China's flexible OLED manufacturers have been rapidly advancing their technology and boosting their shipments, posing a substantial challenge to Samsung Display's dominance
Software has become the core of automotive innovation as the era of Software-Defined Vehicles (SDV) arrives. Dr. Zhang Rixin, CEO of Vector China, said the architecture of automotive software will grow more complex. Moreover, SDVs will break the linear automotive supply chain and turn it into a network
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players
Foreign media outlets recently reported that due to poor demand for the China-tailored H20 series AI chips, Nvidia has lowered the prices of the H20 series chips. Several supply chain sources later confirmed to Chinese media that the weak demand and price cuts for the H20 series were indeed true
Entering 2024, there have been changes in Samsung Electronics' smartphone camera module supply chain. Semco maintains its spot as the sales leader while Partron has risen to second place. Notably, Mcnex, which dropped to sixth place in 2023, has climbed back up to third. Power Logics, which was second in 2023, has fallen to fourth
While Nvidia CEO Jensen Huang is visiting supply chain partners in Taiwan to secure production capacity for its high-end AI GPUs, the company is plagued by limitations on its China-specific H20 AI GPU technology. It is unusually lowering sales prices in the Chinese market to counter increasing rivalry from Chinese players, particularly Huawei, which is reportedly set to launch a new comparable 5nm AI GPU in 2025
LG Innotek and Hyundai Mobis have jointly applied for patents for LiDARs used in self-driving cars as LG Group and Hyundai Motor Group expand their collaboration on automotive electronics. LG Innotek plans to begin mass production of solid-state LiDARs in the second half of 2024
South Korea's semiconductor inventories dwindled by the most since 2014, underscoring the pace at which demand is outstripping supply as customers rev up their purchases of devices needed to develop artificial intelligence technologies
Tesla is said to proceed with a plan to launch its Full Self-Driving (FSD) software in China. The EV company is on track to register the technology and aims to activate the service later this year
As previous subsidies of a total of JPY920 billion (nearly US$6 billion) may not be sufficient to help Rapidus achieve its goal of mass-producing 2nm chips, Japan's Ministry of Economy, Trade and Industry (METI) plans to propose legislation to provide loan guarantees for the chipmaker
Mitsubishi Electric, its subsidiary Mitsubishi Electric Mobility, and automotive components supplier Aisin recently announced they will establish a joint venture to make next-generation car parts. The move, which will accelerate R&D speed, is a response to the cost reduction trend driven by China's low-cost EVs.
The Chinese semiconductor industry, including the CMOS Image Sensor (CIS) segment, is finding more room for development in the domestic market with the sudden rise of the Chinese smartphone and Electric Vehicle (EV) industries