan and the European Union have agreed to collaborate on a scheme to share information about battery material production locations and the supply chain. The move will help the two parties track lithium and other minerals in batteries and prevent materials from outflowing from these regions. The information sharing will also reduce Japan and the EU's dependence on battery materials produced in China
Wednesday 24 April 2024
EV golden cross above ICE vehicles might come later as demand slows
As more EV models are available and prices decrease, EV sales have grown notably in recent years. However, the growth rate will slow in 2024, making one wonder whether the "golden cross" between EV and Internal Combustion Engine vehicle (ICE) sales will arrive on time
Wednesday 24 April 2024
China's unicorn boom: weekly start-up births with AI, semiconductors, and new energy leading the pack
Amid economic uncertainty, China still saw a surge of "unicorns" in 2023, particularly in sectors such as AI, semiconductors, aerospace, and new energy vehicles
Wednesday 24 April 2024
Can China take on SpaceX with its own satellite constellation?
In the wake of SpaceX's groundbreaking success with Starlink, China is gearing up to launch its own rendition of the satellite constellation, leveraging its formidable aerospace prowess and technological might
Wednesday 24 April 2024
Self-driving chips to draw attention at Beijing auto show
Self-driving chips are expected to be a focal point at the forthcoming Beijing International Automotive Exhibition
Tuesday 23 April 2024
SK On reportedly retooling Ford-dedicated battery production line for Hyundai
Hyundai Motor has reportedly tied up with battery maker SK On in the US. Before the pair establishes a joint venture, SK On will retool a battery production line dedicated to Ford at its plant in the State of Georgia and manufacture batteries for Hyundai instead
Tuesday 23 April 2024
Rohm and STMicroelectronics extend SiC wafer supply contract
Rohm and STMicroelectronics have extended their previously signed supply contract for Silicon Carbide (SiC) wafers for several more years
Tuesday 23 April 2024
Tesla reportedly laying off 20,000 employees in response to declining deliveries in 1Q24
Besides launching a new wave of EV price-cut strategies in 2024, Tesla is also undergoing a global mass layoff, highlighting the severe sales challenges Tesla is facing in the Chinese market
Tuesday 23 April 2024
Samsung's 2.5D packaging still has last mile to cross before getting Nvidia orders
Although Samsung has been the subject of market rumors regarding Nvidia's placement of its 2.5D packaging orders, industry sources recently said there is no information regarding the timetable for collaboration and the number of orders for certainty. Samsung has declined to comment on market hearsay regarding customers
Tuesday 23 April 2024
Lenovo teams up with Alibaba for AI PC series, emphasizes deployment as key
Lenovo has unveiled its AI PC series, including the Yoga Book 9i, which features an AI agent named "Xiao Tian" powered by Alibaba's Tongyi Qianwen model
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