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Wednesday 24 July 2024
SDC 8.6G OLED investment fuels South Korea panel equipment import surge
South Korea's imports of panel manufacturing equipment soared tenfold in the first half of 2024 compared to the same period in 2023, reaching approximately US$315 million. This dramatic...
Wednesday 24 July 2024
Post-Biden-exodus, Democratic candidates and supply chain prospects
On July 21, US President Joe Biden announced that he would not seek re-election, a decision that adds new variables to the semiconductor and electronic manufacturing supply chain...
Wednesday 24 July 2024
Samsung HBM3 and HBM3E still pending Nvidia quality tests
Korean media reports said Samsung Electronics's 4-generation high bandwidth memory product (HBM3) has been validated and has started mass production. However, industry sources only...
Wednesday 24 July 2024
India reduces import taxes for smartphones, benefiting Apple
In the latest budget, India reduced import taxes for smartphones and components, as well as 25 critical metals to develop local manufacturing ecosystems. India also increased import...
Tuesday 23 July 2024
TSMC stands firm amid high costs and Trump's criticism, global chip mass production on target
Despite high costs and labor shortages, TSMC has adhered to its international plans to build wafer fabrication plants in Japan, the United States, and Germany.
Tuesday 23 July 2024
TSMC braces for potential geopolitical variables
TSMC is believed to have adopted three critical strategies in anticipation of the potential geopolitical influences that may arise from the forthcoming US presidential election.
Tuesday 23 July 2024
Indkal targets US$35 million in sales for Acer-branded smartphones
India-based EMS/ODM startup Indkal Technologies has signed a deal to design, manufacture, and sell smartphones under the Acer brand. Indkal plans to use an omnichannel strategy for...
Tuesday 23 July 2024
iPhone production surge signals growing role in global supply chain, citing India 2024 economic survey
A day before India unveils its Union Budget for the current fiscal year, the country is seeing increasing value addition in the global supply chain, exemplified by the rising iPhone...
Tuesday 23 July 2024
US election sparks debate on China export restrictions
The upcoming US presidential election has attracted increasing attention due to its potential consequences for US export limitations on China's high-tech sector, according to sources...
Monday 22 July 2024
BYD expands manufacturing and distribution presence in Southeast Asia
Chinese electric vehicle (EV) maker BYD is rapidly expanding its presence in Southeast Asia. The company plans to establish new assembly plants in Cambodia and Indonesia to complement...
Monday 22 July 2024
Catcher reportedly engages in insider trading; impact yet to be seen
Catcher Technology, a specialist in notebook chassis and a supplier of Apple's MacBooks, is involved in insider trading, according to sources with knowledge of the situation in Tai...
Monday 22 July 2024
India roundup: L&T Semiconductor eyes mid-term GaN fab development
L&T is expanding its semiconductor business, which may go beyond IC design. Acer will leverage brand licensing to cultivate the Indian market and support the Make in India init...
Monday 22 July 2024
Industry insiders take Trump's comments with a grain of salt
Since Donald Trump has openly requested "protection fees" from Taiwan, various interpretations have emerged to gauge the attitude of the United States towards Taiwan's role in the...
Friday 19 July 2024
Singapore gears up for semiconductor boom with new land and perks
Singapore is preparing additional land and boosting amenities to draw more semiconductor wafer fabs.
Thursday 18 July 2024
Key TSMC earnings takeaways: CoWoS supply-demand balance by 2025, N2 and A16 details
C. C. Wei, chairman and CEO of TSMC, introduced the concept of "Foundry 2.0" and provided additional information regarding the company's advanced 2nm and A16 process technologies...