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...
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
As electronic products demand higher power density, driven by rising energy needs, third-generation semiconductors have become crucial. Among these, silicon carbide (SiC), known for...
Due to oversupply in the solar industry in 2024, supply chain quotes have continued to plummet, leading to a wave of bankruptcies across the sector. According to industry insiders,...
The US and EU have started addressing the influx of Chinese electric vehicles (EVs) entering global markets. The issue of oversupply may ease as investments by Chinese automakers...
Benefiting from its High Bandwidth Memory (HBM) business, SK Hynix has experienced substantial revenue growth and forecasts a doubling of shipments in 2024. Regarding recent concerns...
The solar cell sector in China has swiftly shifted from P-type PERC to N-type TOPCon technology over the past two years, leading to an oversupply situation. The industry's woes were...
The global solar industry is on the brink of a significant transformation as the transition from P-type PERC to N-type TOPCon solar modules gains momentum.
According to Kung-Yen Hsiao, spokesperson of Chin Poon, a major automotive PCB manufacturer, the global automotive market has seen a recovery after a significant freeze in the first...
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Due to the continuous expansion of production capacity in China, the polarizer industry is facing a problem of oversupply that exceeds even the demand for panel productions.
In 2023, the solar industry in China experienced a rapid expansion, with a record-breaking addition of 216.9 GW of solar power generation capacity during the period. The industry...
Taiwan's energy storage d-Reg market has recently experienced a surge in activity, with private sector involvement expanding rapidly. However, an oversupply situation has emerged,...
