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NEWS TAGGED GEOWATCH
Tuesday 29 October 2024
South Korean expat detained in China over alleged semiconductor espionage under new spy law
A South Korean expatriate has been arrested and detained in China on suspicion of engaging in espionage activities, marking the first arrest of a South Korean national since the implementation...
Tuesday 29 October 2024
Intel's US fab ambitions clash with election-year politics
In July 2022, Congress passed the CHIPS and Science Act, the largest-ever federal funding package for semiconductor manufacturing—a milestone Intel CEO Pat Gelsinger has devoted...
Tuesday 29 October 2024
Can Samsung, Intel rise above challenges? Different strategies for IDM, pure foundry models
The third quarter financial results for both Samsung Electronics (Samsung) and Intel are set to be released on October 31, 2024. The outcome likely hinges on how well their management...
Tuesday 29 October 2024
Indonesia continues iPhone 16 ban due to local sourcing rules
The Indonesian Ministry of Industry said that Apple's iPhone 16 series could not be sold due to non-compliance with the domestic component level certificate (TKDN) requirements.
Tuesday 29 October 2024
Australian AI chip startup AIcraft builds Asia supply chain, starting in Taiwan
Australian artificial intelligence chip startup AIcraft is expanding its footprint in Asia-Pacific, betting on partnerships with Taiwanese technology firms to strengthen its position...
Tuesday 29 October 2024
China begins tightening rare earth supply
The Chinese government has significantly tightened restrictions on foreign companies, especially semiconductor manufacturers, making it much more difficult to acquire various rare...
Tuesday 29 October 2024
Unveiling Sophgo: TSMC's mysterious client and the compliance challenges facing Chinese firms
The ongoing controversy regarding Huawei's semiconductor dealings has led Sophgo, a Chinese client of TSMC, to clarify its relationship with Huawei. As the US imposes stricter export...
Tuesday 29 October 2024
BYD's October surge boosts Taiwan's supply chain gains in Q4
BYD's new energy vehicle (NEV) sales excelled in October, buoying the performance of its Taiwanese suppliers in the fourth quarter of 2024, according to market sources.
Tuesday 29 October 2024
Biden finalizes curbs on US investment in Chinese chip, AI tech
The Biden administration finalized restrictions on investments by US individuals and companies into advanced technology in China, including semiconductors, quantum computing, and...
Tuesday 29 October 2024
Automotive LED shipments to remain strong in Q4 amid growing overseas demand
As China relaxes car purchase restrictions while local governments start to introduce purchase subsidies, the automotive industry is entering its traditional peak in the fourth quarter,...
Tuesday 29 October 2024
Only a few will survive: low-price EV market not sustainable, warns supply chain
Though the 2024 Paris Motor Show has wrapped, the shockwaves sparked by low-cost EVs are still reverberating. Chinese automakers continue to dominate certain markets by slashing prices,...
Tuesday 29 October 2024
Automotive power semiconductor orders rise, yet market uncertainty persists
Taiwan-based makers have seen demand for power semiconductors pick up in China's automobile sector, but the automotive market remains challenging in the foreseeable future, according...
Tuesday 29 October 2024
China's 7nm smart driving chips gear up for production: SiEngine, Huixi eyes 2025-26 rollout
Several Chinese IC design houses are gearing up for volume production for smart driving applications in 2025 and 2026.
Tuesday 29 October 2024
TSMC intends to expand AP8 by acquiring nearby facilities from Innolux, say sources
TSMC, which acquired Innolux's 5.5G LCD fab in Tainan (southern Taiwan) in August, intends to acquire additional Innolux facilities that are adjacent to the one it has already acquired,...
Monday 28 October 2024
Can Intel and Samsung unite to challenge TSMC's foundry throne?
South Korea's Maeil Business Newspaper recently reported that Intel CEO Pat Gelsinger is seeking a face-to-face meeting with Samsung Electronics Chairman Jae-yong Lee to...
Vortex
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