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Wednesday 18 September 2024
Display panel fab utilization to drop 14pp in October 2024, says Omdia
Omdia's latest report suggests that display panel manufacturers are set to reduce their fab utilization by 14pp quarter-over-quarter, reaching 68% in October 2024. Leading Chinese...
Wednesday 18 September 2024
Intel-AWS partnership on Intel 18A to determine IDM 2.0 strategy outcome, says DIGITIMES Research
On September 17, Intel unveiled its transformation roadmap for its foundry business. DIGITIMES Research contends that the success of the expanded partnership with Amazon...
Wednesday 18 September 2024
Inventory dumping threatens DDR4 memory market
DRAM contract prices are expected to increase quarterly throughout 2024. However, inventory dumping has put pressure on DDR4 due to low demand for PC and mobile phone applications,...
Wednesday 18 September 2024
Europe's car industry turmoil casts shadow over TSMC German fab outlook
TSMC has seemingly picked a challenging time to build its first wafer fab in Europe, as the automobile industry it's targeting faces significant upheaval. Europe's major marques and...
Wednesday 18 September 2024
Intel and Samsung US fab projects struggle, strengthening TSMC's hand in showdowns
TSMC, despite strong cost control and management, faces challenges in growing its overseas operations, making it difficult to predict profitability. Meanwhile, Samsung Electronics...
Wednesday 18 September 2024
Lenovo to manufacture AI servers in India amid global reliance on supply in Taiwan
China-based Lenovo has announced plans to begin manufacturing AI servers at its Puducherry plant in southern India and has established a dedicated AI servers R&D lab in Bengaluru...
Wednesday 18 September 2024
US presidential election outcome to significantly impact supply chain relocations
The outcome of the US presidential election is expected to have a significant impact on supply chain relocations. Industry sources report that US-based brands are closely monitoring...
Monday 16 September 2024
Samsung reportedly exploring dry photoresist technology for 1c DRAM
Samsung Electronics is reportedly exploring using dry photoresist for its upcoming 6G 10nm-class DRAM (1c DRAM) to widen its lead in DRAM with its competitors, such as SK Hynix and...
Monday 16 September 2024
Samsung secures new automotive customer for its 2nm process; expects mass production in late 2026
Samsung has secured US-based imaging chip company Ambarella as a customer for its 2nm process. Samsung will produce Ambarella's advanced driving assistance system (ADAS) chips, with...
Monday 16 September 2024
Malaysia emerges as key hub for passive component manufacturing amid geopolitical shifts
AI is propelling industries into a new era, with even passive component supply chains reaping the benefits.
Monday 16 September 2024
Taiwan's electric motorcycle manufacturers navigating local content challenges
In 2024, Taiwan's automotive and motorcycle sectors have faced unexpected developments and challenges. Local content requirements and domestic production issues are creating significant...
Monday 16 September 2024
China reportedly discourages EV makers from investing overseas, urging domestic retention of key technologies
As the global electric vehicle (EV) supply chain shifts towards a regionalized production model due to geopolitical and economic factors, the Chinese government is reportedly discouraging...
Monday 16 September 2024
Posco Future M under siege from escalating Chinese competition; government support imperative
Posco Future M, a South Korean battery anode material manufacturer, is facing intensifying competition from Chinese rivals, resulting in a steady decrease in the utilization rate...
Friday 13 September 2024
AI and innovation propel Taiwan's drone market
As Taiwan's drone industry garners increasing attention, the country is set to host its first dedicated drone exhibit at the "AIoT Taiwan" event. Industry insiders report that 24...
Friday 13 September 2024
Samsung launches industry's first mass production of 1TB QLC 9th-gen V-NAND for AI applications
According to an official press release, Samsung Electronics has commenced mass production of its 1TB QLC 9th-generation V-NAND technology. This follows the successful production of...