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Tuesday 1 October 2024
Samsung's Vietnam dominance challenged by Chinese rivals
Vietnam, as Samsung Electronics' largest smartphone production base, has seen the company invest over KRW30 trillion (US$22.37 billion) locally over the past 17 years, earning the title of "national enterprise of Vietnam." However, concerns have emerged as Samsung lost its leading position in the Vietnamese smartphone market to Chinese competitors in the second quarter, prompting claims of "Vietnam betraying Samsung.
Tuesday 1 October 2024
Concerns grow over global DDI supply security after US lawmakers target Chinese panel manufacturers
Following recent geopolitical tensions, concerns regarding the supply chain security of technology products have intensified globally. The United States has expressed intentions to impose restrictions on connected vehicles from China
Tuesday 1 October 2024
SK Hynix advances 16-layer HBM3E to maintain market lead
SK Hynix is expediting the development of 16-layer HBM3E (High Bandwidth Memory) to reinforce its leading position in the competitive HBM market, as challenges from rivals like Samsung and Micron intensify. The company has successfully confirmed the operational stability of its 16-layer HBM3E, showcasing the robustness of its proprietary MR-MUF (Mass Reflow Mold Underfill) stacking technology
Tuesday 1 October 2024
Samsung delays Taylor and Pyeongtaek fab construction amid global semiconductor slowdown
Samsung Electronics has reportedly delayed construction and equipment orders for its Pyeongtaek Phase 4 (P4) plant in South Korea and its second facility (T2) in Taylor, Texas. This move suggests a more cautious approach to semiconductor investments from the South Korean giant, potentially impacting its partner companies
Tuesday 1 October 2024
Venture capitalist joins Unisoc board
A Chinese venture capital heavyweight Datong Chen has been appointed to the board of directors of China-based IC design company Unisoc. Chen, chairman of Investment Committee, Hua Capital Management, co-founded OmniVision in 1995, and Spreadtrum (now Unisoc) in 2001. Meanwhile, Unisoc has also stepped up its shipments of handset application processors (AP), with its market share now said to be on a par with Apple's
Tuesday 1 October 2024
TCL CSOT buys LGD Guangzhou site, strengthening China's TV panel dominance
LG Display (LGD) and TCL China Star Optoelectronics Technology (TCL CSOT) have signed an agreement for the latter to buy LGD's 8.5G LCD facility in Guangzhou for CNY10.8 billion (US$1.54 billion), further solidifying the dominance of Chinese companies in the global TV panel market. The sale is expected to be completed by March 31, 2025
Tuesday 1 October 2024
MCU firms cautious about 4Q24 prospects
Taiwan-based MCU firms generally remain cautious about their sales prospects for the fourth quarter of 2024, primarily due to the slow recovery in demand in China, according to industry sources. But the MCU makers are still expecting sales momentum from emerging applications, such as those for edge AI and new energy cars
Tuesday 1 October 2024
China enacts subsidies to stimulate TV demand
The subsidy program implemented by the Chinese government to encourage domestic consumers to replace old TVs with new ones is anticipated to stimulate overall TV demand in the fourth quarter of 2024, according to industry sources
Tuesday 1 October 2024
Fire causes indefinite halt to iPhone production at Tata's plant, overshadowing workforce expansion plans
A fire broke out at Tata Electronics' iPhone manufacturing plant in Tamil Nadu, leading to an indefinite halt in operations just a day after the company announced plans to double its workforce at the facility. This incident poses a setback to Apple's efforts to diversify its manufacturing beyond China
Monday 30 September 2024
South Korea's chip stockpiles shrink at fastest pace since 2009
South Korea's semiconductor stockpiles dwindled at the fastest clip since 2009 last month in a sign of sustained demand for high-performance memory chips used in artificial intelligence development
Monday 30 September 2024
China urges local companies to stay away from Nvidia's chips
Beijing is stepping up pressure on Chinese companies to buy locally produced artificial intelligence chips instead of Nvidia Corp. products, part of the nation's effort to expand its semiconductor industry and counter US sanctions
Monday 30 September 2024
GenAI receives plenty of attention at Tokyo Game Show 2024
The 2024 Tokyo Game Show (TGS), Japan's largest video game exhibition, was held from September 26 to 29, 2024, in Chiba, Japan. The main technological highlight this year was the application of generative AI (GenAI)
Monday 30 September 2024
Traffic and talent emerge as two major issues for JASM, with no short-term solution in sight
Taiwan's Minister of Economic Affairs J.W. Kuo led a delegation to Japan and visited the construction site of TSMC's Kumamoto plant (JASM) on September 24. He also met with the governor of Kumamoto, Takashi Kimura. During their discussions, it was revealed that significant issues related to transportation and talent only became apparent after the construction of the JASM plant began
Monday 30 September 2024
Intel's comeback in automotive: will its bet on smart cockpit pay off in dethroning Qualcomm?
Rumors have been swirling recently about Qualcomm's potential acquisition of Intel
Monday 30 September 2024
Targeting GAFAM: Japan's semiconductor alliance fuels innovation, redefining global supply chains
Amid intensifying competition in the global semiconductor market, the Japanese government has relaunched its semiconductor industry revival plan, prioritizing advanced technology development and supply chain resilience. A key objective of this initiative is to re-establish Japan's position as a leader in the global semiconductor sector
Research Report Database
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