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
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
China's leading outsourced semiconductor assembly and test (OSAT) companies, such as Jiangsu Changjiang Electronics Technology (JCET) and Tongfu Microelectronics, are intensifying R&D efforts on wafer-level and panel-level packaging solutions while expanding domestic advanced packaging capacity to maintain international competitiveness
In the wake of TSMC's establishment of a wafer fabrication facility in Japan, Taiwanese and Japanese companies are strengthening their collaboration, particularly within the semiconductor supply chain
Recent debates in the semiconductor industry have raised concerns about a potential oversupply of high bandwidth memory (HBM). Analysts believe a key factor will be whether Samsung Electronics can secure Nvidia's validation and become a supplier, which could significantly affect the HBM market equilibrium
Foxconn is reportedly evaluating an investment of US$1 billion to establish a smartphone display module assembly plant in Tamil Nadu, India, possibly the first in Southern India, a rumor Foxconn refused to comment
PSMC and Tata finalized a deal for India's first commercial fab in three decades. The US and India agreed on a national security fab, which is likely to subject to US export curbs
A significant fire erupted at Tata Electronics' iPhone component manufacturing facility in Tamil Nadu, India, forcing a temporary closure of the plant. While the fire has been extinguished, authorities are investigating its cause. This incident adds to a series of disruptions affecting iPhone manufacturing in India
On August 27, Taiwan-based Power Semiconductor Manufacturing Corp (PSMC) and Japan-based SBI Holdings announced a termination of their collaboration on a 12-inch wafer fab in Miyagi Prefecture, which PSMC had already hinted on in March
To combat Chinese companies and satisfy future OLED demand, South Korea-based manufacturers Samsung Display (SDC) and LG Display (LGD) are expediting their investments in 8.6G IT OLEDs. Additionally, LGD announced on September 26 that it has signed a deal with China-based TCL CSOT, agreeing to sell its stake in its large-sized LCD panel and module plant in Guangzhou, China
Technological breakthroughs in diamond semiconductors, known for their superior performance despite technical challenges, could lead to practical applications as early as 2025 to 2030. Several Japanese research teams continue to make significant strides in this field
Dutch semiconductor equipment supplier NTS has officially opened its new assembly and manufacturing facility in Singapore. Serving as a strategic hub for the Asian market, the facility will provide customers in the region with complex mechanical and mechatronic (cleanroom) assemblies
Taiwan-based Giga Solar Materials Corp (GSMC) announced on September 25 that it will establish a sales office in India in the fourth quarter of 2024, driven by optimism about the solar potential in that market. If monthly demand exceeds ten tons, the company will evaluate plans for local manufacturing
