As the traditional peak season for MCU production approaches in the third quarter, the industry's outlook is characterized by a stark contrast between China and Taiwan. While Chinese MCU manufacturers are benefiting from government-backed localization policies, their Taiwanese counterparts express pessimism about the Chinese market
Three years since the Japanese government's decision in 2021 to support Taiwan's large foundry company, TSMC, in establishing a factory in Kumamoto, Kyushu has not only seen growth in infrastructures such as the semiconductor industry, supply chains, and civil transportation, as well as industries such as retail logistics education, more factories have been further affected, allowing many sunset industries opportunities to transform and restructure themselves
Kioxia, a leading Japanese NAND flash memory manufacturer, has filed for an initial public offering (IPO) on the Tokyo Stock Exchange. This highly anticipated IPO is slated for October 2024
Foxconn reaffirmed its commitment to Henan, its primary manufacturing hub in China, during a traditional Ghost Festival ceremony at its Tucheng headquarters on August 23. The company emphasized that it has never abandoned the region despite fluctuations in production cycles
Initially launched in Japan and Europe, Level 3 autonomous vehicles are expected to see a significant production surge starting in 2024, with China leading the way, fueled by strong government support
Mitsubishi Materials has announced the development of the world's largest rectangular silicon substrate, a technology gaining attention due to advancements in advanced packaging. The company plans to start small-scale production in 2025
As the world enters the AI era for mobile devices, Samsung Display (SDC) and LG Display (LGD) both express optimism about the outlook of OLED technology. According to Lee Chang-hee, the head of SDC's research institute, the adoption rate of OLED panels in the overall display market has grown from 8% in the past to 37%.
In cooperation with the Vietnamese government's active promotion, Samsung Electronics is reportedly considering establishing a semiconductor assembly line in Vietnam. With Samsung currently operating large factories for products such as mobile devices and display modules in Vietnam, there are hopes of synergistic benefits
South Korea recently saw three electric vehicle (EV) fires occur within less than a month, leading to an "EV phobia" in the local market. This situation has caused a decline in both new and used car prices
Apollo Go, developed by Baidu, has been making significant strides in the autonomous vehicle industry, particularly following its operation in Wuhan, China, which brings the concept of autonomous vehicles closer to reality
In an effort to strengthen its position in the Japanese smartphone market, Samsung Electronics (Samsung) has released two new foldable phone models earlier than planned: the Galaxy Z Flip 6 and Fold 6. The company aims to expand the synergy between its Galaxy S and Z series
The 2024 Ketagalan Forum: Indo-Pacific Security Dialogue, held on August 21, convened scholars and former diplomats from North America, Europe, and Taiwan to explore strategies for strengthening economic resilience through the diplomatic lens of supply chain de-risking
Xiaomi Corp. is willing to grow its nascent electric vehicle arm at the expense of profits for now, as it angles to join Tesla Inc. and BYD Co. among the world's biggest automakers over the next decade or two
