Wingtech, a Chinese ODM and IDM powerhouse, announced on December 30 that it has signed a letter of intent to transfer the equity and operating assets of nine ODM subsidiaries to Luxshare Precision Industry. This acquisition would mark a watershed moment in the supply chain landscape
As 2024 concludes and 2025 begins, AI remains the cornerstone of semiconductor sector growth, fueling increased demand for foundry services. However, Donald Trump's return to the presidency on January 20, 2025, introduces potential uncertainties. His administration's policies could drive inflation and economic cooling, aligning with a predicted downturn in the semiconductor market cycle. This adds complexity to the outlook under the Trump 2.0 administration
Samsung Electronics has reportedly announced the distribution of Overall Performance Incentives (OPI) across its departments. The Device Solutions (DS) division, finally turning a profit, will have its OPI distribution ratio rise from 0% in 2023 to around 12% to 16% in 2024, drawing major attention
The year 2024 saw intensifying US-China tech tensions amid sweeping US sanctions and China's economic challenges, including weak demand, declining foreign investment, and widespread layoffs. With former President Trump's return in 2025 looming, tech and trade conflicts are set to escalate, deepening the nations' decoupling
Guangzhou-based CanSemi Technology has launched production for its third-phase project, representing a CNY16.25 billion (approx. US$2.23 billion) investment. The new facility adds monthly capacity for 40,000 12-inch wafers, utilizing 180–90nm technology to establish a platform tailored to industrial and automotive-grade analog IC production
China's domestic CPU industry is experiencing rapid growth amidst intensifying US-China technological competition. At the forefront, Phytium announced that it has shipped over 10 million CPUs, setting a significant milestone in the evolution of China's semiconductor industry
China's two major crystalline silicon suppliers for solar cells announced production cuts in response to the current market downturn, where the industry is trying to cope with oversupply, decreasing prices, and fierce competition
A White House official said on December 27 that the US identified a ninth telecommunications company impacted by a wide-ranging Chinese espionage effort and that further steps are planned to curb cyberattacks from Beijing
South Korea has expedited the approval of the Yongin Semiconductor National Industrial Complex. The strategic project aims to bolster the nation's semiconductor industry amid global competition and security concerns
Despite the rebound in LCD demand driving panel manufacturers' utilization rates, the weak demand for OLED TVs is expected to hinder improvements in utilization rates for OLED panel factories during the first half of 2024. Analysts suggest that the display industry has entered a growth cycle dominated by IT OLEDs, and with the widespread adoption of artificial intelligence (AI) promoting low-power trends, OLED growth is still anticipated to continue
Sharp has announced the sale of its camera module assets to Fullertain Information Technologies, a subsidiary of Foxconn. Sharp stated that this move will reduce the investment burden connected with its equipment business
TSMC's first wafer fab in Kumamoto, Japan, operated by its subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has officially begun mass production, marking a significant milestone for the region's semiconductor manufacturing capabilities
South Korea's parliament passed the "Act on the Development of Artificial Intelligence and Establishing a Trustworthy Foundation" (AI Basic Act) on December 26, 2024, establishing a comprehensive regulatory framework as the country aims to position itself among the world's top three AI leaders by 2027
Tesla's Shanghai Megafactory in Lingang is on track for completion by the end of 2024, with production anticipated to start in the first quarter of 2025, underscoring the company's commitment to rapid expansion in energy storage manufacturing
