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Tuesday 24 December 2024
CXMT reportedly begins DDR5 mass production despite US restrictions
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, has reportedly begun mass production of DDR5 memory, according to market sources
Tuesday 24 December 2024
Dire situation in China is one reason for Honda, Nissan merger
Among the reasons for Honda Motor to enter merger talks with Nissan Motor, one looms large: China
Tuesday 24 December 2024
Chinese EV makers hit EU wall as tariffs add to import costs
Chinese automakers captured their smallest share of Europe's electric vehicle (EV) market in eight months after new tariffs increased the cost of importing cars to the region by as much as 35%
Tuesday 24 December 2024
Biden team to probe Chinese Chips, setting up Trump for tariffs
US President Joe Biden's administration is launching an investigation that will offer President-elect Donald Trump a choice about whether to enact new tariffs on Chinese-made semiconductor chips
Tuesday 24 December 2024
China's SiC expansion reshapes global supply chain
The year 2024 marks a pivotal shift in the silicon carbide (SiC) industry, as unprecedented production increases by Chinese manufacturers transform the global supply chain. This critical compound semiconductor material, once valued for its scarcity, has become a double-edged sword causing ripples throughout the sector
Monday 23 December 2024
TSMC's wafer manufacturing 2.0 reshapes advanced packaging market
TSMC introduced "Wafer Manufacturing 2.0" in July 2024, integrating packaging, testing, and photomask production into its portfolio. This move underscores a seismic shift in the advanced packaging supply chain, driven by fresh investments from OSAT providers, IDMs, and new entrants that are disrupting traditional roles
Monday 23 December 2024
Micron forecasts slump in general-purpose memory, casting doubts on Samsung, SK Hynix
Micron has released its first-quarter fiscal 2025 (1QFY25, ending November 28, 2024) financial results, highlighting strong performance in its HBM segment. However, a weaker-than-expected outlook has dampened market confidence, casting a shadow over South Korean rivals Samsung Electronics and SK Hynix
Monday 23 December 2024
Kioxia's IPO raises questions about AI bets and reliance on NAND
Japanese NAND flash maker Kioxia debuted on the Tokyo Stock Exchange's Prime Market on December 18, marking a significant milestone. Despite an initial stock price surge, the company's current market value stands at less than half of the JPY2 trillion (approx. US$13 billion) valuation it held upon separating from Toshiba in 2018
Monday 23 December 2024
3DIC and packaging drive AI chip innovation at SEMICON Japan 2024
While SEMICON Japan 2024 highlighted 3DIC and advanced packaging equipment essential for artificial intelligence (AI) chips, the event saw fewer physical machinery demonstrations than expected
Monday 23 December 2024
China chip sector sees 14,000 closures in 2024 amid industry reshuffle
The Chinese chip market faces severe challenges during the semiconductor industry's down cycle, with 14,648 chip companies shutting down in 2024. However, the entrepreneurial spirit remains resilient, as evidenced by 52,401 new registrations in the same year
Monday 23 December 2024
Gree's 6-year chip success: SiC factory launches with 200 million units shipped, fully self-funded
On December 16, Gree Electric Chairwoman Ming-zhu Dong told Sina Finance CEO Qing-xu Deng, "Gree's chips have succeeded. We have achieved everything from independent research and design to manufacturing and a complete semiconductor value chain," according to ICSmart
Monday 23 December 2024
SK Hynix unveils 61TB SSD, challenging Samsung in AI data center market
Amid surging AI demand, SK Hynix has unveiled a 61TB SSD tailored for AI data centers, marking a significant leap in the enterprise SSD (eSSD) market and intensifying competition with industry leader Samsung Electronics
Monday 23 December 2024
Samsung reportedly to begin construction of 7th-gen DRAM pilot line
Samsung Electronics (Samsung) is set to construct a test line for 10nm seventh-generation DRAM (1d DRAM) at Pyeongtaek Plant 2 (P2), strengthening its competitive position and enhancing yield improvement for new generation products
Monday 23 December 2024
TSMC soars while Rapidus, SMIC stumble on state crutches
The global wafer foundry landscape is undergoing a dramatic transformation. TSMC maintains its dominance in advanced nodes below 7 nanometers, while competitors Samsung and Intel continue to struggle with outdated IDM models. Meanwhile, Japan-backed Rapidus and China's SMIC face significant technological and financial challenges despite substantial government support
Monday 23 December 2024
The rise of China's AI framework: Huawei MindSpore claims 30% market share
In 2024, China's artificial intelligence (AI) framework market is experiencing robust growth, with Huawei's MindSpore securing nearly 30% market share, successfully positioning itself among the global mainstream AI frameworks. This data was revealed at the recent MindSpore AI Framework Summit hosted by Huawei
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES