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Thursday 23 January 2025
Samsung reportedly halves foundry capex amid order shortage
Samsung Electronics plans to drastically reduce capital expenditure for its wafer foundry business by more than half in 2025, as the company grapples with a lack of customer orders...
Thursday 23 January 2025
SK Hynix hits record 2024 revenue on AI memory surge
SK Hynix posted record revenue of KRW66.2 trillion (US$46.3 billion) in 2024, with an operating profit of KRW23.5 trillion, yielding a 35% margin. Net income reached KRW19.8 trilli...
Thursday 23 January 2025
Chinese foundries' offers remain less appealing to Taiwan IC design houses
Chinese foundries, despite their advanced process expertise and competitive pricing, remain less attractive to Taiwan-based IC design firms primarily due to intellectual property...
Thursday 23 January 2025
Sharp's recovery hinges on CEO-led 'I-Pro' initiative with 2 key teams
Sharp Corporation is set to announce its fiscal 2024 growth strategy during its earnings presentation in May 2025, covering the period from April 2024 to March 2025. However, key...
Thursday 23 January 2025
Chinese PHEVs surge in global markets, leaving Tesla and legacy automakers in a tight spot
Chinese automobiles have consecutively secured the title of the world's largest automobile exporter in 2023 and 2024. Despite being impacted by the trade war surrounding battery electric...
Thursday 23 January 2025
Xiaomi and BYD challenge Tesla's dominance in China
Xiaomi recently announced that the Xiaomi SU7 had surpassed the Tesla Model 3 in terms of vehicle deliveries in December 2024, thereby achieving a position among the top 5 in China's...
Thursday 23 January 2025
Automakers challenge Biden's regulation, highlight sensor systems competition
The Alliance for Automotive Innovation, composed of General Motors (GM), Toyota, Volkswagen, and others, has recently appealed to a US court to overturn a regulation set by the National...
Thursday 23 January 2025
Micron ramps up HBM production, further taps South Korean talents
Micron is expanding its investment in Taiwan, with plans to exceed NT$1.1 trillion (US$33.6 billion) by the end of 2024. According to Donghui Lu, head of Micron Taiwan, the company...
Thursday 23 January 2025
Chinese GPU makers fight for survival under rising US sanctions
Under mounting US sanctions on AI chips, Chinese domestic GPU companies are accelerating development and entering capital markets to strengthen their position. In a significant move,...
Thursday 23 January 2025
SK Hynix reportedly to begin 1c DRAM production first, disrupting Samsung's HBM strategy
As Samsung Electronics (Samsung) attempts to reshape the global memory market through its sixth-generation high bandwidth memory (HBM4), industry watchers are closely monitoring two...
Thursday 23 January 2025
Japan's SMBC launches semiconductor equipment financing: Kioxia first, Rapidus likely to follow
Sumitomo Mitsui Banking Corporation (SMBC) has launched an innovative type of asset-based financing that utilizes semiconductor manufacturing equipment as collateral. This approach...
Wednesday 22 January 2025
Mitsubishi Electric to ramp up R&D, eyeing EPCI, quantum, and hydrogen technologies
On January 15, Mitsubishi Electric unveiled its updated R&D strategy, highlighting its commitment to advancing technologies like electronic-photonic converging integration (EPCI)...
Wednesday 22 January 2025
Samsung Electro-Mechanics, SoulBrain to develop next-gen glass substrates, mass production set for 2027
Samsung Electro-Mechanics is teaming up with South Korean semiconductor materials company SoulBrain to develop materials for glass substrates, with plans for mass production by 2027...
Wednesday 22 January 2025
China's GPU IPO momentum continues: MetaX prepares for A-share listing
On January 16, 2025, reports emerged that Muxi Integrated Circuit Co., Ltd. (MetaX), a Chinese GPU manufacturer, entered the IPO pipeline for the A-share market after completing its...
Wednesday 22 January 2025
LCD panel industry faces further consolidation under Trump
Industry observers anticipate accelerated consolidation among second-tier LCD panel makers as US President Donald Trump prepares to implement new trade policies in his second term.