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Wednesday 9 October 2024
Why would TSMC increase stake investment in a mature-node foundry affiliate?
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International Semiconductor Corporation (VIS), which is counterintuitive. Why would TSMC increase investment in a mature-node semiconductor foundry, when China's mature-node chips are facing an oversupply
Wednesday 9 October 2024
Chinese automakers seek breakthrough amid rising trade barriers
Chinese new energy vehicle (NEV) companies are working to break through growing trade barriers imposed by the US and its allies
Wednesday 9 October 2024
Semiconductor supply chain mixed about China economy stimulus policy
China's stimulus packages have received mixed responses from players in Taiwan's semiconductor supply chain, with some believing they will inject momentum into the Single's Day shopping next month and others questioning whether there will be any immediate impact on the consumer electronics market
Wednesday 9 October 2024
APCB to cease production in Taiwan; expected to retain 70% of its revenue in 2025
APCB, a PCB manufacturer, has announced plans to close its Taiwan facility and transfer production to its Chinese operations. The decision comes in response to ongoing financial losses at the Taiwan plant
Tuesday 8 October 2024
SK Hynix highlights its HBM production efficiency; 8.8 times better than Samsung and Micron
SK Hynix recently participated in TSMC's open innovation platform (OIP) forum, where the company not only emphasized its collaboration with TSMC and Nvidia but also revealed key details about its high-bandwidth memory (HBM) technology. SK Hynix's production efficiency is reportedly 8.8 times higher than competitors Samsung Electronics and Micron
Tuesday 8 October 2024
Luxshare expands investment in Vietnam, to make wearables for Apple and Huawei
According to Luxshare's latest plan, the Apple supplier plans to invest US$150 million in Nghe An, Vietnam, to establish production facilities for Apple Watch and Huawei watches
Tuesday 8 October 2024
NAND flash market faces cost crunch: Samsung and SK Hynix buck the trends eyeing expansion
Despite AI-driven growth in the NAND flash market, the rising costs of technological transitions remain a major hurdle
Tuesday 8 October 2024
TV panel prices may stabilize after supply cuts
With key China-based LCD panel producers cutting back production, prices for TV applications are expected to stabilize in October, according to industry sources
Tuesday 8 October 2024
Trade barriers may accelerate Chinese automakers' expansion in Europe
The European Union's (EU) tariff policy is designed to preserve the advantages of its domestic industry chain, but the high taxes imposed on Chinese auto businesses have motivated major manufacturers, including BYD, to establish local facilities
Tuesday 8 October 2024
Samsung India signs MoAs with striking workers amid ongoing dispute
Samsung India has signed an agreement with a segment of its workers, addressing some of their demands and aiming to resolve a strike that has lasted nearly a month at its plant in southern India. The resolution comes after Indian police detained several protesters
Tuesday 8 October 2024
Li Auto reportedly to tape out in-house developed smart driving chip by end of 2024
China-based electric vehicle (EV) vendor Li Auto reportedly will complete the tape-out of its smart driving SoC by the end of 2024, catching up with its two major domestic rivals, XPeng and NIO, in terms of in-house developed autonomous driving chips, according to industry sources
Tuesday 8 October 2024
Cost of new Huawei handset SoC rises
Huawei is set to launch its latest flagship smartphone powered by the rumored Kirin 9100, a commercially uncompetitive chip without government support
Tuesday 8 October 2024
BYD, Geely, SAIC face steep EU taxes
The European Union (EU) has imposed countervailing tariffs on Chinese electric vehicles (EV) for five years, levying significant duties on Chinese brands including BYD, Geely Automobile Holdings, and SAIC Motor
Monday 7 October 2024
US imposes duties on SEA solar panels, indirectly targeting Chinese firms
The US Department of Commerce (DOC) decided on October 1, 2024, to impose countervailing duties (CVD) on solar panels imported from four Southeast Asian (SEA) countries: Cambodia, Malaysia, Thailand, and Vietnam. These nations accounted for 80% of US solar energy product imports in 2023, with many involved companies being China-funded
Monday 7 October 2024
SK Hynix diversifies supply chain, challenges Hanmi's grip on HBM equipment
SK Hynix is set to diversify its supply chain for thermocompression bonding (TCB) equipment used in HBM manufacturing. The company acquired an order of 30 units of TCB machines from ASM Pacific Technology (ASMPT) in September 2024, South Korean media outlet TheElec reports. This move aims to reduce the firm's dependence on Hanmi Semiconductor while ramping up its production of 12-layer HBM3E products
Holtek
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