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Wednesday 25 December 2024
TEL targets 40% AI equipment revenue amid waning China demand
Tokyo Electron (TEL) aims to increase its revenue share from AI-related semiconductor equipment to approximately 40% by the fiscal year ending March 2026, up from the current 30%...
Wednesday 25 December 2024
Is US banning Chinese SiC components to save Wolfspeed?
The US has initiated a Section 301 investigation into China's mature manufacturing processes, specifically targeting silicon carbide (SiC) semiconductor production.
Wednesday 25 December 2024
China's top IDMs face headwinds amid SiC sector uncertainty
China's leading power semiconductor IDMs are making headlines as industry pressures mount: Hangzhou Silan Microelectronics has postponed two major projects, while Beijing Century...
Tuesday 24 December 2024
China advances in mature chip manufacturing amid geopolitical frictions
As US-Sino chip tensions rise, Beijing strengthens its position in mature process chip manufacturing, echoing its earlier solar panel strategy. While the US maintains a lead in advanced...
Tuesday 24 December 2024
Global investment plans of Japanese IDMs

Introduction

Tuesday 24 December 2024
Sunnic expands CIS business in India, diversifies into AI services
IC distributor Sunnic Technology & Merchandise is expanding its CMOS image sensor (CIS) business in India while diversifying into service businesses focused on unmanned automation...
Tuesday 24 December 2024
US scrutiny of China's mature chip sector signals shifts in supply chains
The Biden administration is reportedly ramping up scrutiny of China's mature process chips during its transition period, potentially paving the way for tighter regulatory measures...
Tuesday 24 December 2024
SK Hynix clinches major HBM deal with Broadcom
As Broadcom strengthens its position in AI chip development through partnerships with industry giants like Apple and Google, the company has now secured a significant high-bandwidth...
Tuesday 24 December 2024
Hua Hong names new chair as investment firms gain control
Shanghai Hua Hong Group, a major wafer foundry in China, has made a surprise change of leadership, replacing Su-xin Zhang with Jian Qin as chairman.
Tuesday 24 December 2024
China-Taiwan trade recovers despite military tensions and tech war
Despite the recent military maneuvers by China's navy and coast guard that threaten Taiwan's security, as well as challenges within China such as a struggling real estate market,...
Tuesday 24 December 2024
Amid threat of Trump tariffs, Taiwan likely to remain safe
The US trade deficit with Taiwan is projected to grow to US$59 billion in 2024, an increase only ranking behind Mexico and Vietnam. However, although US President-elect Donald Trump...
Tuesday 24 December 2024
CXMT reportedly begins DDR5 mass production despite US restrictions
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, has reportedly begun mass production of DDR5 memory, according to market sources.
Tuesday 24 December 2024
Dire situation in China is one reason for Honda, Nissan merger
Among the reasons for Honda Motor to enter merger talks with Nissan Motor, one looms large: China.
Tuesday 24 December 2024
Chinese EV makers hit EU wall as tariffs add to import costs
Chinese automakers captured their smallest share of Europe's electric vehicle (EV) market in eight months after new tariffs increased the cost of importing cars to the region by as...
Tuesday 24 December 2024
Biden team to probe Chinese Chips, setting up Trump for tariffs
US President Joe Biden's administration is launching an investigation that will offer President-elect Donald Trump a choice about whether to enact new tariffs on Chinese-made semiconductor...
megawin
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