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
Chinese new energy vehicle (NEV) brands are expanding aggressively overseas, facing tariff barriers in several European and North American markets. The UK, however, has taken a different approach by welcoming these brands into its passenger vehicle market and iconic public transportation system, the double-decker bus
The US and India recently announced the establishment of a national security fab dedicated to producing chips using compound semiconductors, marking a significant milestone in India's semiconductor ambitions. However, US export control regulations applied to the fab may impact its operational effectiveness
Japan's semiconductor industry is experiencing a significant talent shortage, with demand from chip and equipment manufacturers increasing 14-fold compared to a decade ago. Key factors driving this surge include the rise of generative AI, vehicle electrification, and heightened energy requirements. In response, Japan is expanding semiconductor manufacturing facilities in regions such as Kyushu and Hokkaido, thereby enhancing supply chain resilience
China's Huawei Technologies has overtaken Samsung Electronics and Apple for the first time to become the world's top wearable device brand in the first half of 2024, with an accumulated user base exceeding 520 million. While its smartphone business is restricted to China due to the US semiconductor ban and lack of Google Mobile Services (GMS), Huawei continues to expand its wearables, notebooks, and tablets in international markets
Huawei held its fall product launch event on September 24, showcasing several key products, including the 110-inch Smart Screen V5 Max 110, the Watch GT 5 smartwatch series, and the Zhijie R7 electric SUV coupe. However, the highly anticipated Mate 70 series was notably absent, with its release requiring more time
